Reading this chapter will take about 5 minutes.
Chapter three will assist you in leveraging the user management tools of LearnCore to best suit the training needs of your organization. A strong understanding of this functionality will help streamline your workflow when managing various user groups and the evolving population of learners who need access to courses and coaching. It’s no secret that managing large groups of users with varying needs and permissions would be an incredibly tedious task to do manually. Using the user management tab in LearnCore will help eliminate those pain points so you can stay focused on creating meaningful sales content to help your sales teams be more successful.
Various LearnCore roles for your learners and admins
The first part of familiarizing yourself with LearnCore’s user management section is understanding the various roles in LearnCore and the permissions associated with them. In order to ensure that only the right people have access to specific areas of your account, it is best to determine what responsibilities a person will have in helping to administer the training and coaching initiatives when using LearnCore.
Once you have a good idea what a specific person will be assisting with, you can review the available roles and their respective descriptions to determine which is most appropriate for that particular need. For example, you may have a team member responsible for the data side of internal training. They may review the details in the reporting section of LearnCore in order to identify gaps in the organization’s training approach. However, they are not responsible for creating the initial training resources; they are only tasked with reviewing the results. In that case, the reporting admin role would likely be the most appropriate. While they will not have access to course creation or editing, they can view and pull reports and explore user details.
Click here to discover more about the user permissions in LearnCore
Enrolling new learners and assigning them to groups
Once you’ve determined who handles what administrative tasks for your LearnCore account, it’s time to start adding learners and allocating them to user groups. For smaller batches of users, it may be easiest to enroll them individually. In cases where you are adding a large number of learners into your LearnCore environment, bulk adding using the template provided in our Help Center would be your best bet. This saves you time in manually going through the add user process individually. To save more time for you as an admin, you can also include roles and permissions, as well as group assignments in your bulk upload. To edit permissions or add user groups upload a modified CSV to your LearnCore account.
Next, you need to consider group assignments. To begin, we suggest at a minimum to have two groups: a manager group and a role-based group. The manager group will contain all direct reports for that manager in order to establish that 1:1 relationship. Role-based groups are best used when rolling out larger scale training initiatives that are organized by each person’s role in the company.
From there, it’s recommended that you consider your own use case for additional groups so you can structure them appropriately before adding users to them. Consider how your organization could benefit from grouping certain users and what your existing organizational structure looks like. Should it be by department? Location? Tenure? Keep in mind that users can be in multiple groups as well so you are not limited to one approach. Perhaps your group organized by tenure allows to easily assign newest team members to specific onboarding tasks. However, some of those new hires are part of the US sales team and some are in the EMEA sales team. It would probably make sense to have a US Sales group and an EMEA Sales group to add these people to, respectively. If you are unsure whether to create a certain group, try asking the following two questions: Is there a training assignment need for this group? Will I need to report on this group? If you answer yes to either, it makes sense to add that group.
Click here to get more information about adding learners and creating groups
Enrolling new learners and assigning them to groups
Now you have your learners added and enrolled in their needed courses. Most of your initial work may be done but, as expected, changes within the organization will inevitably occur. When a person leaves the company, you would deactivate their LearnCore account since they will no longer be using this tool. Team members may relocate and therefore need to switch to a user group specific to their new region. It’s also helpful to gain insight into the activities of a learner or learner group. The status column displays their last logged activity in LearnCore so you can hop into the user management tab at any time to confirm when a learner has been accessing their account.
In addition to making changes to details about an individual user, you can also get a quick overview of their course and checklist assignments as well as completion rates in percentage. The metadata section for users allows you to view their learner details. If necessary, you can change their password here. There may be times a learner accidentally deletes an invitation email that was triggered through an automation configuration. Here you can also trigger invitations to specific users ad hoc.
Click here to dig in further on how to manage your learners and groups
In the next chapter...
In chapter four, we will dive into a very important part of being a LearnCore admin: creating courses and tests! LearnCore offers a variety of ways to distribute engaging content to learners that increases retention and bolsters the skill sets of your sales team. Then get the information on how to enroll your learners. Keep reading on to learn about all you can do to deploy efficient and meaningful training initiatives.