As a Manager, engaging in your teams learning can greatly influence their performance. To work and coach the way you find most powerful, Showpad's My Team hub offers two starting points to work with your team's Coach progress: assignment or team member. This is your main working hub to stay up to date on their progress. Gather insights on how your team is engaging with their learning.
In the Members tab you will find an overview of all the users in groups you manage, and you can view assignments and Meetings based on a particular user. Reviews needed for this particular user will be available so you can take action on a user-basis.
Alternatively, the Assignments tab provides an overview of all the Courses and Paths your team is enrolled in. Here you can zoom in on a particular assignment and will see a breakdown for users enrolled, tests, and PitchIQs. Read more about these at the end of this article.
See how it works
Key features
- View all users in groups you manage and see their Coach stats
- Filter Courses and Paths that users who report to you are enrolled in to see what's overdue or incomplete
- Narrow down Courses and Paths assigned to particular groups assigned to you
- Engage with your team's learning journey
You need this to succeed
- Manager role
- Users assigned to you as their Manager based on groups
- Courses or Paths assigned to your team
The quick way to awesomeness
- Navigate to the My Team page
- Select a Course or Path your users are enrolled in
- Keep tabs on who has completed their courses
- Learn about users performance by examining the various insight sections
Choose your success platform
 Windows Desktop |
 Web App |
See how it's done on the Windows Desktop app
Manage users based on Members
In the Members tab you will find an overview of all the users in groups you manage, and you can view assignments and Meetings based on a particular user. Reviews needed for this particular user will be available so you can take action on a user-basis. Click into any user's courses or paths to view a deep dive into their progress.
- Navigate to the My Team page in the top menu.
- Within the Members tab, you will see an overview of all the users in groups which you manage. You can filter the members by group, and sort them based on their last name.
On the overview of the Members tab you will see each user's name, title if applicable, and last active date.
- Click on any user from the Members tab to dig deeper into their Coach standing or perform tasks based on their assignments. In the overview for the user, you will see the date they were last active, their average Showpad usage for week (in minutes from the past four weeks), and if the status of their MeetingIQ calendar integration (if applicable).
- In the My Reviews section you will see any assignments completed by that user which need reviewed. Click on any short answer review or PitchIQ review to complete your review.
- Finally, in the Activity section view a breakdown tab for the user's Assignments or Meetings. In the assignments tab, view a table of all courses or paths the user is enrolled in, the status, and progress of the assignment.
Filter the Assignments tab by assignment type (course or path), and status. Sort the assignments based on the name, status, or progress fields.
Use the Remind User option to email them an assignment reminder for outstanding work.
Click the three dots next to any assignment to Revert or Review a PitchIQ, or Grade or Reset a test, depending on the assignment.
- Click into any Assignment to see more info about a user's specific course or path progress. For courses, you will see an overview of the Lesson, Test, and PitchIQ included if applicable, along with an easy to read progress graph, info on Learn Time, Test Attempts, and Pitch Attempts. If a PitchIQ review is pending, you can see who the reviewer is, otherwise you will see the score.
- Click to expand any module section to view more about the included lessons or test questions.
- For Pitches that need reviewed by you as the reviewer, you can review the Pitch here by clicking the section. Alternatively, you can remind the reviewer.
- In a Path progress overview, you will see a list of the tasks with their status, as well as the courses. Click into any course to see the same course progress information for the specific user as above.
- If a Path contains a live training component, click on it to manage the user's attendance or enroll them in a session. For a session they are enrolled in, click the three dots and select to mark their attendance, or Unenroll them. If there were additional sessions, you can enroll them in an alternative one. For uncompleted Live Trainings, send an email reminder by clicking Remind User.
- Use the breadcrumb menu to navigate back to the User you are viewing, or back to the Members page.
- In the Meetings tab, you will see a list of all MeetingIQ calls owned by the user. View or sort by the subject, status, and date recorded. Click into any MeetingIQ from the table to view the recording in Showpad.
Manage users based on Assignments
- Click on the Assignments tab to see all the Courses or Paths that are assigned to your team. This will show all courses and Paths linked to any user who is in a group that has you assigned as their Manager.
Filter by Assignment Type (path or course) and groups. Sort the list based on Name or earliest due date, which is the earliest due date for any enrolled group you manage.
- Use the search field to find a specific Path or Course.
- When you click onto any Course you will land on the User Breakdown tab, which provides in depth details on each user assigned to that course. Read more about the User Breakdown here.
- To explore more granular details in the course Insights in the Question Breakdown or Pitch IQ breakdown, view the respective articles below.
See how it's done on the Web app
Manage users based on Members
- Navigate to the My Team page in the top menu.
- Within the Members tab, you will see an overview of all the users in groups which you manage. You can filter the members by group, and sort them based on their last name.
On the overview of the Members tab you will see each user's name, title if applicable, and last active date.
- Click on any user from the Members tab to dig deeper into their Coach standing or perform tasks based on their assignments. In the overview for the user, you will see the date they were last active, their average Showpad usage for week (in minutes from the past four weeks), and if the status of their MeetingIQ calendar integration (if applicable).
- In the My Reviews section you will see any assignments completed by that user which need reviewed. Click on any short answer review or PitchIQ review to complete your review.
- Finally, in the Activity section view a breakdown tab for the user's Assignments or Meetings. In the assignments tab, view a table of all courses or paths the user is enrolled in, the status, and progress of the assignment.
Filter the Assignments tab by assignment type (course or path), and status. Sort the assignments based on the name, status, or progress fields.
Use the Remind User option to email them an assignment reminder for outstanding work.
Click the three dots next to any assignment to Revert or Review a PitchIQ, or Grade or Reset a test, depending on the assignment.
- Click into any Assignment to see more info about a user's specific course or path progress. For courses, you will see an overview of the Lesson, Test, and PitchIQ included if applicable, along with an easy to read progress graph, info on Learn Time, Test Attempts, and Pitch Attempts. If a PitchIQ review is pending, you can see who the reviewer is, otherwise you will see the score.
- Click to expand any module section to view more about the included lessons or test questions.
- For Pitches that need reviewed by you as the reviewer, you can review the Pitch here by clicking the section. Alternatively, you can remind the reviewer.
- In a Path progress overview, you will see a list of the tasks with their status, as well as the courses. Click into any course to see the same course progress information for the specific user as above.
- If a Path contains a live training component, click on it to manage the user's attendance or enroll them in a session. For a session they are enrolled in, click the three dots and select to mark their attendance, or Unenroll them. If there were additional sessions, you can enroll them in an alternative one. For uncompleted Live Trainings, send an email reminder by clicking Remind User.
- Use the breadcrumb menu to navigate back to the User you are viewing, or back to the Members page.
- In the Meetings tab, you will see a list of all MeetingIQ calls owned by the user. View or sort by the subject, status, and date recorded. Click into any MeetingIQ from the table to view the recording in Showpad.
Manage users based on Assignments
- Click on the Assignments tab to see all the Courses or Paths that are assigned to your team. This will show all courses and Paths linked to any user who is in a group that has you assigned as their Manager.
Filter by Assignment Type (path or course) and groups. Sort the list based on Name or earliest due date, which is the earliest due date for any enrolled group you manage. - Use the search field to find a specific Path or Course.
- When you click onto any Course you will land on the User Breakdown tab, which provides in depth details on each user assigned to that course. Read more about the User Breakdown here.
- To explore more granular details in the course Insights in the Question Breakdown or Pitch IQ breakdown, view the respective articles below.
