Creating a Team

It is helpful to create a team before you launch a learning program so that you can track the progress of the learner in the program. Teams make it easy for administrators to track the progress of a particular group that is participating in a shared learning experience. This could include On Demand learning, flipped classroom, live learning, or just a 360 Diagnostic.

1. Navigate to the Learners tab and click the Add Team Button below the Teams section.

2. Select the Pass that you would like to use, enter a team name, and the size of the team. Click Create Team. Note that the size of the team does not affect the number of seats available in your pass.

There are 2 ways to add learners to a team you can Assign Existing Users or Upload Users.

Assign Existing Users

1. If you would like to assign existing users from a pass you can choose that option from the drop down in the upper right of the screen.

2. This will open a screen that will allow you to search for learners and add them using the assign slider on the right, or by clicking the check box next to the name. After you select all the learners, click Save Changes.

Upload Users

1. To upload users, select the Upload Users option from the Add Users menu. Use the link to download the User Import Template.

2. Fill in the template and be sure to include the team name in the Team field. This import will update existing learners with the team name and will also add new learners if they are not already in the pass. You can role over the red tips to learn more about the fields.