Teams are an ideal way to make sure relevant information is going to specific groups of users
What's covered?
How do Teams work?
Teams provide a way to segment your learners and ensure they receive their relevant training content. You may wish to set teams based on region (e.g. UK, Germany, France) or area of business (e.g. Warehouse, Customer Service, HQ).
How to create a Team
- Ensure you've toggled for the Teams view
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Click + Create a team at the top right of this tab
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Enter your team name in the text box, then click Create team
How to assign users to a Team
For a new user:
- Ensure you've toggled for the Teams view in the People tab
- Click Add people to this team directly under the team name
- OR click Add new users on the top right-hand side, enter the user's details and click Select teams. Here, you can choose one or multiple teams to add this user to
💡 Users will automatically be assigned to the All users team for the respective group
To amend an existing user's team:
- Ensure you've toggled for the Users view in the People tab
- Search for the user and select the Edit button
- From the dropdown, select Add/remove from teams, select/deselect the relevant teams, then click Update
Content Visibility Rules
Content visibility rules give your users access to specific pieces of content that may be of interest and relevant to all, or specific teams of users.
Visibility will automatically be set to all users in the group once a course or guide is created, meaning the course can then be delivered to all users, or to each team separately, via the available delivery methods.
Content can then be curated via Knowledge Hubs which users will be directed back to after completing a piece of content.
🗣️ To learn more about our visibility rules please see our article on Knowledge Hubs, and speak to your Customer Success Manager on how they can benefit you!
How to deliver your content
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Head to the Learning tab and select the relevant course
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Head to the Delivery tab and click on + Set up delivery
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Select the team(s) you'd like to share the content with from the list, or Select all
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Next, select your delivery preference from SMS, Email or WhatsApp and click Next
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If you have selected SMS, then you will have the option of customising the message. Email and WhatsApp message will be sent as a default notification message. Customisation options will be made available in due course.
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Click Next and Send if you'd like to notify learners immediately
- To schedule for a particular date and time select Schedule for later, select the date from the date picker and the Notification time and click Send.
☝️Note that time will be automatically set in Coordinated Universal Time (UTC). To update your date and time zone preferences via the Settings.