Plan admins on a team plan can assign team managers to teams of users and help drive success across the organization.
Why use team managers? Delegating the administrative work of your plan can help you maximize your team’s Skills experience and keep your focus where it needs to be. Consider using a nested team structure that mirrors your internal team structure.
Who can use this?
| Stnd | Prem | Strt | Pro | Ent | |
|---|---|---|---|---|---|
| Learners: | |||||
| Managers: | |||||
| Admins: | ✓ | ✓ | ✓ | ||
| Learn more about Skills legacy plans, updated plans, and roles | |||||
This article shows you how to manage team managers right in the Skills platform. However, if you’re managing large organizations with multiple team managers, you can use a CSV upload to simplify the process and reduce human error.
In this article
Adding team managers
You can assign the role of team manager to existing Skills users, or invite new users and add them as team managers.
Tips
- You can also add managers from the Teams tab. When doing this, the team’s name will automatically populate in Step One (below).
- A team can have more than one team manager.
- A user can manage more than one team.
Adding existing users
- Click the Managers tab on the People page (opens in new tab).
- Click Add new manager.
- Use the default tab Designate from account.
- Under Step One, select one or more teams to assign to the manager(s) you’re adding.
- Under Step Two, select one or more existing users to assign as managers. As you type in the search bar, names of existing users will appear for you to select.
- Under Step Three, set the permission level for each new manager. See Setting permission levels below for more information.
- Click Add manager.
Tips
- All teams with a caret beside the team name are parent teams. You can click the caret to expand or hide the child teams.
- With large team structures, the team you're looking for may be buried under multiple nested teams. If you can't see the team you're looking for in the hierarchy, you can type part of its name in the search bar. Once you find it, you can select or deselect it, expand its child teams (if applicable), and then continue searching and selecting additional teams.
- When adding multiple managers at once, each will be assigned to the same team(s). If you wish to assign them unique teams, repeat the steps above for each manager individually instead. Or you can use a CSV upload to simplify the process and reduce human error.
Inviting new users
- Click the Managers tab on the People page (opens in new tab).
- Click Add new manager.
- Click the Invite new tab.
- Under Step One, select one or more teams to assign to the manager(s) you’re adding.
- Under Step Two, add the email address of each manager you wish to invite.
- Under Step Three, set the permission level for each new manager. See Setting permission levels below for more information.
- Click Next.
- Select any Skills license(s) you wish to assign. You can always change this later—see Managing manager licenses, below.
- Click Add manager.
Note: When assigning licenses, the form populates with the default Skills licenses you’ve designated on the Settings tab. Customize the selections as needed.
Tips
- All teams with a caret beside the team name are parent teams. You can click the caret to expand or hide the child teams.
- With large team structures, the team you're looking for may be buried under multiple nested teams. If you can't see the team you're looking for in the hierarchy, you can type part of its name in the search bar. Once you find it, you can select or deselect it, expand its child teams (if applicable), and then continue searching and selecting additional teams.
- When adding multiple managers at once, each will be assigned to the same team(s) and will be assigned the same Skills license(s), if selected. If you wish to assign them unique teams or license settings, repeat the steps above for each manager individually instead. Or you can use a CSV upload to simplify the process and reduce human error.
Setting permission levels
You can set the global permission level for all team managers on your plan. You can also set custom permission levels for each manager individually.
Team managers do not have access to the Admins, Managers, or Settings tabs on the People page.
Setting the global permission level
- Click the Managers tab on the People page (opens in new tab).
- Click Configure.
- Set the permission level and each of the settings that follow.
- Click Save.
Setting custom permission levels
You can set custom permission levels when assigning new team managers (see Adding team managers above). To edit existing managers’ permission levels, see Managing users via CSV.
Comparing permission levels
Team managers can have Basic, Limited, or Full permissions:
| Privilege | Basic | Limited | Full |
|---|---|---|---|
| View their teams | ✓ | ✓ | ✓ |
| View analytics and reporting for users on their teams | ✓ | ✓ | ✓ |
| Edit the team name for their teams | ✓ | ✓ | |
| Edit the email address and note for users on their teams, as well as the unassigned group | ✓ | ✓ | |
| Move users between their teams and the unassigned group | ✓ | ✓ | |
| Invite users to the plan by inviting the user to either the manager's team(s) or the unassigned group | ✓ | ||
| Assign or remove licenses from users that are on their team or in the unassigned group | ✓ |
You can also adjust the following additional settings when setting the global permission level:
- Hide user skill levels from managers
- Hide non-team members in Directory
- Hide license dashboard from Manager views
- Disable manager invite emails when they're assigned to teams
Managing Skills licenses
Team managers don’t need a Skills license to manage their team or curate content in channels. But without a license, they can’t watch paid content.
Note: Team managers without a Skills license have access to a free Skills account. Learn more about what a user with a free Skills account can access.
You can add or remove Skills licenses from managers as needed.
- Click the Managers tab on the People page (opens in new tab).
- Find the manager in the list.
- Check the status of the License toggle to see if they’re currently assigned a license.
- Switch the License toggle on or off as needed.
Read more about navigating the Managers tab.
The Directory tab on the People page shows how many licenses you have available to assign. See Adding and removing licenses if you need to purchase more.
Removing team managers
Note: The following will happen when you remove a team manager:
- The manager's Skills license(s) and admin permissions (if any) will remain unchanged.
- If the manager does not have a Skills license assigned to them AND is not a plan admin AND you remove them from all teams they’re currently assigned to, they will remain on the plan as an unlicensed user. If you wish to remove them entirely from the plan, please see Removing learners.
When you remove a user from your plan, they may lose access to their Pluralsight account. For details, see Pluralsight Skills individual accounts and team plans.
Removing managers from a single team
- Click the Teams tab on the People page (opens in new tab).
- Click the ••• options menu for the desired team.
- Click Remove manager.
- Select one or more managers you want to remove.
- Click Remove manager.
Removing managers from all teams
- Click the Managers tab on the People page (opens in new tab).
- Click the X in the Revoke role column to remove a user's team manager permissions.
- Click Remove manager in the confirmation popup that appears.