How do I create and manage a team?


Create a Team 

As a plan administrator, you can create a team to in your group plan. To create a new team:

  1. Click the Organization link in the left pane navigation menu.
  2. Click the Add button in the Teams section.

You can organize your group plan with teams and team managers, allowing team managers to view reports and analytics for their learners.


Move learners into teams

Learners who have not been assigned to a team are listed on the Unsassigned users page. 

To move an unassigned learner to a team: 

  1. Click the Organization link in the left pane navigation menu.
  2. Click the Unassigned users link in the left pane navigation menu.
  3. Mark the checkbox to the left of the learner's name.
  4. Click the Move link. 
  5. Select the team from the drop-down menu.

You can also move a learner from one team to another by finding the learner in the team list and .

Remove learner from a team

To remove a learner from a team:

  1. Click the Organization link in the left pane navigation menu.
  2. Select the team name in the Teams list.
  3. Mark the checkbox to the left of the learner's name.
  4. Click the Move link.
  5. Select the Remove from team option from the bottom of the drop-down menu.