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Add users and team leaders to a team

How to add users to a team and set team leaders for them.

Written by Liam Smith
Updated over a month ago

Administrators can create teams to group users across their organisation, helping to manage and assign content more easily. Teams in Access LMS Evo are designed to help administrators manage permissions, assign learning, and control content visibility, providing a strategic framework for organisational management.

Administrators can assign a team leader, allowing that user to view team data from Check In, helping users holding multiple roles to manage different teams. For example, a user could lead both two different teams and still access data for each.

📌 Note: Team leaders differs from the line manager system role. Each offers separate permissions and system access.

Add user/s to a team

To add users to a team, follow the below steps.

  1. Click Workforce then click Teams.

  2. Search for and select the relevant team.

  3. Click Toolbox, then select relevant option to add individual or multiple users.


Add an organisation or unit to a team

Super administrators in LMS² sites can add organisations to teams.

To do this follow the below steps.

  1. Click Workforce then click Teams.

  2. Search for and select the relevant team.

  3. Click Add Organisations or Add Organisation Unit. as needed.

  4. Search for and select relevant organisation or unit.

  5. Click Add.


Edit existing team

Manage existing teams from the administration area.

To access this, follow the below steps.

  1. Click Workforce then click Teams.

  2. Search for and select the relevant team.

Use the tabs to view and manage your team. Further details are in the below table.

Tab

Functionality

Explicitly added users

View and remove users manually added to team outside of selected criteria.

Selection team

View and remove criteria used to add users to team, such as Organisation or system role.

Team Leader

View or remove any team leaders in team.

All Members

List of all users in team.

Group Settings

Specify the email address team sees when receiving email notifications.

Security

View group permissions associated with team.

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