Administrators create line managers by setting reporting line relationships in Access Evo. This setup enables targeted learning assignments, approval workflows, and performance tracking within team structures. For example, a team leader is set as line manager to track and approve direct reports' training.
Line managers have access to the Check in tab and My Team dashboard.
Both areas help to monitor and report on a team's training progress.
To create a line manager, watch the video or follow the steps:
Log in to Access Evo, then click the members
icon.
Search for and select the user.
Click the three-dot menu, then click Add Manager.
Search for and select the manager.
Click Assign, then click Apply.
Click Close.
Assign line manager to a user
After creating a line manager, assign them to relevant users.
To do this, follow the steps:
Log in to Access Evo, then click the members
icon.
Search for and select the user.
Click the three-dot menu, then click Assign Manager.
📌 Note: If you can't see the Assign Manager option, you need to enable the setting under Member Visibility within Access Evo.
Search for and select the manager.
Click Assign, then click Apply.
Click Close.
Assign or remove a line manager via Access Evo
To set reporting line relationships via Access Evo, watch the video or follow the relevant guidance.
📌 Note: The above guidance is applicable to administrators in Access Evo and Access LMS Evo on sites based in Access Evo.
Other managing relationships and delegate managers are assigned under the reporting lines tab of a user's profile in Access LMS Evo.
Assign line manager on sites outside of Access Evo
Follow the relevant guidance to set reporting lines and relationships, including line manager, in Access LMS Evo.