Dernière mise à jour:

Assign or unassign team managers for Training

Learn how to assign or unassign users as team managers for Training via the web app.

What's a team manager in Training?

For businesses, we understand the importance of empowering shift leaders, certified trainers, and similar roles to oversee team training while minimizing administrative burden. With SafetyCulture, users can be designated as team managers for specific groups or sites, enabling them to conduct practical assessments, facilitate group training, and view analytics tailored to their assigned teams without being overwhelmed by unnecessary permissions or content management tasks.

Before you assign a user as a team manager, please ensure they're assigned a permission set that has "Training: Manage teams" permission.

You can assign a user as a team manager for levels above a site so that they automatically become team managers for all the levels below.

Assign a team manager

  1. Log in to the web app.

  2. Select Training iconFormation from the menu on the left-hand side.

  3. Select Manage teams at the top of the page.

  4. Click the group or site name.

  5. In the side panel, search for the user in the "Manager" field and select them. Assign a team manager for a site via the web app.

  6. Click Enregistrer.

Bulk assign team managers

  1. Log in to the web app.

  2. Select Training iconFormation from the menu on the left-hand side.

  3. Select Manage teams at the top of the page.

  4. Check the boxes of the groups and sites you want to assign team managers to. Your selections will be kept as you switch between the "Groups" and "Sites" tabs.

  5. Click Assign on the lower-right corner of the page. Bulk assign team managers to groups and sites via the web app.

  6. In the pop-up window, search for the user in the "Manager" field and select them.

  7. Click Suivant.

  8. Click Assign managers.

Unassign a team manager

  1. Log in to the web app.

  2. Select Training iconFormation from the menu on the left-hand side.

  3. Select Manage teams at the top of the page.

  4. Click the group or site name.

  5. In the side panel, click image on the user's right-hand side or click Clear all Unassign a team manager from a group via the web app.

  6. Click Enregistrer.

Besoin d'aide supplémentaire?
Dans cet article