Within a Team, there are 3 roles; learners, supervisors, and managers.

• Learner: The general user. Learners can only view courses assigned to them by a Supervisor or Manager. They can view their own course activity in the Training tab when logged in.
• Supervisor: Within their team, Supervisors can view course activity for all learners and sign-off on course completion. However, they lack a few advanced permissions designated for Managers only.
• Manager: Within their team, Managers have full permissions to view course progress and sign-off on courses. They also have permission to manage the team, including adding / removing team members and resetting individual team members' passwords.

See the table below for a full list of the permissions available to each Team role:

Define Team Managers

You can define the team managers assigned via your dynamic team rule by selecting specific attributes and conditions. You can also add individual users as managers to all teams created by the rule.

For example, using the condition jobtitle, an admin can designate that all users with the title Manager will automatically become the Team Manager.

You can also enable Team Managers to edit team membership by clicking the checkbox below Permission. If managers are allowed to modify teams, any changes made to the team outside the synced data will be treated as exceptions to the rule and will not be overwritten.

Define Team Supervisors

Similar to setting up Team Managers, you can define which users will be Team Supervisors.

Review and Confirm

Once you have finished creating your dynamic team rule, you can click Review and confirm. You will be brought to a page where you can review the team(s) that will be created according to the rules.

Optionally, click Confirm Creation to proceed and assign a title or description to the team.

Once a ruleset has been created and enabled, it will run every night and update teams based on the latest user data provided by the customer.

Add a New User to a Dynamic Team

To sync new users to an existing Dynamic Team, you must:

1. Have a Dynamic Team Rule already set up.

2. Add a new user to Habitat.

   Ensure the correct attributes are added to the user, so they are automatically added to the correct team and with the correct role.

   If you want all users with a title attribute of Store Manager to assign courses to the role Manager, ensure that the user you add has the title of Store Manager.

3. Navigate to People > Teams.

4. Under Dynamic Teams Rule, select View.

   

5. Select the Dynamic Teams Rule to update.

6. Select the Sync button.

   

Habitat will automatically add the new users to the correct team.

It can take up to 30 minutes to fully sync users in Habitat.