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Overview: Flow learning allows training managers to manage their job titles so that they can ensure the right colleagues in their team have access to advanced features.

Start from: The Flow Learning dashboard.

Select job titles to be set as training managers

When importing users via an integration, you can select specific job titles that should be set as training managers. To do this:

  • Navigate to Company > User Settings.

  • Select View on Training Manager Job Titles.

  • A popup window will appear. Here, you will be able to see all the existing Job Titles.

  • Select the specific job title(s) that you want to set as training managers. Note that you can use the search bar to find it by name.

  • Select Save. The job title will be now registered as training manager.

Set permission profiles for training managers

Once you have selected a job titles to be managers, it is possible to set up permission profile for those job titles as well. To do this:

  • Navigate to Company > User Settings.

  • Select View on Permission Profiles.

Here, you can Delete or Edit existing profiles or Add new ones as needed.

  • Select + Add to create a new profile.

  • A popup window will appear. Here, you will need to assign a Name* and activate the specific permissions for this profile.

To know more about the available permissions, see Set permissions for training managers.

  • Once the permissions are all configured, select Save to register your new profile.

Assign a permission profile to a training manager job title

  • Navigate to Company > Job Titles.

  • Select the Job Title from the list. This will open the Edit Job Title popup window

  • Select the right profile in the Link to permission profile dropdown.

  • Select Save.

The training manager Job Title has now been linked to the right permission profile.