Adding different types of members and the differences between Admins, Analysts, and Users
In the Learn to Win platform, there are three different types of users with specific privileges:
- Admins
- Analysts
- Users
Admins have total control over their team's abilities and functions in Learn to Win. They can:
- Add and remove users, analysts, and other admins
- Create and administer lessons and quizzes
- Grade free response questions, send reminders, and make changes to assignments
- Upload digital content to the Content Bank/My Playbook section
- View Analytics
Note: Admins cannot switch roles nor edit other admins' information. If an admin logs in as a user to complete training, their analytics will populate in all analytics views.
Analysts have some of the same abilities as Admins, but other actions are limited. Analysts use the same login page as administrators.
Analysts can:
- Edit content on existing slides in lessons/quizzes, including adding media
- View analytics for all users
- Invite new Users to Learn to Win
- Reset passwords or resend welcome emails for any individual (users, admin, and other analysts)
- Add individual users to user groups from the User Management page
- Grade free response questions
- Remind users to complete training with the Notify feature
Analysts cannot:
- Create new content, including new folders, packages, lessons, quizzes, or slides within lessons/quizzes
- Move, duplicate, or re-order content
- Invite new Admin or Analysts
- Add or remove assignments
- Create or edit user groups in the User Groups page
- Make any changes to the Content Bank
Note: If an analyst logs in as a user to complete training, their information will appear in analytics.
Users only have the ability to access lessons, quizzes, and materials in the content bank. Users cannot edit or add content to the platform, nor can they view other users.
To add someone to the platform, follow these steps:
- Click on Management in the left side taskbar.
- Select Manage Users from the drop-down menu.
- Click Add Members in the upper right corner.
- Input the new member's name (optional), email, phone number (optional), and permission type.
- In the last field, select the desired User Groups from the dropdown menu if the new member is a user.
- Click Submit.
You may add more than one member at a time. Click the Add New Member button to add additional members manually.
Note: Individuals will immediately receive an email from Learn to Win after they have been added to the platform. It is important to send out a pre-communication email letting users know that they will be receiving this email. The pre-communication email should include a description of Learn to Win, the time that users will be added (when to expect an email from Learn to Win), a description of the training they will see in their account, and any due dates associated with the training. It is always a good idea to show this pre-communication email to your CSM to ensure all necessary information is included.
Click here to learn to add users in bulk from a spreadsheet.