The ‘Teams’ tab is where you create Teams, add users to Teams and assign training to Teams.

Here are some tips to help you with defining and building your team structure:

• Start with an umbrella Team that encompasses the entire account along with all Teams within your team structure. This is important because it will make reporting on Teams easier and helps with restructuring Teams if your Team decides a new Team structure is necessary later.

• While building a large Team structure, frequently check the Chart View to verify that it aligns with the original plan.

• Users can be in as many different teams as needed and the team hierarchy does not need to be one unit. There can be several independent hierarchies and learners can be included in all of them – the more teams there are, the more reporting options around these teams are available.

• When a user is added to a Team, they are not automatically added to any parent team or any sub team. For a user to belong to multiple teams, they must be added to each individual team.

Create a Team

To create a team: Teams tab,>Click ‘Add a new team’

Add Users to a Team

To add users to a team: Navigate to the team,>People subtab,>Assign people to this team

To assign people to this team who don’t currently have a Litmos profile, select “Add a new person to this team” to create a user profile for them. They’ll receive an email with their login credentials notifying them which team they’ve been assigned to.

Now search for and select the users you wish to add to the team>Select whether to send an email notification>Click Assign

Assign Courses to a Team

To add courses to a team: Navigate to the team>Courses subtab>Assign courses to this team

Now search for and select the courses that you wish to assign to the team>Select whether to also assign the courses to the sub teams>Select whether to send an email/text notification to users>Click Assign

Assign Learning Paths to a Team

To add learning paths to a team: Navigate to the team>Learning Paths subtab>Assign learning paths to this team>Search for and select the learning paths that you wish to assign to the team>Select whether to send an email/text notification to users>Click Assign

Team Course Team Library and Learning Path Team Library

The Team Course/Learning Path Library works like the Course Content Library, however the courses and learning paths in the Team Libraries will only be visible and available for self-sign up to the users who are members of that team.

Add courses to a Team’s library by:

1. Navigating to the Team

2. Select ‘Course Team Library’ or ‘Learning Path Team Library’ sub tab

3. Select the ‘Add Courses/ Learning Path To Library’ button on the right

Once you have added courses to the Team Course/Learning Path Library, Learner users of that Team will be able to navigate to their Content Library tab and see the courses and learning paths available for self-sign-up.

The Account Owner or Administrator also can add courses to the Team Leader/Admin course library. This action makes the courses/learning paths available for the Team leader/Admin to assign to users in the team and will only be visible in the Team Leader/Admin Content Library or if the Content tab is not shared with the Team Leader/Admin it will display in the assign modal. The Learner users of that Team will not see the course in the Content Library.

What is the Team code used for?

The Team code is used when importing users into your account from a .csv or spreadsheet. See the “Import People in Bulk” section of the People help articles for more information on the user import process. If you would like to also assign users to Teams up on import this code will need to be entered on the Import .csv file alongside the user’s name.