How to set up roles for role-based training

Go to Team and open the Roles tab. Add your roles, then give each employee a role, either on their profile or with a CSV import.

Steps

1. 1 Go to Team and open the Roles tab.
2. 2 Type a role name and click Add role. A role can be a job, a location such as "California", or "Supervisor".
3. 3 Give employees a role by editing them under Team, or by adding a role column to a CSV import.
4. 4 Create a Smart Assignment for the role so its training is assigned automatically.

Good to know

• Any admin can add, rename, or archive roles.
• Each employee has one role. The Roles tab shows how many employees and Smart Assignments use each one.
• You can rename roles at any time. Archiving a role hides it from new selections, but employees keep it.
• You can filter the Dashboard and Assignments by role.