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Team Manager - Access Levels

Written by Drew Holliday

Updated at August 9th, 2023

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TEAM MANAGER ACCESS LEVELS


What a user sees upon log-in depends on the access level given and company settings.
The different access levels are:


Access Level

Definition

No Access

An end-user with this level will have access to login to PlayerLync apps and consume content, but will not be able to access the Web App or login to the Admin Portal by default. Configuring this feature puts more granular access control in the hands of the admin.

Learn more about setting up the No Access feature here

End-User (Member)

An end-user is a member with standard access who does not have manager or admin permissions. Most members will have this access.

Manage My Team

This is a Member who has been given access to oversee and manage a team. For example, this might be the GM of a store or restaurant who needs to oversee employees and training for that location.

Manage All My Teams

This is a Member who oversees multiple teams and needs to see employees and training details for multiple locations; this might be a Regional or Division Manager.

Admin

This is administrative access to all areas of Team Manager


ACCESS LEVEL: NO ACCESS

An end-user with this level will have access to login to PlayerLync apps and consume content, but will not be able to access the Web App or login to the Admin Portal by default. Configuring this feature puts more granular access control in the hands of the admin.


Learn more about setting up the No Access feature here

ACCESS LEVEL: MEMBER

A Member with standard access who does not have MMT/MAMT or Admin permissions. Most Members will have this access.


Area

Description

Content
The WebApp version of PlayerLync (Note: This tab may have a different title as it is configurable by an Admin)
Training
This is the queue of forms and courses assigned to a Member. (Note: This tab may have a different title as it is configurable by an Admin)

Tracking

Build and manage forms

Directory

Manage Team Manager global settings such as branding, groups, certificates, teams, and others

Forms

Forms to which the Member has been given access to complete.

Courses

Courses that have been made available to the Member.

Shared Library Self-serve area for documents and videos that can be downloaded for a short period of time to devices. (Note: This tab may have a different title as it is configurable by an Admin. This tab may also be disabled by an Admin if your organization does not use this feature.)
My Profile

View and update own Member information.



ACCESS LEVEL: MANAGE MY TEAM / MANAGE ALL MY TEAMS

A MMT is a Member who has been given access to oversee and manage a team. For example, this might be the GM of a store or restaurant who needs to oversee employees and training for that location.


A MAMT is a Member who oversees multiple teams and needs to see employees and training details for multiple locations; this might be a Regional or Division Manager.


When logging in, these Members will see the same options as a basic Member, with three additional tabs:


A screenshot of a computer

Description automatically generated with medium confidence  

Area

Description

Employee

Add, manage, and delete employees from Team Manager (and the PlayerLync app) here.

Team

Manage Team Manager settings related to the teams the member manages.

Reports

Run reports and view dashboards of training and form completion.

In addition to these tabs, added functionality is available within Forms, Courses, and Tracking, allowing to view completion data for the site/sites managed will be visible.

Graphical user interface, text, application, chat or text message

Description automatically generatedFor MAMT, the drop-down 
in the top right will display a list of teams 
managed and allow the manager 
to switch between them.

 

ACCESS LEVEL: ADMIN

Admins will see everything available to Members and MMT/MAMT, plus two additional tabs.

Graphical user interface, application

Description automatically generated

Area

Description

Forms

Build and manage forms.

Settings

Manage Team Manager global settings such as branding, groups, certificates, teams, and others.

Also, additional functionality will now be available within the Forms and Courses tabs, as Admins will have the ability to add, remove, assign, and change forms and courses.



 

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