Learner Hub: Team Leader Experience

Having Team Leaders be able to see the training results of their team members is important for driving training completion rates. 

This article provides the user experience of all Team Leaders in your Organisation. Team Leaders are the employees in your Organisation who have employees directly reporting to them. This is defined in Phriendly Phishing based on your user sync attributes. 

 Things to Note

  • Team Leaders permission and access is visible if the Manager Attribute is synced from your Active Directory to Phriendly Phishing platform.

  • Team Leaders do not have access to Phriendly Phishing Administration zone (unless they have also been explicitly added to the platform), only Learner Hub.

  • Team Leaders will have access to the Training records of employees they are managing  (4 levels down). 

  • Team Leaders will access their own assigned training via the Learner Hub, as they are both a learner and line manager. 

  • This feature is only accessible if you are syncing learners to the platform (not accessible if you are manually uploading your learner list).

How to sync the Manager Attribute into Phriendly Phishing platform for Team Leader visibility?

The Manager attribute is synced into Phriendly Phishing, depending on the User Synchronisation method used. 

Requirement

It is mandatory to set the Unique Identifier as External ID, SID or User Code instead of Email Address.

Microsoft Entra ID SCIM Microsoft Entra ID API Okta Active Directory

 

Team Leader is identified via Manager attribute in your Microsoft Entra ID environment. Please ensure External ID and Manager attribute are mapped per below:

  • Configure Manager attribute "urn:ietf:params:scim:schemas:extension:PH2:2.0:User:manager".
    For reference, go to Section The list of Required and Custom string attributes for entry in your SCIM Mapping per this article User Sychronisation : Microsoft Entra ID SCIM. 
  • Map External ID, per our our help article

 

How can Team Leaders access Learner Hub?

Team Leaders will need to access Learner Hub, as a learner. See our guide on the Learner Experience and getting started with Learner Hub here.

What are the permissions available only for Team Leaders?

Team Leaders has access to tabs Hub, Learning, Profile plus Team. Check this Learner Hub : Learner Experience for more details. Only Team Leaders has access to team3.png tab in Learner Hub: 

team2.png

How to Unlock your Learner Hub Account?

  • Learner Hub automatically locks you out if you input an incorrect verification code 3 times. 

  • Learner Hub automatically unlocks your account, 15 minutes after your first failed attempt with verification code.

 

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