In this article you will learn how to enable employees to manage or edit training plans and templates:
Table of Contents
Quick Guide
- Go to More / Resources / Employees.
- Select Roles and then the relevant role.
- Enable permissions in the Training tab, such as Manage Training Goals, Configure Training Area, and Create Training Plan Templates.
- Save the changes.
- For issues, check specific error messages and adjust permissions accordingly.
- Ensure employees have necessary location access.
- Provide step-by-step guides or screenshots for assistance if needed.
Select Role
To begin, navigate to Resources and then to Employees. Here you will find a list of all employees. Select Roles to open role management. Choose the role you want to edit.
Check Permissions
After selecting the relevant role, check the permissions. Ensure that the permissions Manage Training Goals, Configure Training Area, and Create Training Plan Templates are enabled. These permissions allow employees to manage and edit training plans and templates.
Save Changes
After setting the necessary permissions, ensure you save the changes. This is an important step to make sure the new settings take effect.
Troubleshooting
If employees continue to have issues, check the specific error messages they receive. These can provide clues as to which permissions need to be adjusted. Adjust the permissions accordingly to resolve the issues.
Ensure Location Access
It is important that employees also have the necessary access to the relevant locations. Check and ensure that location access is correctly set up.
Provide Support
If needed, provide employees with a step-by-step guide or screenshots to help them navigate the system. This can be especially helpful if they are new to using the software.