With Team View, managers can easily support their team’s learning journey. They can enroll or unenroll members from courses, track progress, manage requests, and gain insights into learning trends, all in one place.

Accessing Team View

To access Team View, log in as a Learner.

If you have manager permissions, you’ll see a Team tab in the main navigation.

Click it to access your team or teams.

Members Tab

The Members tab lists all your team members along with their learning progress.

You can:

• Select one or several members to enroll or add to a waitlist for specific courses.
• Use search and filter to find specific courses or learners.
• Click a member’s name to view detailed progress and course status.

Courses Tab

Under Team Courses, you’ll find all the courses your team members are currently enrolled in.

From here, you can:

- Enroll or unenroll team members in courses (pick a course and use multi-select to manage several members at once).
- View the number of available seats and waitlist spots.
- Click a course name to view detailed progress and enrollment status in your team.

Note: Click a column header to sort the list.

Awards Tab

The Awards tab displays all certificates and awards earned by your team members.

You can:

- See all Certificates and Diplomas awarded to your team members.
- Download attached documents (if available).

Requests Tab

For courses with moderated enrollment, you can manage pending course applications in the Requests tab.

From here, you can approve or decline requests directly — your actions will automatically update the member’s enrollment status.

Moderated enrollment is set in the course settings in the catalog builder. 

Notifications for Managers and Learners

Admins can set up automated notifications to keep both managers and learners informed.

For example:

1. Notify managers when a team member applies for a course.
2. Notify learners when their course application is approved.

To enable notifications, create an Automated Communication with these triggers:

1. When a Team member has requested to take a course

Audience: Team Manager
Participant → Status → Is not Activated and Participant → Source → Is Course Catalog

2. When a Team manager has approved a request to take a course

Audience: Participant
Participant → Status → Is Activated and Participant → Source → Is Course Catalog