To see a new dashboard, the user should be assigned a supervisor role.
To do this:
- Open the Users section and go to the Departments tab.
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- Select the department you want to add a supervisor to and then click Edit Department.
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- In the Edit Department window, edit the department title and code, choose a new parent department and specify a supervisor.
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- Under the Supervisor section, you can choose to inherit a supervisor from a parent department or assign a new one manually. Choose Assign manually and search with the name.
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- Click Save.
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Done! The user now has the Supervisor role. The Supervisor role cannot be deleted. It will be deleted automatically if you delete the department.
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You will see information about the supervisor on the User Information page.
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You can change a supervisor manually or select No supervisor option.
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- If you choose the No supervisor option, then the information about the user will not be displayed in the Supervisor Dashboard.
- The Account Owner and Account Administrator can assign themselves or any active user as the Supervisor.
- Department Administrator can assign any user from their managed Departments as the Supervisor.
- If Account Administrator assigns a Supervisor manually, the Department Administrator cannot change them in the User Profile.
Visibility of Departments
In iSpring Learn, a higher-level manager can track the training progress of a subordinate department.
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You can set who reports to whom in the user info card.
- If the user is a line manager, enter their manager's name in the 'Supervisor' field.
- If the user is a functional manager, enter their manager's name in the 'Functional Manager' field.
For example, Nick is a department head, and Bella is a team leader in Nick's department. Bella reports directly to Nick. The system automatically assigns Nick as Bella's supervisor. Nick can see how training is progressing with Bella's team.
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If Nick is a department head and Bella is a functional manager in a different department, Nick will not see Bella's team on the Supervisor Dashboard. You’ll need to assign Nick as Bella's functional manager on Bella's user info card manually.
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