Begin from the left navigation menu by selecting User > Search Users. Using the available selection criteria, find the targeted user and click Edit User Profile.
Features that now support improved scoping are: Announcements, My Team (People, Goals, Team Certifications, Pending Approvals), the Report Writer, and Goal Assignments. Important points to understand about this improved logic when P2P is enabled:
Scoping improvements to Enroll Others and other P2P-impacted features are in progress. Most new updates to P2P employee visibility are not retroactive to Classic LMS pages. This is why we recommend using the new icon-driven Navigation page interface when P2P is enabled.
The Manager Experience
Any LMS user who is a manager of other users will gain access to additional My Team dashboard. Full of dynamic information about their employees' training status, this tool makes training oversight and approval management easy.
Managers have a number of tools available to them from the My Team page, including a list of their employees across all organizational profiles, user details and drill down, and even tabs that navigate between team training views.
Use Filter to fine-tune the employee list shown. Apply the criterion "User > Directly reports to > [you]" to find just your Direct Reports.
Training coordinators use their Pending Approvals page to manage employee requests for new account registration, security lockouts, interest list additions, and course enrollments. Access pending requests directly from the Navigation page via the Pending Approvals icon or from your My Team dashboard.
When a user is assigned subordinates and has the role Location Manager and above, the manager can enroll their employees in courses. On the Enroll Others page, a manager can open the Choose Students picker and search for subordinates to enroll. User Search results will only display users who directly report to this manager from the same location. P2P Scoping improvements to this are expected in 2020. Learn more about this in by reviewing Enrolling Others in a Course.
Under Site Management > Edit Messages, the portal administrator can configure a specific message to send a copy (CC) to a user’s manager under these conditions:
Once a CC is enabled for a message event, the direct and alternate managers with those roles for any user will receive the message when appropriate. There is no way to fine-tune which roles get the message for some users, but not others. One means of determining who in those roles will receive notifications for particular users is to view a manager’s “All Direct Reports” view. When a message’s CCs are turned on for those roles, a manager will get copied on that message whenever it is sent to someone listed in their “Direct Reports” view. Learn more here: Edit LMS Messages and Manage Automated Notifications.
LMS users assigned a Role above Location Manager -- Location Administrator, Instructor, Administrator, Portal Administrator -- have full oversight of all users within their assigned organizations. Ultimately, the list of users administrators will find in the Employees, Approvals and Enroll Others features is not restricted by either reporting hierarchy.
The All Direct Reports view is the default view on this page. The manager’s role will determine who is displayed in this list at the supervisor’s Default Location.
All Managers, regardless of their roles, can use the All Direct Reports view to see employees at all locations who report directly to them.
The Department Certification view allows managers to view and set Goals for subordinates. The Department Curriculum view allows a manager to monitor progress of employees working toward department-wide curriculum goals. NOTE: Department Certification and Department Curriculum will only display subordinates at Manager’s default profile location or at a secondary profile location, if it has been activated on the My Details page.
The Approvals tab allows managers to approve pending Interests, Self Registration, and Enrollment requests from subordinate users in the manager's Default Location. To manage approvals outside of their Default Location, managers will have to open the My Details tab and activate other profiles.