In this guide you'll learn what a Manager does and the first steps to support your team.
As a Manager, you're the bridge between training and real work. You don't run the whole workspace — you look after a specific group (or groups) of learners and help them stay on track. Here's how to find your way around and what to do first.
https://www.loom.com/share/80fef9d9aeeb40bcb0791453e5b4f45b
Your role is built around people, not the whole platform. An Admin sets up and configures the workspace; you support the learners inside it. For your assigned groups you can see who's in them, track progress and completion, review submissions, and spot who's falling behind — without seeing the rest of the organisation.
Everything you need sits under Manage in the left-hand menu: Dashboard, Users, Groups, Performance, Practical Assessments, and Reporting. Each view is limited to the groups you manage.
[Screenshot: the Manage section of the left-hand menu → new capture, current UI]
Step 1 — Check your groups. Open the Groups page to see which groups you manage, how many members are in each, and what's assigned to them. Setting up a brand-new group has its own guide.
Step 2 — Get your team in and active. On the Users page, click Invite to [your workspace] and add people by Manual Entry, Bulk Upload, or an Access Code for self-registration. Then check Pending Invites and resend a magic link to anyone who hasn't activated yet.
https://www.loom.com/share/5dfe79d5dd1f454ca05216ff5d588839
Step 3 — Assign learning. Give your group the Beelines or cells they need to complete, and set a due date so progress is tracked and learners are notified.
https://www.loom.com/share/ea17d613eecb48dda15b043cc6bd8c3b
Step 4 — Watch progress on your Dashboard. Your Dashboard is your daily pulse check — completion rates, engagement trends, your top and bottom groups, and what's overdue, all for your groups only.
Step 5 — Dig deeper in Reporting. When you need detail, open Reporting — soon to be renamed Insights — to view progress per learner or group, assessment scores, overdue items, and last-active dates.
Small, consistent habits make the biggest difference: