This article walks you through setting up a manager or admin, ensuring they're correctly positioned in the hierarchy and granted the right permissions so they can oversee staff correctly through the stats and reports.

Once their account is created, site managers and site admins will automatically be placed in the hierarchy if site rules are set up. If the site rules don't include their job positions, they won't be automatically placed and can be manually added to the upper levels of the organisation hierarchy instead.

Managers and system admins can be given permissions that give them access to various features in the main training console or Admin Tool. You can assign these permissions manually to individual users or automatically when you create users or assign them to specific job roles.
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To find everything you need to know about permissions, follow this help guide.

The number of users who can raise cases on the Customer Success Portal depends on your company’s plan. To learn how to request access for a user to raise cases, check out this help guide.

Here's a handy help guide for new managers and administrators to get started.

Don't forget, if you get stuck or can't find what you're looking for, you can also ask our eLearning For You Digital Assistant! You'll find it in the bottom right corner of the eLearning For You console or Admin Tool. Simply click on the green icon in the bottom right corner to get started!