To set a user as a Team Manager, please follow these instructions -
Please note: Team Managers are given access to the Manager Portal but will only see the users that report under them (within the same Team) and they are also restricted from using certain functions on the platform. For example:
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Training Plans > Create or Edit a Training Plan
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Training Plans > Add or Edit an Item in a Training Plan
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Your Library > Add, Edit or Delete a Resource in Your Library
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Manage Teams > Create or Edit a Team
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Manage Teams > Add Users to a different Team
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Manage Teams > Create or Edit a Job Role
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Manage Teams > Add Users to a different Job Role
In summary, Organisation Managers will be able to view data across the whole account and have complete access, whereas Team Managers will only be able to view data related to the team(s) that they manage and are restricted from performing certain actions that only Organisation Managers can perform.
There are two ways to assign Team Managers:
Option 1 - via Manage Teams
- Login to Ausmed for Organisations
- Go to: Administration
- Go to: Manage Teams
- Select the Team
- Select: Edit
- Select: Team Managers
- Select: Save
Option 2 - via Edit User Profile
- Login to Ausmed for Organisations
- Go to: Administration
- Go to: Manage Users
- Hover over the user's name and select the 3 dots
- Select: Edit
- Select: Permissions tab
- Select: Team Manager
- Select: Teams
- Select: Update
- The user's permission type will be updated. You can check this in the Permission Type column in Manage Users:
Important: If a Team Manager is also an Organisation Manager, then Organisation Manager access is prioritised
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