So what do end users actually see in their left menu when they log in? In Accelerate, users are defined as below which determines which menu options and users they have visibility to. Please note that a user will have the applicable menu as defined below regardless if they have been assigned to any content. If content has not been assigned, users will see the following message in the Up Next box on their Today page: Check with your leader for enrollment information.

<<images will be added in the near future>>

Menu Definitions

Today: default landing page directing users to their next activity via the Up Next box; includes customer-selected widgets and links to house blogs; if more than one course has been assigned the user selects the desired course by using the carrots on either side of the Course Name box

Learn: course navigation and completion

Practice: quiz area where users can select from various topics to practice what they are learning from assigned course/s; includes Leaderboard by default which can be disabled at the tenant level

Apply: links to course material for all assigned courses; provides quick navigation for users rather than digging through the Learn page to locate a template

Results: specific to the logged in user's completed assessments and exams

Coach: see below for how and what; includes .csv export and link to directly email a user

Admin: see below for how and what; includes .csv export

Seller

Definition: someone who does not have any direct reports - they have not been set as anyone's manager

Example: Stewart is just here to complete a course and workshop.

Permission Role: participant

• Today
• Learn
• Practice
• Apply
• Results

Manager (First-Line/L1)

Definition: someone who has at least one direct report - they have been set as someone's manager; none of their direct reports are themselves managers

Example: Chrissie is the manager for Derrick and Nate. Derrick and Nate are Sellers.

Permission Role: participant

• Today
• Learn
• Practice
• Apply
• Coach - page is titled Manager Dashboard and provides visibility of the Sellers they manage
• Results

Manager of Managers [MOM] (L2 & above)

Definition: someone who has at least one direct report who is also a manager; a MOM can have any number of users below them that are themselves Sellers but if at least one of them is a Manager then the logged in user is a MOM.

Example: Jolene is Bob's manager and Bob is a Seller; Jolene is also Sean's manager and Sean is the manager for Eric and John. Therefore, Jolene is a manager of another manager.

Permission Role: participant

• Today
• Learn
• Practice
• Apply
• Coach - page is titled Manager of Manager Dashboard and provides visibility of their immediate direct reports and all users who report up to those direct reports; includes aggregate data for each team and a Manager filter
• Results

Supervisor

Definition: someone who has been assigned as a Supervisor for an Organization Group, Territory, or User Group. Someone can be a Supervisor for any number and combination of Organizational Group, Territory or User Group without having to be a member of that/those items. This allows Supervisors to have visibility to users who may not directly report up through them.

Example: Cathy manages users in the Cookies Organizational Group but she also needs to see users in the Cake Organizational Group and the Sugar Decoration User Group while her colleague is on extended leave. Setting Cathy as a Supervisor for the Cake Organizational Group and for Sugar Decoration User Group will allow her to see those users without have to reassign her as the direct manager of those users or putting her into those two items.

Permission Role: participant

• Today
• Learn
• Practice
• Apply
• Coach - this dashboard will only show if the Supervisor has been set as the manager for at least one Seller, Manager, and/or MOM; the page will be titled Manager Dashboard of Manager of Manager Dashboard and will include aggregate data for each team and a Manager filter as applicable
• Results
• Admin - page is titled Supervisor Dashboard and includes users reporting up to the Supervisor (if any) and users who do not report to them but are in the Organizational Group, Territory, and/or User Group they supervise. Is visually the same as the Client Admin dashboard which includes advanced filtering but not aggregate data.

Client Admin

Definition: someone who has been given the Permission Role of Client Admin; can also be a Seller, Manager, MOM, and/or Supervisor.

Example: Lauren is the customer's project manager and oversees the learning initiative and therefore requires access to see all participants.

• Today
• Learn
• Practice
• Apply
• Coach - this dashboard will only show if the Client Admin has been set as the manager for at least one Seller, Manager, and/or MOM; the page will be titled Manager Dashboard of Manager of Manager Dashboard as applicable
• Results
• Admin - page is titled Admin Dashboard and includes every user within the tenant