Managing All Teams
The Managing Teams functionality enables managers to view, manage and edit their teams' progress in the Codebashing courses. Manager access to teams is limited to the teams they manage. To learn more on Codebashing roles for each user in your team, refer to Managing Codebashing Roles.
Note
Admin users cannot be part of a team.
The Team List
The Teams Dashboard lists general information on your teams as illustrated and explained below. In addition, you can add and configure or remove teams.
From the menu, select
Teams. The Teams Dashboard appears.
Parameter | Description |
|---|---|
Teams | The total number of teams |
Total Members | The number of all team members |
Completion Rate | The average completion rate of all teams |
Manage Teams | |
Team Name | The name you assigned to a team |
Team ID | The automatically team ID number |
Team Members | The number of team members |
Team Managers | The number of team managers |
Include Manager in Team’s Progress Indicator | Check to include managers who are part of the relevant team in the progress status report. |
Overall Completion Rate | The completion rate of all courses assigned to the team. |
Edit | Click <Edit> to change the team name, to add or edit the optional description and to edit the user profile. To edit the team, follow the instructions on creating a team below. |
Actions | Click <Delete> to delete the respective team. |
Working with the Team List
You can create, edit and delete teams as needed. These teams may include regular users and managers, but not admin users. If you wish to create a team, you can do this either by uploading a prepared CSV file with all the required parameters or do it manually following the Add Team wizard.
As part of editing a team, you can choose whether to include managers in the progress reports or not. In addition, managers can be toggled to regular users for a specific team. If needed, such users can be toggled back to managers.
In the Team list View, click <CREATE TEAM>. The Create a Team wizard appears.
Assign a name to the team and add a description.
If desired, define a user limit to restrict the size of the new team.
Click <CONTINUE>. The user list appears.
You can create the team by using a CSV file prepared in advance or add and define users on the user list.
Note
Creating a team by uploading a CSV file is available only for systems that authenticate via SSO.
In the upper right corner, click <Upload CSV>. Instructions appear on how the CSV file must be arranged.
Make sure to prepare the CSV file according to the instructions. If desired, you can download a sample file and use it as a template.
Once the CSV file is ready in a folder of your choice, click <Choose File> and navigate to the CSV file.
Click <UPLOAD>. A summary appears.
Click <CREATE TEAM> to complete adding the team.
Note
If you define a user limit and add more users than defined, an error message appears when attempting to create the team. In this case, you have to go remove users from your CSV file until the number matches the defined user limit and upload it again.
To make things easier, first customize the user list as follows:
To view all users, select All (###). The complete list of regular users and managers appears. (###) states the total number of users in your system.
To view regular users, select Users. The regular users are listed and the managers are hidden.
To view team managers, select Managers. The team managers are listed and the regular users are hidden.
To select certain users, select
the desired users from the user list or enter at least part of their email address into the search field.Note
Users may belong to multiple teams. Therefore, you can select users who already belong to other teams and users who do not belong to any team.
Under Primary Course, select
the desired primary course for the relevant users.To select a primary course for multiple users, select
these users and choose the desired course from the Change Primary Course list.Click <CONTINUE> to apply your settings. A summary appears.
Click <CREATE TEAM> to complete adding the team.
Note
If you define a user limit and add more users than defined, an error message appears when attempting to create the team. In this case, you have to go back in the wizard and remove users until the number matches the defined user limit.
In the Teams Dashboard, navigate to the desired team in the table and click <Edit>. The screen image and the table below illustrate and list the parameters that can be edited.
Parameter for Editing | Instructions |
|---|---|
Team Name |
|
Description |
|
Include Managers in the Team’s Progress Indicator |
|
Team Members (#) |
|
Primary Course |
|
Team Role | Members who have been added to Codebashing as Managers can be downgraded to regular users. Such regular regular users can be upgraded back to managers.
Note
|
<SAVE> |
|