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Navigate WorkForge as a Team Admin

As a Team Admin, you hold the most power.

Navigating the LMS as a Team Admin

Team admins and system admins can manage their entire organization, sub-organizations, groups, and learning content. A few of the primary tasks of Administrators include:

Team admins and system admins have similar menu offerings as learners and team leaders, but also have the Adminstrator Menu, which includes the Admin Menu, Learning Navigator, Organization Navigator, and Team Leader Navigator. 

Quick Tip: Mark essential items as Favorites by starring them, such as Organization Navigator, Learning Navigator, Team Leader Navigator, and User Groups. Starred items are placed in the Favorites tab, which serves as your new page upon login, simplifying your view for convenient navigation. 

More about the purposes for each of these platform areas for Admins:

  • Organization Navigator: displays the organization's structure. Clicking on an organization displays its sub-organizations (referred to as sub-orgs), which may include learner, team leader, team admin, and system admin. Team admins can create users here, but it is preferable to create users from the User Summary. Refer to the Managing Users in User Summary module for specific instructions on creating users. 
    • Within the Organization Navigator, you can expand the sub-orgs to view each user and their role in the system. Here, you can manipulate a user's role in the platform.
  • Learning Navigator: the platform to assign and manage learning content and create new learning paths.
    • Each company's folder will contain learning content. You can expand the folders on the left to view all the content within your organization, including the custom content folder and the central library (copy of the catalog).
  • Content Folder: When you click on your organization's content folder, tabs appear on the right, summarizing the content within all of the sub-folders. Within the sub-folders, you see the number of learning paths, self-paced offerings, operational assessment, job roles, and question bank that are within the sub-folders. 
    • The Learning Paths tab will display all learning paths in the organization. You can view enrollments for each path, edit the paths, or enroll users from here. 
    • Click on the Self-Paced tab to view individual course offerings and manage the enrollments.
    • And from the Job Roles tab, you can navigate directly to those job roles and make edits. 
  • Team Leader Navigator: This page will provide an overview of your team leaders and their direct reports. You can also create users here, but creating users from the User Summary is better.

This article was last updated on September 10, 2024.