Affinity Learning Inc.
  • 👋Hey, it's Affinity!
  • Overview
    • 💡What we do
    • ✨Our Features
  • Product Guides
    • 🧑‍🤝‍🧑Types of Roles
      • External Admin
      • Internal Admin
      • Learner
      • Manager
    • 🔐Authenticating
      • 🔐Mandatory SSO Configuration
      • 🔐Okta Integration
        • Custom Okta Fields
      • Domain Restrictions
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      • Accept an Invite
      • Invite an Admin
      • Invite a Learner
    • 🏠Internal Organizations
      • Create an Internal Organization
      • Admin User Management
      • Learner Management
        • Invites
        • Removing
        • Merging
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        • Trainings
          • Nudges
          • Override Status
          • Override Due Date
          • Requirement Override
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          • Individual Bulk Training Management
      • Training Management
        • Assign a Training
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        • Previewing a Training
        • Filtering Trainings
        • Reporting
        • Manage Trainings in Bulk
        • Training Quick Edits
        • Set Due Date
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        • Supporting Documents
        • Nudge
        • Via Sponsor
      • Dashboard
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        • Nudge Schedules
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          • Advanced - Campaigns and Recurring Schedules
      • Notification Settings
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    • 🏛️External Organizations
      • Dashboard
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        • Assigning Training
        • Edit a Training
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        • Previewing a Training
        • Supporting Documents
      • Campaigns - External
        • Creating and Managing
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    • 📚LMS - Authoring
      • LMS Dashboard
      • Deleting a Training
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      • Version Control
      • Structure of a Course
        • Section Management
          • Section Settings
        • Page Management
          • Page Settings
        • Name, Description, & Logo
      • Customizing Content
        • Custom Targeting
        • Custom Templating
        • Duplicating and Customizing Affinity Trainings
        • Theming
        • Design Settings
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        • Question Response Data
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        • Tables
        • Column Layouts
      • Use Cases
        • Policy Attestation Example
      • Restricted Authors of Course
    • 📖Campaigns
      • Campaign Page
      • Campaign Detail Page
      • Create a Campaign
      • Create a Program
      • Program - Activate
      • Program - Learner Management
      • Program - Training Management
      • Program - Editing
      • Program - Delete
      • Campaign - Delete
      • Reporting
      • Advanced
      • Use with Recurring Schedules
    • 🖇️Reporting
      • By Training
      • By Portfolio
      • By Campaign and Program
      • Report Builder & Scheduler
        • Audit Events Report
    • 👩‍💻Learners
      • Dashboard
      • Assigned Trainings
      • Taking a Training
    • ⏰Notifications
    • 📆Nudges
    • 🥇Trainings
      • Previewing a Training
    • 📄Supporting Documents
      • Uploading Supporting Documents
      • Learner Experience
    • Cora - The 24/7 Virtual Compliance Officer
    • Risk Radar & Embedded Assessments
    • Belonging to Multiple Organizations
    • 👩‍💼Managers
    • In Person Trainings
    • Data Exports/Imports from other LMS
  • Fundamentals
    • 🛠️Quick Start Guides
    • New Learners Video Tutorial
    • Sponsored Fintechs Video Tutorial
    • New Orgs - Assigning Trainings
    • New Orgs - Creating Campaigns
  • Use Cases
    • 💳BNPL & BaaS Fintechs
    • 📊Growing Regulated Tech Company
    • 📈Revenue Driving & Sales
    • 🤹‍♂️People Operations
    • 📖Knowledge Management Platform
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On this page
  • Adding Learners to a Manager
  • Removing a Learner from a Manager
  • Adding a Manager to a Learner
  • Removing a Manager from a Learner
  • Manager Dashboard for Learners
  • Individual Learner Data
  • Nudging
  1. Product Guides

Managers

You can manage manager to learner relationships in Affinity for finer oversight needs.

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Last updated 6 months ago

Any learner can be configured to be a manager. A manager will be able to view reporting data for any of their learners. They do not have assignment privileges, just reporting privileges, for accountability purposes.

A learner can have 0 or many managers. That's right, it's possible for a learner to have more than one manager. This is sometimes useful in the cases where organizations want multiple levels of accountability or have a duel manager structure like that of a HR manager and a technical manager.

Admins are responsible for adding learners to a manager or adding managers to a learner. This can be done via the CSV bulk upload or the internal admin UI.

Adding Learners to a Manager

To add a learner to a manager, navigate to the Learners tab and then choose a learner of interest who should be a manager. You will see 3 tabs: Assignments, Managers, and Reportees. Click on the Reportees tab.

After that you will click on the add button to add a new reportee and see an experience like the one below.

Choose a learner to now be managed by this person by clicking on them or filtering and clicking on them. And click Add once you have selected the desired learner.

This will then add them to the list of reportee learners for the current manager learner.

If we then click on Simi's profile, we can see that Faraz is now listed as one of Simi's managers.

CSV Import

It is also possible to add managers to a learner through the bulk CSV import features. To do this you add the Manager_Email field and then put the email address of the learners manager in there.

The CSV import only supports adding managers, it does not support removals. And, the manager must already be an imported user.

Removing a Learner from a Manager

To remove a learner from a manager, click on the delete action button on the right of the list view.

This will just delete them as a learner reportee, it does not delete the learner themselves.

Adding a Manager to a Learner

It is also possible to add a manager to a specific learner. To get started, navigate to the details page of the desired learner whom you would like to add a manager to.

Click on the Add Manager button to begin finding and adding the desired manager.

After clicking Add, this manager will be added to the learner.

Removing a Manager from a Learner

You can click on the delete action button in the managers tab next to the manager you wish to remove. Note that this will not delete the manager as a learner from your system, it will only delete them as a manager role from this particular learner.

Manager Dashboard for Learners

Learners who have the manager role will now see a Mananger Dashboard tab in their learners view.

Clicking on this tab will show summary stats of all their learner reportees.

Individual Learner Data

You can click on any of the learner reportee rows to show line item data about each course they have been assigned.

Nudging

Managers have the ability to manually nudge their learners in different ways:

  • Nudge all of their learners at once

  • Nudge a specific learner

  • Nudge a specific learner about a specific assignment

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