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User Experience with the My Team Functionality

  • January 29, 2025
  • 7 replies
  • 102 views

smallc
Helper I
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Hello Wise Community,

We are running a small, internal pilot using My Team before rolling it out to our external partners. We have a few questions that I can’t find answered in any documentation. 

Course Type: ILTs with training material attached in folders. 

  • As a user, where can you see who your manager is? The My Team page is only for manager, correct?
  • If a manager enrolls members of their team into an ILT, how will the team members know about it? How will they know to enroll in a session? Is there a way for a manager to enroll team members into a session instead of a course? Would it be best practice to have the manager email the team through the platform with the session enrollment like? We have a notification and calendar invite for when a user enrolls in a session, but not for a course. (We used to have a notification when users enrolled in ILTs, but users found it to be too much).
  • When the manager added members to her team, most people got the pop-up to accept the team invite, but one or two people did not. I opened a ticket about this and it has been escalated. Have any of you ever experienced this?

Thank you for sharing your insights and creative designs!

Cat

Best answer by lrnlab

Hello Wise Community,

We are running a small, internal pilot using My Team before rolling it out to our external partners. We have a few questions that I can’t find answered in any documentation. 

Course Type: ILTs with training material attached in folders. 

  • As a user, where can you see who your manager is? As far as I know, the user cannot see the direct manager name/username on their profile. If you want to expose this, you would need to an additional field make it visible to the user; only hitch is you would need to find a way to keep updated
  • The My Team page is only for manager, correct? Correct
  • If a manager enrolls members of their team into an ILT, how will the team members know about it? There are separate notifications for course enrolment vs. session enrolment. You can add some language in the course version to alert users to the fact that they need to sign in to choose a session date, etc.
  • How will they know to enroll in a session? Is there a way for a manager to enroll team members into a session instead of a course? Not to my knowledge 
  • Would it be best practice to have the manager email the team through the platform with the session enrollment like? you could do that but how would the manage obtain the session link?
  • We have a notification and calendar invite for when a user enrolls in a session, but not for a course. (We used to have a notification when users enrolled in ILTs, but users found it to be too much). the 2 are separate so you might have to choose what is the process for your org.
  • When the manager added members to her team, most people got the pop-up to accept the team invite, but one or two people did not. I opened a ticket about this and it has been escalated. Have any of you ever experienced this? We do not use that function.

Thank you for sharing your insights and creative designs!

Cat

 

7 replies

Cindy Moore
Contributor II
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  • Contributor II
  • January 29, 2025

Following because I am interested in the answers to your first few questions. :) Cindy


lrnlab
Hero III
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  • Hero III
  • Answer
  • January 29, 2025

Hello Wise Community,

We are running a small, internal pilot using My Team before rolling it out to our external partners. We have a few questions that I can’t find answered in any documentation. 

Course Type: ILTs with training material attached in folders. 

  • As a user, where can you see who your manager is? As far as I know, the user cannot see the direct manager name/username on their profile. If you want to expose this, you would need to an additional field make it visible to the user; only hitch is you would need to find a way to keep updated
  • The My Team page is only for manager, correct? Correct
  • If a manager enrolls members of their team into an ILT, how will the team members know about it? There are separate notifications for course enrolment vs. session enrolment. You can add some language in the course version to alert users to the fact that they need to sign in to choose a session date, etc.
  • How will they know to enroll in a session? Is there a way for a manager to enroll team members into a session instead of a course? Not to my knowledge 
  • Would it be best practice to have the manager email the team through the platform with the session enrollment like? you could do that but how would the manage obtain the session link?
  • We have a notification and calendar invite for when a user enrolls in a session, but not for a course. (We used to have a notification when users enrolled in ILTs, but users found it to be too much). the 2 are separate so you might have to choose what is the process for your org.
  • When the manager added members to her team, most people got the pop-up to accept the team invite, but one or two people did not. I opened a ticket about this and it has been escalated. Have any of you ever experienced this? We do not use that function.

Thank you for sharing your insights and creative designs!

Cat

 


smallc
Helper I
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  • Author
  • Helper I
  • January 29, 2025

Thanks, ​@lrnlab! Your answers are very helpful. I’m glad we’re running this pilot internally to fully understand the best ways to make it flow for our users and partners.


smallc
Helper I
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  • Author
  • Helper I
  • January 29, 2025

One more question. If the course is an ILT, will it show as overdue if the user doesn’t attend the live event? Thanks!


lrnlab
Hero III
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  • Hero III
  • January 29, 2025

One more question. If the course is an ILT, will it show as overdue if the user doesn’t attend the live event? Thanks!

Only if you apply a “validity end date for the course or individual enrolment. Sessions have no concept of overdue.


smallc
Helper I
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  • Author
  • Helper I
  • January 29, 2025

Thank you, ​@lrnlab!


lrnlab
Hero III
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  • Hero III
  • January 29, 2025

you might also want to have a look at the roadmap...Lots of improvements in the works for My Teams

https://community.docebo.com/ideas

Search for “My Team”