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Best Answer

Visibility of learner details during search for My Team - Manager Role

  • February 16, 2024
  • 1 reply
  • 45 views

How can we ensure that a manager can only see learner details that are a part of their ecosystem during search for users to add under ‘My Team’? Basically, my concern is - If a manger search user to add under ‘My Team’ they should not get to see user details of all users across the platform.

Best answer by KMallette

@sdswarn04  Direct Managers (or other manager types) can’t search for members in the platform.  They must know the username/email address in order to send an invitation.

Check out the Managing Team Requests section in this KB article: https://help.docebo.com/hc/en-us/articles/360020082000-Setting-Up-My-Team-as-a-Superadmin#01H7FCQ0SKTCYTKHCEFHYGMP62

I think the key thing here is that if your Direct Manager has a PU profile, you can control their access to Users thru that.  Assign only the branches/groups/users that are relevant to that DM.

1 reply

KMallette
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  • February 16, 2024

@sdswarn04  Direct Managers (or other manager types) can’t search for members in the platform.  They must know the username/email address in order to send an invitation.

Check out the Managing Team Requests section in this KB article: https://help.docebo.com/hc/en-us/articles/360020082000-Setting-Up-My-Team-as-a-Superadmin#01H7FCQ0SKTCYTKHCEFHYGMP62

I think the key thing here is that if your Direct Manager has a PU profile, you can control their access to Users thru that.  Assign only the branches/groups/users that are relevant to that DM.