When you assign a region to someone in the dashboard you are adding a filter to the user for easier searching down the road. This is most commonly used for cohorts, classes, regions, and user at different locations.
How does assigning a user or manager do?
User
Training- When assign a tech a region to does nothing to their interaction with the platform. This just makes sorting for your easy when adding a bunch of users.
Manager
Training- When assigning a region to a manager this does nothing with the usage of the training for them.
Dashboard- If a manger has a region assign they will only be able to see other mangers or techs also assigned with this region.
If you want a manager to see all techs on the dashboard the manager should have no region assigned to them.
How to assign a regions to a user?
Existing User
Log into the dashboard
Click "View Employees
Click "Actions"
Select "Edit Employee Information"
Find "Region/Division"
Create a new division or select one you already created.
Click "Save changes"
New User
Log into the dashboard
Individually
First enter First Name, Last Name, Email.
Then select User Type.
Then Add Employee In the bottom right.
Next you will be asked to "Select a Region" here you can assign or create a region.
Click "Assign Region"
Then add a learning plan.
Bulk
First Download Template
Enter all information as shown on sheet
Drag & Drop .cvs file into upload box
Once upload is completed and successful
Hit Review Users
Conform all User Type
Then Add Employee In the bottom right.
Next you will be asked to "Select a Region" here you can assign or create a region.
Then add learning plans.
How to change an existing region
Log into the dashboard
Click "View Employees
Click "Actions"
Select "Edit Employee Information"
Find "Region/Division"
Create a new division or select one you already created.
Click "Save changes"
How do I remove a region from a user?
Log into the dashboard
Click "View Employees
Click "Actions"
Select "Edit Employee Information"
Find "Region/Division"
Click the "X" to remove the region
Click "Save changes"