What does assigning a region do?

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"