Team Sharing
Purpose
Share an existing team with additional usersâsuch as external managers or partnersâso they can view learner data and analytics for that team without gaining edit, invite, or notification privileges.
Overview
Beyond CSV-based platform invitations, teams can now be shared directly from the Management UI. This lets you grant read-only and analytics visibility to users who did not create the team (and may currently be students).
Setup Steps (UI-Based)
Open Team Management
- Go to Tenant Settings â Management.
- Locate and open the team you want to share (e.g., Company A).
Edit Team Permissions
- Edit the team and add the user(s) you want to grant access to.
Assign Permissions
- Read: allows viewing the team and its members.
- Edit: allows viewing and editing the team and its membership.
- View Analytics: allows viewing enrollments, progress, and analytics for that team.
- Notification Manager: allows managing alert settings for the tenant and sending notifications to the team.
Assign Read and View Analytics together to enable full oversight of team data (without edit powers).
Add Users or Groups
- Add individual users (e.g., a company manager who currently exists as a student), or
- Add a group to bundle multiple managers together for easier management.
Save
- Once saved, the added users can log in and view analytics only for the assigned team.
What Shared Users Can (and Canât) Do
Can
- View team membership.
- View analytics, enrollments, and learner progress for their team.
Cannot (with Read + View Analytics only)
- Edit the team or its membership.
- Manage alert settings or send notifications.
- Access other teamsâ data.
Result
Team sharing lets you grant scoped visibility to the right peopleâdirectly from the UIâso they can oversee their learnersâ data without exposing or altering anything else on the platform.