Editing user account details

I can’t find the name of the user in the drop-down, what do I do?

Type their full name into the field.

Can I assign more than one ‘Approving Manager’ to a user?

Multiple approving managers can be added to the learner but please beware that every approving manager will receive email notifications of resource requests.

Can I assign more than one ‘Group’ to a user?

Multiple groups can be added such as business unit, function, team etc. It is built this way in order to cater for different organisation hierarchies and allow admins to segment data by different groups.


Managing requests

Who approves the request of a user with multiple ‘Approving Managers’?

There is no current process to limit a particular approving manager from approving a request so it will happen on a ‘first come, first approved’ basis.

What happens to requests when a budget is removed?

  • Pending Requests

Nothing will happen. Approvers cannot approve the request until a new budget is added to the learner.

  • Approved Requests but not fulfilled

Requests will be fulfilled as usual. If for whatever reason the request needs to be cancelled, you should reach out to our team via Intercom. The possibility of cancellation will be dependent on whether the request has already been purchased or not.


Managing Budgets

When would I need to top up a user’s budget?

You would top up a user’s budget if they have made a request that exceeds their budget but you and their manager agreed they should have access to this resource. Please note the request will not go to our fulfilment team for purchasing until the top-up has been made.

When would I need to deduct a user’s budget?

You would deduct from a user’s budget if a learning resource has been purchased for them outside of Learnerbly and expensed (via your internal processes).

When should I archive a user vs. remove their budget?

If a user is in their notice period and you would like them to continue having access to their Learnerbly account but without spending any more budget, then we recommend to remove their budget.


It is recommended to only archive the user once they have definitely left your organisation.


Playlists

How long does it take to create a playlist?

If it only contains resources found within Learnerbly, it can be done within the same day. Note: ensure you insert the link to the resource page as shown in the ‘Create a Playlist’ section. Not doing so will cause delays in the playlist creation

If it contains external resources it can take 1-2 days, depending on when the user has sent the request for the playlist.

Can I add resources from outside Learnerbly to a playlist?

Yes, please ensure that the link to the external resource is working properly and is accessible to all users in your organisation.

Did this answer your question?