Enhancing your manager settings is crucial for maximizing the effectiveness of Bridge. 

The import described above (along with other fields) would update the user profile for Jeremy Carter, indicating that Ester Gross is now assigned as his manager. This ensures proper reporting lines and management functionality within Bridge.

No further action is needed to assign the Bridge manager role to a user, as it is automatically set when the manager UID is assigned. Additionally, there is no alternative method to assign the manager role. When viewing Ester Gross in Admin > Users & Permissions > Manage Users > Modify Roles, you’ll notice that the "manager" role is checked and greyed out. The only way to remove this role is by removing the manager UID from any users linked to Ester Gross.

Managers in Bridge have specific permissions that allow them to oversee their reporting lines. Managers can view both direct and indirect reports in the admin settings, as well as see their enrollments in Analytics. However, they do not have the ability to modify any user data.

For more details on roles and permissions, you can download our sample Roles & Permissions tracker [here].

Admins can also view all manager groups by navigating to Admin > Users & Permissions > Manager Groups > Filter By > Manager Groups. Here's a view of Esther Gross’s learners:

For Esther Gross, she will only see the group, “My Learners” in Bridge:

Esther can create both smart and manual groups, but only using data from her reporting line. Additionally, she can view her reporting line's data in the Analytics Transcript, ensuring her access is restricted to just her direct and indirect reports.

By default, managers in Bridge can create content and enroll only their learners in that content. However, if your goal is to restrict certain actions, there are a few ways to adjust permissions to suit your needs.

One option is that an Account Admin can limit manager permissions directly in the account settings, helping to manage what managers can create or access. This gives you more control over how much autonomy managers have in managing content and enrolling learners.

Make sure to hit "Save" at the bottom of the page. Once saved, managers will shift from this view, where they can see the Author navigation, to a more restricted view with limited access based on the permissions you’ve configured. This ensures that managers only have access to the actions and data relevant to their role.

In the example of Esther Gross, once permissions are limited, she will have a more streamlined view. The Author navigation will no longer be visible, and Esther will only be able to access the features and data relevant to managing her team. This includes viewing her direct and indirect reports, managing learner enrollments, and accessing relevant reports within the scope of her permissions. This view ensures that Esther can focus on her responsibilities without having access to broader admin or content creation features.

Currently, creating content and enrolling in content are linked as a single permission. However, if you'd like to allow managers to enroll their learners without granting them the ability to create content, this can be done by creating a custom role. This would require additional configuration to separate the permissions.

Alternatively, you can request Bridge support to enable a feature that allows content editing to be restricted to owners. This feature ensures that only authors and collaborators can edit their content, providing a more controlled environment.

For example, if Esther Gross had created her own content, she could filter her content by selecting "Only My Content." This would display only the content she owns and has editing privileges for, ensuring she can manage her content without seeing or accessing content created by others.

If Esther Gross wanted to collaborate on content with others, she could add collaborators to her course. This would allow other users in her organization to view and edit the content under the same filter, ensuring that only the relevant users have access to manage the course. By adding collaborators, Esther can maintain control over the course while also enabling team members to contribute or make necessary edits.

Enrolling learners in content can be done in two ways:

1. Individual User Level: Managers can enroll users one by one within their reporting line.
2. Group Level: Managers can also enroll learners by selecting the “My Learners” group under the Groups section, allowing them to manage enrollments for multiple users at once.

Both options give managers flexibility in assigning content to their team members based on their preferred method.

Managers can receive a weekly summary notification that provides a digest of key activities and updates. This notification can be enabled or disabled via the following steps:

1. Go to Admin > General > Notifications.
2. Locate the Manager Summary setting and toggle it on or off, depending on whether you want managers to receive the weekly digest.

This summary will help keep managers informed about their team’s progress, new tasks, and any other relevant updates.

The send date for the weekly summary notification directly aligns with the day it is enabled. If you're specific about when you'd like the email to be sent, we recommend disabling it until you're ready for it to begin.

The digest email will include important information, such as any overdue required coursework and coursework that is due within the next seven days, ensuring managers stay informed about their team's progress and deadlines.

Clicking on the “View All Items” button will direct the manager to the Analytics Overview page, where they can view more detailed insights and reports on their team's progress, including completed and upcoming coursework, engagement levels, and other key performance metrics.

Clicking on any learnable titles in the email will take the manager directly to the Learnable landing page, where they can access and manage the content assigned to their team, including tracking progress and enrolling learners.

There is likely content that you will want your managers to see specific to their roles as leaders in your organization. Read here on making smart groups smarter, including how to leverage a value in your user management upload to create a manager-specific group (at this time, there are no role-based smart group options). 

As part of your organizational strategy, it's essential to provide managers with specific training content tailored to their roles as leaders. You can create manager-specific groups and assign them relevant content to ensure they have access to the most critical learning resources.

To make the most of your user management upload, you can leverage a value to create manager-specific groups (please note, there are currently no role-based smart group options). This will allow you to streamline content delivery and ensure managers have access to training materials suited to their leadership responsibilities.

For a more advanced approach, smart groups and categories can work seamlessly together to deliver the right content to the right audience. By setting up manager-specific smart groups and categorizing content accordingly, you can ensure that only relevant materials appear on their My Learning page. Read here on making smart groups smarter.

For example, creating a manager group and assigning a category of content will make that content visible on the managers' My Learning page, allowing them easy access to the resources they need to support their team’s development.

For more information on how smart groups and categories work together, check out our article here.

It will look like this in their Learning Library:

Once you've set up the manager-specific group and assigned relevant content, managers will see the curated content directly in their Learning Library. The categorized materials will be neatly organized, making it easy for them to access and stay up-to-date on training resources tailored to their leadership roles. This streamlined approach ensures managers are equipped with the tools they need to drive team development and performance effectively.

Please reach out to support@bridgeapp.com if you have any questions or need assistance.

Additionally, we have an article here with tips and strategies to increase manager engagement in Bridge, ensuring your managers make the most of the platform's features and functionality.