Assigning a Line Manager to a Recordholder

Assigning a Line Manager to a Recordholder

This guide is intended for Employer Admin users
The Line Manager functionality within SkillGuard allows an Employer Admin user to create a user login account for any recordholder that they Primary Employ, giving the selected recordholder the ability to view and manage the recordholders of other primary employed or sponsored recordholder that they have been assigned to manage. This is particularly useful for users, such as team leaders or supervisors, who only require visibility of a restricted number of recordholders, and who do not require the full functionality available to Employer Admin users in SkillGuard.

Line Managers are able to view key elements affecting the authority to work of recordholders that they have been assigned to line manage, with limited edit rights, allowing them to update the recordholder's contact details and National Competencies.

   1. Log in to SkillGuard. 
   2. Select My Account tab and select Manage Colleague Logins.
   3. On the Users summary screen, click the Add button and select the Line Manager from the dropdown list.
   4. Select the Line Manager field to open the Select Individual window.
   5. Select Search to find the recordholder that you wish to create a Line Manager user account for.
   6. Select the recordholder you wish to create the account for, then press Select.
   7. Enter the remaining details for the Line Manager selected. The recordholder’s name and email address will be auto-populated and cannot be changed, only the Username will need to be created then click Save.

The newly created Line Manager will receive a registration email detailing their User Role account with a hyperlink to SkillGuard, where they can set their password and then log in.

Only Primary employed recordholders with email addresses, and who do not already have Line Manager accounts will appear in the list.
The search fields such as SkillGuard Number, Date of Birth, First Name and Surname are optional. A blank search can be performed to find all existing Line Managers.



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