Contents
Purpose
Review Customer Learning Manager
Set Up a New Learning Manager
Purpose
BoldU is the learning system customers access for product learning content and information. For new implementation projects, a customer Learning Manager will be set up as the primary resource to access their learners’ progress and manage their courses.
For existing customers, a review that a Learning Manager has been created is all that is required.
Top of Document
Review Customer Learning Manager
To confirm if a customer already has a Learning Manager set up:
- Open the customer’s account card
- Scroll to the ‘Customer Information’ section
- Review the ‘Learning Manager’ field
- If a contact name exists, they have been set up already
- Copy the Learning Manager's name and place it in the project task Chatter and complete the task
- If a contact name does not exist, or the one on record is no longer with the company, Follow the steps for Requesting a Learning Manager setup below
- If a contact name exists, they have been set up already
Set Up a New Learning Manager
If no Learning Manager is identified under the customer account card, or the resource listed is no longer with the company, request a new Learning Manager be set up.
- Open the BoldU task within the project
- Click on the ‘Activity’ section
- Click in the Email box
- To: BoldU@boldgroup.com
- Select template: ‘BoldUAccess’
- Fill in the section in red
- Remove products unrelated to the project
- Level = 1
- Send the email
- If an error is received – remove the country line from the email
- If the customer is outside the US manually add the country information
- The BoldU resources will create the new Learning Manager and inform them
- The task can be completed
— Tom on 03/04/2024
the email should be BoldU@boldgroup.com