👥 Only 15Five account admins can assign Manager Accelerator permission to people. Only the Engagement Admin and Organization Admins can assign courses to participants.
Your organization has purchased 15Five's Manager Accelerator™ training and is ready to get started! This article walks through how to assign the Manager Accelerator training (either online, hybrid, or live) to individuals on your team so they can begin learning with our expert coaches.
In this article, you will learn...
- What necessary actions you need to take before assigning seats
- How to assign participants to the Manager Accelerator Online, Hybrid, or Live
- How to view a list of individuals who have been assigned the training
Note
If you’d like to request coaching for yourself or your team, check with the owner of your account, or reach out to your Customer Success Manager. If you’re not sure who to contact, you can email us at transform@15five.com and we’ll be happy to assist.
Actions to take before assigning seats
There are a couple of steps you should take before assigning the Manager Accelerator training to participants.
- Make sure that all Manager Accelerator training participants have been added to 15Five.
- Send an email to all participants using our Kick Off Email Template. This email will inform participants of their involvement in the Manager Accelerator course and give them important details and context.
Assign participants
For a person to take part in the Manager Accelerator training, you must grant Manager Accelerator permission to them in 15Five, then assign a seat to them in the Engage Portal. This section walks through how to do so.
Grant permission in 15Five
- Click on the settings gear in the top, right-hand corner of your 15Five account.
- Select 'People' from the dropdown menu.
- You're now on the 'Manage people' page. From here, find the person you want to assign a seat to and click their name to open their account settings.
- Scroll down the the "Permissions" section of the individual's settings page, then check the box next to the online, hybrid, or live option.
- Click Save. The currently available seats count will immediately update to reflect the new availability.
- If the participant is already active in 15Five, assigning them a seat will trigger an automated email from 15Five Transform (transform@15five.com) confirming that they have access to Manager Accelerator and giving them a link to access the course. If the participant is in a created state, they will be notified when they are invited to 15Five.
Assign seats in the Engage Portal
- Open the Engage Portal by selecting Training & Coaching from 15Five's main, left-hand navigation bar, then 'Coaching Hub'. You'll be taken to the 'Manage Sessions' page of Coaching Hub.
- Click View in the "Available Subscriptions" box at the top of the page to open a list of all subscriptions your organization has purchased.
- Click Manage next to the Manager Accelerator subscription you want to assign seats in.
- Click the Assign Subscription button at the top of the page.
- Select the 15Five Facilitation Team that will lead the series.
- Select the participant(s) you want to participate in the series. The dropdown participant list will only include people who have been granted appropriate Manager Accelerator access in 15Five.
- If desired, provide a name for the cohort of people who are participating in the session. The cohort name will display in the Participants column on the Sessions list, and hovering over the cohort name will display the names of the participants in the cohort.
- Designate whether you want Admins to have scheduling permissions, or if you'd like to assign a participant as the designated scheduler.
- Once all the participants have been added, add some notes to help the coach prepare for the upcoming sessions.
- Click the Assign button. If any participant doesn't already have an account in the Engage system, they will immediately be granted access at this point.
- Once the subscription has been assigned, all sessions will be added to the 'Sessions' tab with an Assigned status. Participant(s) will receive an email notification letting them know they have a session to schedule.
View assigned participants
- Click on the settings gear in the top, right-hand corner of your 15Five account.
- Select 'People' from the dropdown menu.
- Click the Filter by button at the top of the employee list.
- You'll see filtering options for 'Manager Accelerator Access (MA)'. Check the box next to Online, Hybrid, and/or Live, then click Apply Filters. All individuals who are assigned to that course will appear on the page.