Academy Admins can assign members to specific units and above units, based on your academy's organizational structure.
Before assigning any locations to your Academy Members, make sure you have created the needed Above Units and Units: Setting Up Your Academy's Organizational Structure
Assigning an Above Unit or Unit
Once you verify that you have all the needed locations created, head to the Manage Members page.
In the left navigation, make sure you are in the Academy Workspace.
When in the Academy Workspace, select Academy Admin for all Academy Administration options.
Select Organization and then Manage Team Members.
Use the search bar or available filters to locate the desired individual, then check the box next to their name. Click the three-dot menu and select Add Above Unit/Unit.
Search for a specific type, if needed, then make your selections from the window that appears.
Saving when finished.
Please note that you may not be able to connect a user with multiple (Above) Units if this is not configured on the Academy Settings. Read more: Associating Members with Multiple (Above) Units
Save when finished.
Tips!
- To assign an (Above) Unit to multiple users, select the checkbox next to the names of the users that you want to select. Once you have selected all the users that you need to update, follow the process described above, to assign them all to the same (Above) Unit(s).
- You can assign an (Above) Unit to multiple users using an advanced association process or an automated association rule. To learn more on how to achieve this read: Mapping Team Members
Remove an (Above) Unit
To remove an (Above) Unit from a user, select the user, click the three-dot menu and select Remove Above Unit/Unit.
In the window that appears, follow the same process you followed above. Only the Above Units/Units that the user is currently assigned to will populate as options for you to remove.
Select the appropriate checkbox(s), and Save when finished.