Creating your CPD Team

The CPD Team review, manage and approve CPD requests across your organisation.

There are two levels of access available for members of the CPD Team:

1. View & comment.
This is useful for staff members who may need to have oversight of staff for example for cover or finance implications.

2. View, comment & make decisions.
This is suitable for those staff who are responsible for approving or authorising CPD requests.

Assigning CPD Team Access

• Click into to Admin.
• Select Users & Groups from the left hand navigation.
• Find and click on the name of the individual you wish to assign the access to.
• Scroll down to the CPD Team section.
• Click on the Edit CPD Team Access button on the right-hand side.
• Select the level of access you wish the individual to have
• You can apply their specific team title i.e. CPD Coordinator if you wish.
• Once you've selected a level, you can choose to Restrict Access if you require
  • This means the individual can only manage requests from specific groups. 
  • To do this select the 'Restricted to specific Groups of Users' option, before selecting the groups you want the individual to be able to access.
• Click Save and repeat the steps above for any other users you wish to give CPD Team access to.
• The individual(s) will now see the CPD Team under the 'Change' menu in the left hand navigation.

Reviewing CPD Team Access

To check which users have CPD Team access, and at what level:

• Ensure you are in your Admin area

• Click on Reports form the left hand navigation

• Select the CPD Access Report

• This report shows you the level of permission and any given titles an individual has within the team.
• You can edit each users permissions using the Edit CPD access link to the right of the report.