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Location

What is a Location Admin?

 A Location Admin is a special administrative role in the ExpandShare platform. You usually get assigned as a Location Admin if you are the manager of a location or set of locations in the system.   As a Location Admin, you can do everything a basic us...
Feb 01, 2021 12:10

What is a Location Manager?

What is a location Manager?? Well, in ExpandShare, this refers to a managerial role with all of these role based permissions enabled. These managers have the ability to perform functions like manage users at their locations, post on the news feed w...
Sep 14, 2023 14:37

Full Location Admin QuickStart Guide for Download

If you need to share Location Admin Getting Started info with your team, this full version of the PDF is easy to share.
Feb 02, 2021 16:21

Location Dashboard

Location Dashboard ExpandShare makes it easy to check and see how your team is doing. To see the Location Profile click Location on the sidebar.   This page has the name of the currently selected location with overall information about Training, En...
Feb 01, 2021 12:13

Sending a Newsfeed Post

One of the easiest things to do as an admin is a send a Newsfeed Post. Posts are top-down communications with the location (or locations) that you are set as Location Admin for.     To send a post, click Newsfeed in the user sidebar and click in the ...
Sep 15, 2023 11:21

Viewing Recognition

As a location admin, you can view the recognition submitted to users at your locations. Start by going to the location tab and selecting Recognition. If you're looking to submit recognition, click here. This page will give you a report of all...
Oct 20, 2022 10:13

How to Create an Action Plan

Before submitting your audit, know that you can use those failed items to create an action plan. Note that if you're returning to an audit you submitted previously, the create action plan is located under any audit report. At the top right of...
Sep 11, 2023 12:48

Assign Training as a Manager

As a location manager, you may have some content set assignable in your ExpandShare site. These learning tracks might not be assigned to a specific role, but are available to managers to assign to their users. To assign these, start by going to the...
Sep 14, 2023 15:12

Trainer Checks

Trainer Checks allow you to follow a checklist to check off training tasks or requirements that need to be done outside of eLearning. For example, steps in a shadow training day. Just click to complete the tasks on the checklist.   Completing...
Nov 16, 2022 16:15

Completing Trainer Checks

As a manager, one of your responsibilities may be to complete trainer checks for your employees. Let's start by locating a trainer check. To do this, go to the location dashboard. Scroll down to members and find the user you'd like to c...
Sep 14, 2023 11:13

Location Tasks for Managers

As a manager, you may be responsible for managing the tasks assigned to your users. Here is where to find reporting for all tasks your location. Start by going to the location tab. Scrolling down to the operations section and clicking on task. This...
May 09, 2024 08:44

Complete Location Tasks

Tasks can be completed in the checklist tab. At the top of the screen, above Operations checklists, you will see this section titled My Tasks. This gives you an overview of all tasks assigned to you. To complete a task, you can click the chec...
Jan 15, 2024 08:21

User Management for Managers

Admin Levels Explained Managing Users Inviting Users Re-inviting Users
Feb 22, 2023 12:32

Adding Users

Adding Users There are two easy ways to invite new users to your location: Team Code and Invite.   Team Code If your Company Admin has set up team codes for you then the code will appear at the top of the Location Profile page. Click Location from th...
Feb 01, 2021 12:13

Inviting Users as a Manager

As a manager, you can invite users to your location. To do this, go to the location tab and click the plus sign at the top right of the screen. You'll have the option to add a new user. Fill in the user's first and last name, email address, and...
Sep 13, 2023 16:07

Reinviting Users as a Manager

As a manager of a location, you can view all the users in your location from the location tab. Sometimes, newer users may miss or forget about their email invite to ExpandShare. You have the option to resend this invite. From within the location tab, s...
Sep 13, 2023 16:23

Giving Recognition to Users

You can now give recognition to team players that emphasize your company's values. To give recognition to a user start by going to the Location tab, selecting the user, and going to their profile. If you're looking to find submitted r...
Nov 01, 2022 16:28

Unarchiving Users as a Manager

As a location manager, you can unarchive or restore users that were previously in your location. To a user that has been archived in ExpandShare, start by going to the location tab. Click the search icon at the top right of the screen, click th...
Sep 14, 2023 15:15
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