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Teams Section Walkthrough
Teams Section Walkthrough

A guide to ITPro ProPortal Teams and how best to utilize this feature

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Written by Team
Updated over a week ago

Terms to Know

Team: A collection of users for the purposes of reporting and assignments. 

Subscription:The total memberships available to a company that allow invited users to access ITProTV.    

Users:All the people from your company that have a seat on your subscription. Can be seen on the Users tab. 

Seats: The number of available memberships you can assign to users to allow access to ITProTV.  

Seat Admin: A person assigned access to the ProPortal (Seat admins do not use seats).     

(Learning) Module: A collection of content (episodes and/or courses) with a name and a description created to be assigned to one or more Users.  

Assignment: A Learning Module that has been assigned to one or more Team Members with a due date.   

Activity: A summary of a user’s viewings.    

Team Activity Download: This download gives you all the activity history of all users on a specific Team. This can be found by clicking ‘Team Activity’ on the top right of the manage team view.  

Assignment Activity Download: This download gives you all the activity related to a Learning Module.  You can find this by clicking ‘View’ button on an individual Learning Module, then you will see the download option on top right.   

Creating your Teams

The Teams section is easy to access within your ITProTV ProPortal. Click the link on the navigation panel on the left side of the page:

Once on the Teams page, you will be able to create your first team. Click on the orange button labelled  "Create New Team."

  • Step 1: create your team name, then click Next.   

  • Step 2: Add Users (who are active and are already added to your subscription) to your new Team. Start typing the name or email of the user, or scroll down the page to see everyone available for assigning. Click the Select button to the right of their name to add them. Once your team is complete, click the Next button on the bottom right. 

  • Step 3: Review your team and its members. To make any changes, click on the step numbers above to go back to review that step and make any changes. 

  • If you are satisfied, click the Create Team button.   

🎊Congratulations, your Team is now created!🎊

Monitoring your Team through the Activity Reports

You can edit and view data on each team by clicking the Manage button beside each one.

  • To get an export of a Team’s activity (course viewings, downloads, completions, etc), click the Team Activity button on the top right corner of that Team’s page.   

  • If you want to add new users, you can add them to a team during the initial invite stage (see the ProPortal Walk-Through for more on this) or you can add them through the Add Team Members button on that Team’s page. 

Using Assignments with Teams  

If you haven’t checked out our ProPortal Assignments for Seat Admins article, take a moment and check out that article here before proceeding.  

You can filter your list of Users by Team to allow you to quickly assign the module to all (or selected) members of that team.

Please reach out your Customer Success team (Success@ITPro.TV) for any assistance needed in utilizing our Teams, Assignments or any other ProPortal features so that they can ensure you are successful in using ITProTV for your company!   

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