All Collections
Manage
Managing users
Roles
Roles
Mai Johansson Alm avatar
Written by Mai Johansson Alm
Updated over a week ago

Roles are a way for organizations to create personalized learning experiences for learners. Sana can identify the courses most relevant to each learner's role and interests, allowing them to quickly find the courses they need to develop their skills and knowledge.

What is the personalized learning experience?

Assuming roles have been set up, let's check out what a personalized learning experience could look like from a learner's perspective.

The very first time you sign up to Sana you are greeted with a landing page, you are asked to select the role you would like to develop and then pick at least 3 areas you would like to learn about.

Once you have selected your areas of interest, Sana creates a personalized learning plan tailored to your needs. Through this experience, you are able to gain the skills and knowledge you need to reach your goals.

Check out the video below to see what this looks like for new Sana employees:

How to set up Roles

  1. First off, you need a range of courses that are set to available to all and appeal to at least one role. There are a couple of options here:

  2. Sana offers a readymade taxonomy with 20 roles and relevant tags attached to them across Sales, Marketing, Support and Tech. Reach out to your CSM to enable it. Contact your Sana representative to enable it

  3. Alternatively, you can create your own courses for different roles and make them available to everyone. (See how to set a course that everyone can see here) If creating your own courses you will need to assign relevant tags to those courses too (see how to create tags and add them to content here).

2. Once you have a selection of courses available, you need to add roles (if you haven’t enabled the Sana library aforementioned)

  1. Go to Manage > Roles

  2. Add role

  3. Create New

  4. Add Name of the role and select tags associated with the role

Now you’ve done it! You’ve set up your first role and you’re on your way to creating an awesome personalized learning path for all of your learners.
Next time a learner signs up they will be greeted with the roles landing page including all the roles you have set up with tags and tagged courses

We recommend setting up at least 3 roles so that your learner has options!

How a user can update their Roles after they have set them

If a user has set their roles preference but wishes to learn more or change their current set up they can easily change which roles or tags are assigned to them, simply follow the instructions below:

  1. Click on your top right profile icon

  2. Click Settings

  3. Add/remove Roles or tags

  4. Refresh your page to see an updated learning experience

Did this answer your question?