This article will cover the ability for Manager, Publisher, Coach roles to assign out content to other users.

Note: This only applies to assignable content (ie. Scheduled Huddles and Learning Paths). Participants cannot be added to Open Huddles as these are considered “self-service” content. Rather, participants are included in the Activity lists within Open Huddles when that user logs an activity.

How to Assign Content

In SalesHood, users that have any role above individual can assign out content to participants.

• Managers can only assign out to their own Team
• Publishers and Coaches can assign out content to all users. 

Assigning users can choose to assign content by Team, Segment or Group. In order to assign a subset of users, you must first create it via the Manage Users page.

Important Note: Please be advised, SalesHood tracks and maintains participation history by linking it with the user team, segment, or group in which it has been assigned. Changing user profile details will alter the history record of that user’s participation. For example:

1. A Manager assigns their Team A to Huddle “Sales Training”
2. An Individual user assigned to Team A moves departments, and is now assigned to Team B
3. That user will no longer have a visible record reporting they participated in the Huddle “Sales Training” unless Team B is also assigned, or the individual is added back to the Huddle.

Adding Users to Huddles

Classic UI

1. Navigate to the Overview page of a huddle

2. In the [Enter participant’s name] box, type in the name of the individual, team, group or segment you would like to be assigned to the content.

3. Click on the name, and select Add to Huddle to add them to a huddle

Modern UI

1. In the huddle Overview screen, click on the Leaderboard tab in the left hand huddle menu
   

2. In the Leaderboard screen, click on +Add Participants

3. In the Add Participants window, search for any individual, team, group or segment, and click on the name to select. Once you have made all your selections click on Add

Learning Paths

1. Navigate to the Start Here tab of a Learning Path

2. In the [Enter participant’s name] box, type in the name of the individual, team, group or segment you would like to be assigned to the content.

3.  3. Click on the name, and select Add to add them to a huddle