Setting Up My Team in Docebo

Evgeniya Ioffe - April 21st 2024 - 5 minutes read

In today’s fast-paced business environment, equipping your team with the right learning tools is not just an option but a necessity. Through this article, we'll delve into setting up and optimizing your team in Docebo, a leader in the field of Learning Management Systems. From initial setups that align with your organizational goals to harnessing sophisticated integration and automation features, we take you through creating a tailored and effective learning environment. Additionally, we will explore dynamic ways to monitor and enhance team performance through powerful analytics. Whether you're looking to refine your current program or start a fresh journey into microlearning, these insights will guide you towards achieving a more informed and skillful workforce. Join us as we unfold the steps to unlock the full potential of Docebo for your team's learning and development.

Initial Setup and Team Configuration in Docebo

To begin setting up your team in Docebo, the first essential step is creating user roles and defining permissions. Access control is critical in managing what each team member can see and do within the platform. Start by logging into your Docebo admin account, navigate to the Admin Menu, and select the 'Roles Management' option. Here, you can create roles such as Administrator, Instructor, and Learner, each with specific permissions that align with your organizational structure and the responsibilities of each role.

Next, assign these roles to your users by navigating to the 'Users Management' section under the Admin Menu. This feature allows you not only to assign roles but also to activate or deactivate user accounts, adjust individual permissions, or group users based on department or job title. It’s important to ensure that each member has the appropriate level of access corresponding to their role requirements.

Lastly, basic group management can be performed under 'Groups Management' in the Admin Menu. Create groups to reflect your organization’s departments, project teams, or any other functional units. Assign users to these groups based on their roles and learning needs. This structure not only helps in organizing your users effectively but also in deploying specific learning materials to targeted groups, ensuring that the right content reaches the right audience.

Optimizing Team Learning Paths

Creating highly tailored learning paths in Docebo for different team roles requires a focus on structured courses and the relevancy of content. Each path should be meticulously crafted to meet the specific developmental needs of a role, ensuring that team members are not just consuming content but are engaging in learning that directly enhances their on-the-job skills and knowledge. To accomplish this, learning administrators need to select courses that are not only up-to-date but also closely aligned with the evolving demands of each role within the organization.

Setting criteria for progression within these paths is crucial for maintaining a clear, outcomes-focused learning journey. This involves defining specific milestones and competencies that learners need to achieve before advancing to more complex subjects. Such a structured approach ensures that there is a purposeful build-up of skills, which serves to motivate learners by providing them with clear goals and expectations. Additionally, this strategy aids in the identification of any gaps in knowledge that might require supplemental training or resources.

Finally, assessing learning outcomes effectively is key to optimizing team learning paths. This goes beyond completing courses to involve evaluating the direct impact of learning on job performance. Regular feedback from team members, coupled with practical assessments or projects that reflect real work scenarios, can provide valuable insights into how well the learning paths are translating into improved performance and productivity. These outcomes then inform future learning content and strategies, making the process of continuous improvement integral to the learning culture within the organization.

Integration and Automation Features

Docebo's integration and automation capabilities significantly streamline the learning management process by connecting with various external tools and platforms. This seamless integration allows for the automation of critical tasks such as user enrollment and report generation. For example, companies can integrate Docebo with their HR systems to automatically sync employee data and enrollments, thereby reducing the need for manual input and eliminating the chances of errors. Additionally, Docebo's powerful APIs enable customized integrations with business intelligence tools, allowing for automated, real-time report generation that aids in immediate decision-making and learning strategy adjustments.

Moreover, the platform supports Learning Tools Interoperability (LTI) which broadens its ability to seamlessly connect with a multitude of learning and content tools. This feature ensures that learning content, tools, and systems can work together effectively without the need for custom programming. This interoperability is crucial for organizations looking to leverage diverse learning resources and tools, facilitating a rich, integrated learning environment that operates efficiently across different platforms.

To further enhance operational efficiency, Docebo includes automation features that handle routine tasks, allowing administrators to focus on more strategic initiatives. For instance, through the use of workflow automations, administrators can set triggers for specific actions within the LMS, like issuing certifications upon course completion or sending reminder emails for pending courses. These automations ensure that learners and instructors experience a proactive, engaging learning environment with minimal manual overhead, optimizing the overall learning process and enhancing user engagement and satisfaction.

Analytics and Reporting for Team Performance Monitoring

Docebo offers advanced analytical tools that empower teams to monitor and enhance their performance effectively. Custom dashboards can be set up to visualize course enrollments and engagement levels, providing product managers with intuitive access to crucial data points like learner progress and content interaction. These dashboards utilize data aggregated from sources such as Snowflake and Tableau, facilitating a comprehensive overview of team activities and learner outcomes. This visualization aids in understanding which aspects of the course work well and which require improvements, thereby enabling informed decisions on curriculum adjustments to better meet learner needs.

Moreover, the integration of learning analytics into Docebo allows for a deeper dive into the effectiveness of training programs. Managers can assess the raw data on course performance to observe trends and patterns in learning behavior. This data includes user-behavior details that add granularity to product tracking, helping managers identify not only areas of high engagement but also those where users may struggle. With this knowledge, teams can tailor their approaches to enhance learning experiences and outcomes, ensuring that the training is relevant and impactful.

Utilizing these analytics, Docebo also supports strategic decision-making regarding future training initiatives. The forthcoming enhancement of data governance within the platform will expand managers' ability to forecast and plan efficiently. With improved data structures and fact tables, insights will become more accessible and actionable. This evolution in analytics supports Docebo’s goal to transform learning management into a strategic business tool, empowering teams to leverage educational analytics not just for performance reporting but as a foundation for thoughtful, strategic planning and growth.


This article provides insights into setting up and optimizing a team in Docebo, a leading Learning Management System. It covers the initial setup and team configuration process, optimizing team learning paths for individual roles, utilizing integration and automation features, and leveraging analytics and reporting for team performance monitoring. Key takeaways include the importance of access control, tailored learning paths, seamless integration with external tools, and the power of analytics in driving informed decision-making and strategic planning for training initiatives.