How to create learner roles and teams

Last updated: September 15, 2026

Learner roles and teams describe the person being trained, which is what gives Solidroad the context it uses when it builds and scores simulations. This article covers what each one is for and how to create them.

What it is

What it's used for

Learner Role

The job type or rep persona (e.g. SDR, Support Agent)

Tells Solidroad who is being trained - shapes simulations

Team

The customer-facing group a rep belongs to (e.g. Sales, Technical Support)

Gives the Solidroad context about the rep's environment

Group

A collection of users for training management (e.g. New Hires, EMEA Team)

Used to assign simulations and track performance at scale

Create learner roles first, then teams, then groups. Learner roles are referenced when you build a simulation, so having them in place first saves rework. All three can be located under tabs on the Settings page.

Step 1: Create a learner role

  1. In Settings, click Training and select Learner Roles from the dropdown.

  2. Click New Learner Role in the upper-right corner.

  3. Enter a Name, for example "Account Executive", and optionally a Description.

  4. Click Create. The role appears in the list, and you can use Edit or Delete to change it later.

Write a real description rather than repeating the title. Solidroad uses it when generating and scoring simulations, so "Tier 1 support, email only, billing queries, two minute response target" produces a more relevant scenario than "Tier 1 support".

Step 2: Create a Team

  1. In Settings, click Training, and select Teams from the dropdown.

  2. Click New Team in the upper-right corner.

  3. Enter a Name (e.g. "Enterprise Sales") and, optionally, a Description.

  4. Click Create.

Your new team appears in the list. Use Edit or Delete to change it later.

Related articles

If you have any further questions, contact the Solidroad team via the Help tab in the platform.