What permissions do Administrators, Trainers, Managers, Team Leads, Reporters and Trainees have?

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Permission levels are available for Premium and Enterprise Tiers. Our Standard Tier only has Administrators or Trainees.

 

 

Take a Course

View Course, Series, or Advanced Reports

Remind, Reset, and Set Deadline to Course/Series

Invite Trainees to Course/Series and Add New Users

Create New Courses and Edit any existing Course

Full Access and no restrictions.

Ability to assign permission roles to users

Administrator

Trainer

 

Manager

 

 

Team Lead

 

 

 

Reporter

 

 

 

 

Trainee

 

 

 

 

 

 

Administrators: Access to all content and all users. Administrators have access to the Manage Account page which means they can change the billing information and the account plan level.  Administrators cannot be restricted to groups, they always have access to all users and can edit/delete/manage all courses. Administrators are the only ones who can change Trainer/Manager permissions.

 

Trainers: Trainers have access to all courses. They can create new courses and edit current courses. By default Trainers also have access to manage all users as well as add new users. Trainers can also be restricted by a group. Limiting a Trainer to one or more groups narrows the users the Trainer can see and manage, it will not limit their control over content, i.e., courses, series or catalogs. (*restricting by group is available on Enterprise Tier only)

 

Managers: Managers can view reports and Manage trainees. Managers cannot create courses or edit course content. By default Managers have access to manage all users as well as add new users. Managers can have their view restricted by a group. Limiting a Manager to one or more groups narrows the users the Manager can see and manage. (*restricting by group is available on Enterprise Tier only)

 

Team Leads: Teams Leads can view reports and do specific managerial tasks for trainees. They can remind, reset and set deadlines for trainees in courses and series. They cannot archive, drop or invite trainees to the system or any course/series. Team Leads cannot access catalogs and cannot edit/create groups. Restricting a Team Lead to one or more groups limits the users the Team Lead can see and manage. (*restricting by group is available on Enterprise Tier only)

 

Reporters: Reporters are the most restrictive role option. Reporters can access course, series and advanced reports. They cannot take any actions on trainees. They cannot preview content or view catalogs. Restricting a Reporter to one or more groups limits the users the Reporter can see in reports. (*restricting by group is available on Enterprise Tier only)

 

Trainees: Trainees have the ability to take courses but have no administrative access.

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