Roles determine what users can see and do in 360Learning.
- Main roles are designed to set the level of access users have to manage accounts, training content, and settings in 360Learning (admin access).
- Specific roles give users access to more collaborative features in 360Learning.
Main roles
Main roles are set at the group level, and users must have one main role to use the platform. Users can have different roles in different groups.
Here is a quick summary of the main roles:
Role |
Summary of permissions |
| Learner |
Learners can play training content and track their performance. They also benefit from all the social features of the platform.
|
| Coach |
Coaches oversee their groups.
|
| Author |
Authors create and improve training packages.
|
| User Administrator |
User administrators are in charge of user management.
|
| Administrator | Administrators are in charge of group settings. This is the most powerful permission a user can have (aside from owner).
|
| Owner |
A 360Learning platform has a single owner. Owners have the same permission level as Platform admins, as well as being the only role with access to the billing menu. |
Neither the author nor the coach roles inherit permissions from the other. For example, a user who is only an author may not invite their group members to a path session they created, and a user who is only a coach may not create courses or program templates.
If you would like a user to be able to create a path session and assign learners to that session, but you do not want to give them full admin access, assign the user both the author and coach roles for their group.
Permissions by main role
Below, you will find a list of roles, clicking on a role will display a detailed list of what that role can/cannot do in the platform.
Play a path session that was assigned to them ✅ Play a path session that was assigned to their group ✅ Play a course or path session from the catalog of their group ✅ Create a course ❌ Create and edit a path (including all steps and actions) ❌ Add a course from the library to their path ❌ View path dashboard ❌ Access statistics for courses and path sessions from which they are the main author (except statistics for users in groups where they don't have the author role, or in private groups they don't belong to) ❌ Access their group's general settings ❌ Access their group's statistics ❌ View path session stats page for groups ❌ Add library courses to the catalog of their group ❌ Share a path with their group ❌ Add users to their group ❌ Remove users from their group ❌ Edit their group settings ❌ Edit roles of users in their group ❌ Configure the page layout in their group ❌ Edit the catalog settings ❌ Add an automatic deletion date for users ❌ Create a group ❌ Create a carousel on a group page ❌ Create a custom training section on a group page ❌ Create a gallery on a group page ❌ Activate the Public channel ❌ Create a tag and assign it to a course or course activity ❌ Set main tags ❌ Delete a tag ❌ Add a Privacy policy ❌ Send reminders for invitations ❌ Send reminders for path sessions ❌ Download all platform data in JSON format ❌ Change the platform owner ❌ Access the billing menu ❌
Play a path session that was assigned to them ✅ Play a path session that was assigned to their group ❌ Play a course or path session from the catalog of their group ❌ Create a course ❌ Create and edit a path (including all steps and actions) ❌ Add a course from the library to their path ❌ View path dashboard ✅ Access statistics for courses and path sessions from which they are the main author (except statistics for users in groups where they don't have the author role, or in private groups they don't belong to) ❌ Access their group's general settings ❌ Access their group's statistics ✅ View path session stats page for groups (if the user is a coach in the session's owner group) ✅ Add library courses to the catalog of their group ✅ Share a path with their group ✅ Add users to their group (from a session) ✅ Remove users from their group ❌ Edit their group settings ❌ Edit roles of users in their group ❌ Configure the page layout in their group ❌ Edit the catalog settings ❌ Add an automatic deletion date for users ❌ Create a group ❌ Create a carousel on a group page ❌ Create a custom training section on a group page ❌ Create a gallery on a group page ❌ Activate the Public channel ❌ Create a tag and assign it to a course or course activity ❌ Set main tags ❌ Delete a tag ❌ Add a Privacy policy ❌ Send reminders for invitations ❌ Send reminders for path sessions ✅ Download all platform data in JSON format ❌ Change the platform owner ❌ Access the billing menu ❌
Play a path session that was assigned to them ✅ Play a path session that was assigned to their group ❌ Play a course or path session from the catalog of their group ❌ Create a course ✅ Create and edit a path (including all steps and actions) ✅ Add a course from the library to their path ✅ View path dashboard ✅ Access statistics for courses and path sessions from which they are the main author (except statistics for users in groups where they don't have the author role, or in private groups they don't belong to) ✅ Access their group's general settings ❌ Access their group's statistics ❌ View path session stats page for groups ❌ Add library courses to the catalog of their group ❌ Share a path with their group ❌ Add users to their group ❌ Remove users from their group ❌ Edit their group settings ❌ Edit roles of users in their group ❌ Configure the page layout in their group ❌ Edit the catalog settings ❌ Add an automatic deletion date for users ❌ Create a group ❌ Create a carousel on a group page ❌ Create a custom training section on a group page ❌ Create a gallery on a group page ❌ Activate the Public channel ❌ Create a tag and assign it to a course or course activity ✅ Set main tags ❌ Delete a tag ❌ Add a Privacy policy ❌ Send reminders for invitations ❌ Send reminders for path sessions ❌ Download all platform data in JSON format ❌ Change the platform owner ❌ Access the billing menu ❌
Play a path session that was assigned to them ✅ Play a path session that was assigned to their group ❌ Play a course or path session from the catalog of their group ❌ Create a course ❌ Create and edit a path (including all steps and actions) ❌ Add a course from the library to their path ❌ View path dashboard ✅ Access statistics for courses and path sessions from which they are the main author (except statistics for users in groups where they don't have the author role, or in private groups they don't belong to) ❌ Access their group's general settings ❌ Access their group's statistics ❌ View path session stats page for groups ❌ Add library courses to the catalog of their group ❌ Share a path with their group ❌ Add users to their group ✅ Remove users from their group ✅ Edit their group settings ❌ Edit roles of users in their group ❌ Configure the page layout in their group ❌ Edit the catalog settings ❌ Add an automatic deletion date for users ❌ Create a group ❌ Create a carousel on a group page ❌ Create a custom training section on a group page ❌ Create a gallery on a group page ❌ Activate the Public channel ❌ Create a tag and assign it to a course or course activity ❌ Set main tags ❌ Delete a tag ❌ Add a Privacy policy ❌ Send reminders for invitations ✅ Send reminders for path sessions ❌ Download all platform data in JSON format ❌ Change the platform owner ❌ Access the billing menu ❌
Play a path session that was assigned to them ✅ Play a path session that was assigned to their group ❌ Play a course or path session from the catalog of their group ❌ Create a course ✅ Create and edit a path (including all steps and actions) ✅ Add a course from the library to their path ✅ View path dashboard ✅ Access statistics for courses and path sessions from which they are the main author (except statistics for users in groups where they don't have the author role, or in private groups they don't belong to) ✅ Access their group's general settings ✅ Access their group's statistics ✅ View path session stats page for groups ✅ Add library courses to the catalog of their group ✅ Share a path with their group ✅ Add users to their group ✅ Remove users from their group ✅ Edit their group settings ✅ Edit roles of users in their group ✅ Configure the page layout in their group ✅ Edit the catalog settings ❌ Add an automatic deletion date for users ✅ Create a group ✅ Create a carousel on a group page ✅ Create a custom training section on a group page ✅ Create a gallery on a group page ✅ Activate the Public channel ❌ Create a tag and assign it to a course or course activity ✅ Set main tags ❌ Delete a tag ❌ Add a Privacy policy ❌ Send reminders for invitations ✅ Send reminders for path sessions ✅ Download all platform data in JSON format ❌ Change the platform owner ❌ Access the billing menu ❌
- A platform administrator is a user that is assigned the "Administrator" role within the platform group.
Play a path session that was assigned to them ✅ Play a path session that was assigned to their group ❌ Play a course or path session from the catalog of their group ❌ Create a course ❌ Create and edit a path (including all steps and actions) ✅ Add a course from the library to their path ✅ View path dashboard ✅ Access statistics for courses and path sessions from which they are the main author (except statistics for users in groups where they don't have the author role, or in private groups they don't belong to) ✅ Access their group's general settings ✅ Access their group's statistics ✅ View path session stats page for groups ✅ Add library courses to the catalog of their group ✅ Share a path with their group ✅ Add users to their group ✅ Remove users from their group ✅ Edit their group settings ✅ Edit roles of users in their group ✅ Configure the page layout in their group ✅ Edit the catalog settings ✅ Add an automatic deletion date for users ✅ Create a group ✅ Create a carousel on a group page ✅ Create a custom training section on a group page ✅ Create a gallery on a group page ✅ Activate the Public channel ✅ Create a tag and assign it to a course or course activity ✅ Set main tags ✅ Delete a tag ✅ Add a Privacy policy ❌ Send reminders for invitations ✅ Send reminders for path sessions ✅ Download all platform data in JSON format ❌ Change the platform owner ❌ Access the billing menu ❌
Play a path session that was assigned to them ✅ Play a path session that was assigned to their group ❌ Play a course or path session from the catalog of their group ❌ Create a course ✅ Create and edit a path (including all steps and actions) ✅ Add a course from the library to their path ✅ View path dashboard ✅ Access statistics for courses and path sessions from which they are the main author (except statistics for users in groups where they don't have the author role, or in private groups they don't belong to) ✅ Access their group's general settings ✅ Access their group's statistics ✅ View path session stats page for groups ✅ Add library courses to the catalog of their group ✅ Share a path with their group ✅ Add users to their group ✅ Remove users from their group ✅ Edit their group settings ✅ Edit roles of users in their group ✅ Configure the page layout in their group ✅ Edit the catalog settings ✅ Add an automatic deletion date for users ✅ Create a group ✅ Create a carousel on a group page ✅ Create a custom training section on a group page ✅ Create a gallery on a group page ✅ Activate the Public channel ✅ Create a tag and assign it to a course or course activity ✅ Set main tags ✅ Delete a tag ✅ Add a Privacy policy ✅ Send reminders for invitations ✅ Send reminders for path sessions ✅ Download all platform data in JSON format ✅ Change the platform owner ✅ Access the billing menu ✅
Specific roles
Specific roles complement 360Learning's main roles. Unlike main roles, they give permissions to individual items within groups.
Below is a list of 360Learning's specific roles:
- The main author of a course or path can edit it and access its statistics page. They can view statistics for all users in their group who took their training. Only one user may be the main author; you can change it, and their permissions are transferred when they are deleted from the platform.
- The co-author of a course or path can edit a course or a path. They can access its statistics page if they are a group author, but will only see their own data. Co-author permissions are not transferred when they are deleted from the platform.
- A reviewer can review courses, and publish internal comments in the forum of those course. This role is only available with the Champion solution.
- A manager can access the statistics of a member of their team (even on courses or sessions they can’t access themselves). They can also enroll their team members in path sessions, if the manager enrollment feature is available on their platform.
- An instructor (or a co-instructor) can edit a path session and see the statistics for all learners enrolled in the path session, regardless of the learners' group.
Because specific roles build off of the permissions given through main roles, users may need to have certain main roles to be given specific roles. If a user does not have the needed main role, giving them a specific role will add that to their profile:
- The roles of the main author and co-author may only be given to users with the main role of author, and apply to courses.
- The roles of reviewer, manager, and instructor may be given to any user. A learner may therefore become the instructor of a session or the manager of another user.
Classroom trainer is not considered a role. Read more about trainers →
Permissions linked to each of those roles are listed below, and complement the permissions of the main roles:
| Permissions | Main author | Co-author | Reviewer (Champion solution) | Manager | Instructor and co-instructor |
|---|---|---|---|---|---|
|
Add, remove, and edit activities of a course |
✅ | ✅ | ❌ | ❌ | ❌ |
|
Import activities (Cheatsheet, Document, Question) of the course in another course |
✅ | ✅ | ❌ | ❌ | ❌ |
|
Add a course to the library of their group |
✅ | ✅ | ❌ | ❌ | ❌ |
|
Add a program template to the library of their group |
✅ | ❌ | ❌ | ❌ | ❌ |
|
Publish internal comments in a course |
✅ | ✅ | ✅ | ❌ | ❌ |
|
Access all the statistics of a user |
❌ | ❌ | ❌ | ✅ | ❌ |
|
Edit a session and access its statistics (includes correcting open questions, correcting assessments, and validating registration requests) |
❌ | ❌ | ❌ | ✅ (for correcting questions, and correcting assessments) | ✅ |
|
Add to, or remove users from, a session (accessing the list of the members of a group requires the coach or administrator main role) |
❌ | ❌ | ❌ | ❌ | ✅ |
|
View path sessions stats page for group |
❌ | ❌ | ❌ | ❌ | ✅ |
|
View path dashboard |
✅ | ✅ | ❌ | ❌ | ✅ |
| Send reminders | ❌ | ❌ | ❌ | ✅ | ✅ |
Assign a role
Assign main roles (author, coach, user administrator, administrator)
Users are assigned a main role upon account creation or invitation.
You may add a new main role to a current user:
- In the left sidebar, click on the group in which you would like to add a main role to the user.
- At the top right, click CREATE → USER.
- In the left sidebar, click Current members, then on the submenu corresponding to the role you want to assign (learners, administrators, coaches, or authors).
- On the top right of the list, click +.
- Select the users.
- On the bottom right, click CONFIRM.
If you wish to assign different roles on several groups in bulk, we suggest you use the CSV import feature.
Assign a co-author
You may add a co-author to a course, if the user already has the author main role, and if you have the author or administrator role on at least one of their groups.
- At the top of the home page, click Courses.
- Click on a course.
- On the bottom of the page, below Co-authors, click +.
- Select the users.
- On the bottom right, click CONFIRM.
Assign a reviewer
You may add a reviewer to a published course if the course was created from a project, and you are its main author or co-author.
The reviewer role is available only with the Champion solution. Contact your Account Manager to learn more about this plan.
- At the top of the home page, click Courses.
- Click on a course.
- On the bottom of the page, below Reviewers, click +.
- Select the users.
- You can select any user from your groups. They do not require any special role.
- On the bottom right, click CONFIRM.
- Enter instructions for the reviewers.
- On the bottom right, click SEND.
Learn more about the experience of a reviewer in Review a course.
Assign an instructor to a session
See Add instructors to a path session →
Edit a role
- At the top right of the homepage, click CREATE → USER.
- In the left sidebar, click Current members → All.
- Click on a user.
- In the section Manage group permissions, activate or deactivate the roles in each of their group.
You can also edit roles in bulk, with the CSV import feature.
Change the main author of a course
When an author creates a course, they become its main author. You can assign a co-author to the course to share edition permissions.
Platform administrators can change the main author of a course (the new main author must have the author role in one of their groups).
- At the top of the home page, click Courses.
- Click on a course.
- Below Main author, click on the user’s profile picture.
- Select a user.
- On the bottom right, click CONFIRM.
Change the platform owner
The current owner can name a new owner (the former owner then becomes a platform administrator).
- At the top right of the homepage, click CREATE → USER.
- In the left sidebar, click Current members → All.
- Click on a user.
- In the section Manage group permissions, under the platform group, activate the option Owner.
- Click CONFIRM.
If the platform owner left your company, and you cannot use their account to change the ownership, send us a message.