Permissions & roles

Updated December 08, 2022 17:09

The seven main roles

When you add a user to the platform, you must assign them a main role, linked to a group. A user may have different roles on different groups.

There are seven main roles.

A learner can play courses in their Catalog, and play program sessions in their Catalog or that are assigned to them.
An author can create training content (courses, program templates, program sessions).
A coach can track their group’s statistics.

The author and coach roles are disjoined: a user who is only an author may not invite their group members to a 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 program, then assign it to members of their group, we suggest you give that user the roles of author and coach on their group.

A user administrator can only add or remove users in their group.
An administrator can add or remove users in their group. They also have all the permissions of authors and coaches.
A platform administrator has full permissions, on everything (courses, program templates, program sessions, groups), and specifically on the platform group.
The platform owner has the same permissions as a platform administrator, and can access the menu Billing. Only one user may be platform Owner.

Permissions linked to each of those roles are listed below:

Permissions	Learner	Author	Coach	User administrator	Administrator	Platform administrator	Owner
Play a course or a program session in the Catalog of their group	✅	✅	✅	✅	✅	✅	✅
Play a program session that was assigned to them	✅	✅	✅	✅	✅	✅	✅
Play a program session that was assigned to their group	✅	❌	❌	❌	❌	❌	❌
Create a course or a program template	❌	✅	❌	❌	✅	✅	✅
Create a Skill, and assign it to a course or a course activity	❌	✅	❌	❌	✅	✅	✅
Add a course from the Library to their program template	❌	✅	❌	❌	✅	✅	✅
Access statistics from courses, program templates, and program sessions from which they are the author (except statistics of users in private groups to which they don’t belong)	❌	✅	❌	❌	✅	✅	✅
Create sessions from a program template they created	❌	✅	❌	❌	✅	✅	✅
Create session from a program template available in the Library	❌	❌	✅	❌	✅	✅	✅
Assign members of their group to a session	❌	❌	✅	❌	✅	✅	✅
Access their group’s general settings	❌	❌	✅	❌	✅	✅	✅
Access their group’s statistics	❌	❌	✅	❌	✅	✅	✅
Add Library courses to the Catalog of 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	❌	❌	❌	✅	✅	✅	✅
Create and edit a Path	❌	✅	❌	❌	✅	✅	✅
Share a Path with their group	❌	✅	✅	❌	✅	✅	✅
All permissions above, but on any course, program template, session, or group	❌	❌	❌	❌	❌	✅	✅
Set Main Skills	❌	❌	❌	❌	❌	✅	✅
Edit the Catalog settings	❌	❌	❌	❌	❌	✅	✅
Add an automatic deletion date to users	❌	❌	❌	❌	✅	✅	✅
Create a group	❌	❌	❌	❌	✅	✅	✅
Activate the Public channel	❌	❌	❌	❌	❌	✅	✅
Delete a Skill	❌	❌	❌	❌	❌	✅	✅
Add a Privacy policy	❌	❌	❌	❌	❌	❌	✅
View path sessions stats page for groups	❌	❌	✅	❌	✅	✅	✅
View path dashboard	❌	✅	✅	❌	✅	✅	✅
Send reminders for invitations	❌	❌	❌	✅	✅	✅	✅
Send reminders for path sessions	❌	❌	✅	❌	✅	✅	✅
Send reminders for program sessions	❌	❌	✅	❌	✅ (for specific course reminders)	✅	✅
Download all platform data in JSON format	❌	❌	❌	❌	❌	❌	✅
Change the platform owner	❌	❌	❌	❌	❌	❌	✅
Access the billing menu	❌	❌	❌	❌	❌	❌	✅

The five specific roles

On top of the seven main roles, there are five specific roles.

The course’s main author can edit a course. Only one user may be the course’s main author; you can change it, and their permissions are transferred when they are deleted from the platform.
A course’s co-author can edit a course.
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 user (even on courses or sessions they can’t access themselves).
An instructor can edit a program session.

Classroom trainer is not considered a role. Read more about trainers →

The roles of the main author and co-author may only be given to users with the main role of author, and apply on a course.

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.

Permissions linked to each of those roles are listed below, and complement the permissions of main roles:

Permissions	Main author	Co-author	Reviewer (Champion solution)	Manager	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)	❌	❌	❌	❌	✅
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 + → USERS.
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.

In the left sidebar, click Dashboard.
In the left sidebar, click on COURSES.
Click on a course.
On the bottom of the page, below Co-author, 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.

In the left sidebar, click Dashboard.
In the left sidebar, click on 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 program session

You can add an instructor to a program session if you are an instructor yourself, or a platform administrator.

In the left sidebar, click Dashboard.
In the left sidebar, click on PROGRAM SESSIONS.
On the right of the session name, click Edit
On the top right, in the section Team, click +.
Select the users.
On the bottom right, click CONFIRM.

In the section Instructors of the session homepage, the order of displayed users depends on the number of filled out fields in the instructors' personal profile. The fields taken into account are:

Organization;
Title / Employment;
LinkedIn;
Twitter.

If two instructors have the same number of filled out fields, the user created first is displayed before.

Edit a role

At the top right of the homepage, click + → 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).

In the left sidebar, click Dashboard.
In the left sidebar, click on 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 + → 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.

Check out our blog for more L&D resources.

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