Assigning Roles to Users

Assigning the right role to each user ensures they have appropriate access to Learn Amp's features. This guide covers how to assign roles when adding new users and how to change roles for existing users.

When adding a user via manual invite:

1. Navigate to People in the top navigation

2. Click Add Users → Manual Invite

3. Complete the user details

4. On the System Role page, select the appropriate role from the dropdown

5. Complete the remaining steps and send the invite

When adding multiple users via CSV:

1. Navigate to People → Add Users → Bulk Invite

2. In your CSV file, include a system_role column

3. Use one of these values: learner, curator, reporter, learning_designer, hr, admin, owner

4. Upload and process the CSV

Example CSV format:

When users are added through an integration (HRIS, SSO, etc.):

• Ensure the role is mapped correctly in your integration settings

• Check that the role field in your HR platform matches Learn Amp's expected values

• New users will receive the role specified in their integration profile

1. Navigate to People in the top navigation

2. Click on Individuals

3. Search for and select the user

4. Click the ellipsis menu (⋯) → Edit details

5. Click on System Role

6. Select the new role from the dropdown

7. Save changes

Note: Role changes take effect immediately. The user will gain or lose permissions based on their new role.

To change roles for multiple users:

1. Export your user list with current roles

2. Update the system_role column in your CSV

3. Re-import via People → Add Users → Bulk Invite

4. The import will update existing users with new role values

To assign or change user roles, you need:

• Admin or Owner role

• Access to the People section

Q: What role are new users assigned by default?
New users are typically assigned the Learner role unless specified otherwise during creation or via integration mapping.

Q: Can I assign roles via API?
Yes, the Learn Amp API supports role assignment. Contact your account manager for API documentation.

Q: Will changing a user's role affect their existing data?
No, changing roles doesn't delete any data. It only changes what the user can access and do going forward.