What are Roles and how do I use them?

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‘Learners’ have the most basic permissions status. They can’t add content, and can only view what’s been made visible to them - a default.

Learners can:

View content that has been made visible to them, their own team, and the employee directory (if turned on for their company).

View and contribute to 1-to-1s and objectives on their own private profiles.

Add, edit and delete tasks, and skills on their own private profiles.

View reporting on their own activity.

Add their own content as an optional feature (this is toggled off by default).

Learners cannot:

Add, edit or delete content, events, tasks, assessments, 1-to-1s, objectives, users, dashboards, skills, and CPDs.

Confirm event attendance - unless they are the host.

Login as other users.

Change the account settings.

Make, approve or update budget requests.

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This role is a step up from ‘Learner’ as ‘Curators’ have similar permissions to a ‘Learner’ in terms of viewing. The main difference is that they can add content and assessments. 

Curators can:

View their own team/group, and the employee directory (if turned on for their company).

View, add, edit and delete content, events, tasks, and skills on their own private profiles and assessments (Rubrics, exercises, quizzes).

Enroll, approve and reject users for events.

Issue out, edit and duplicate surveys.

View and contribute to 1-to-1s and objectives on their own private profiles.

View reporting on their own activity.

Curators cannot:

Add, edit or delete tasks, reports, 1-to-1s, and users.

Confirm event attendance - unless they are the host.

Delete rubrics and exercise submissions.

View quiz and exercise submissions.

View, add, and delete surveys, survey reports, and survey submissions.

Login as other users.

Change the account settings.

Make, approve or update budget requests.

This role is a step up from ‘Learner’ as ‘Reporters’ have all the basic permissions, similar to a ‘Learner’. The two main differences are that they can (1) add and edit Tasks, and (2) view, add and edit reports on content and assessments. 

Reporters can:

View their own team/group, and the employee directory (if turned on for their company).

View content that is made visible to them.

View, add, edit and delete tasks and reports.

View and contribute to 1-to-1s and objectives on their own private profiles.

View their own user profile and assessments.

Reporters cannot:

Add their own content.

Add, edit or delete assessments, 1-to-1s' and users.

Confirm event attendance - unless they are the host.

Login as other users.

Change the page settings.

Make, approve or update budget requests.

This role has a combination of permissions from both the ‘Curator’ and ‘Reporter’ roles. They can manage a journey from front to back by adding and managing content, then reporting on completion.

Learning Designers can:

View their own team/group, and the employee directory (if turned on for their company).

View, add, edit, and delete content, events, their own 1-to-1s, tasks (including completion), Assessments (Quizzes, Exercises, Scoring rubrics, and Surveys), and Objectives they set for themselves.

View answers to all Quizzes, Exercises, Scoring rubrics, Surveys, and reporting on their own and others' activity.

Save and delete reports.

View and contribute to 1-to-1s and objectives on their own private profiles.

View a 'Homepage preview' of other users.

Learning Designers cannot:

Create Groups.

Add, edit or delete 1-to-1s and users.

Confirm event attendance - unless they are the host.

Login as other users.

Change the page settings.

Make, approve or update budget requests.

This role is a step up from ‘Learning Designer' with more advanced permissions. Aside from being able to add Tasks and Reports, they can also add 1-to-1s and Objectives.

HR can:

View content that is made visible to them.

View, add, edit, and delete Tasks - and assign these Tasks to other users.

View their own assessments (Quizzes, Exercises, and Scoring rubrics).

View, add, edit, and delete Reports.

View and contribute to all 1-to-1s.

Add, edit, and delete all 1-to-1s.

View, add, edit, and delete Objectives.

View other users, teams (only public), and groups.

Add, edit, and delete users, teams, and groups.

Manage CPD module (allowing companies to easily decentralise responsibility for managing CPD)

HR cannot:

Add, edit, or delete content.

Add, edit, or delete assessments.

View 'secret' Teams.

Login as other users.

Change the page design, settings, or integrations.

Make, approve, or update budget requests.