What are permissions and how do I use them?

Owned by Gemma Dowsett, created
Mar 30, 2023
8 min read

In this article, you will learn about the different types of permissions on the platform and how to use them.

What are permissions?

Permissions affect what each role can do in the system. The permissions granted to Learners act as a baseline for all users. Extra permissions are then granted to users depending on what role they have, as well as any extra titles eg. Manager.

Read more about the available roles on the platform here.

 

How are the permissions used?

Please use the key below to see how each role uses each permission:

Learner

Curator

Reporter

Learning Designer

HR

Admin

Owner

 

Content & Events

View Content and Events

Add, Edit and Delete Content and Events

Please note:

  • User added content can be toggled on/off for all users

  • Team managers + coaches have this permission

View, Approve and Reject Event enrolments

Please note:

  • Team managers + coaches have this permission for managed users only

Confirm Event attendance

Please note:

  • All users cannot confirm attendance unless they are event hosts

  • Team managers + coaches can only confirm event attendance for their managed users if they are the event host

Tasks

View Tasks

Please note:

  • Learners, Learner Designers, Curators and Reporters can view their own Tasks

  • Team managers + coaches can view their managed users' Tasks

Add, Edit and Delete Tasks

Please note:

  • Learners, Learner Designers, Curators and Reporters can add, edit and delete their own Tasks

  • Team managers + coaches can add, edit and delete their managed users' Tasks

Assessments: Scoring Rubrics

View All Rubrics

Please note:

  • HR can view all Rubrics if ‘View, edit or delete reports’ override is selected

Add and Edit Rubrics



Delete Rubrics

View Rubric Report

Please note:

  • Curators and HR can view Rubric Reports if 'View, edit or delete reports' override is selected

View Rubric Answers For Single User

Please note:

  • All users can view their own Rubric answers

  • Team managers + coaches can view Rubric answers for their Managed users

  • HR can view Rubric answers for a single user if 'View, edit or delete reports' override is selected

 

 

Assessments: Exercises

View All Exercies

Please note:

  • HR can view all Exercises if ‘View, edit or delete reports’ override is selected

Add Exercises and Edit Assessments

Delete Assessments

 

View Exercise Submissions

Please note:

  • All users can view their own exercise submissions

  • Team managers + coaches can view their managed users' exercise submissions

Delete Exercise Submissions

Please note:

  • All users can delete their own exercise submissions only

 

Assessments: Quizzes

View all Quizzes

Please note:

  • HR can view all Quizzes if if ‘view all assessments’ override is selected

Add, Edit and Delete Quizzes

Please note:

  • Team managers + coaches can add, edit and delete their managed users' quizzes

View Quiz Reports

Please note:

  • Curators can view Quiz Reports if ‘View report’ override is selected

  • HR can view Quiz Reports if ‘view all assessments’ override is selected

View Quiz Submissions

Please note:

  • All users can view their own Quiz Submissions

  • HR can view Quiz Submissions if ‘view all assessments’ override is selected

  • Team managers + coaches can view their managed users' Quiz Submissions

 

Assessments: Surveys

View All Surveys

Please note:

  • Curators can only view all Surveys if ‘View, Edit, Delete reports’ override is selected

  • HR can only view all Surveys if ‘View all assessments’ override is selected

Add Surveys

Please note:

  • Team managers + coaches can add Surveys if 'allow managers to add surveys' is selected in company settings

Duplicate and Edit Surveys

Please note:

  • Team managers + coaches can edit Surveys if they added/duplicated a survey themselves

View Survey Reporting

Please note:

  • Team managers + coaches can view Survey Reporting for their managed users

  • Curators can only view Survey Reporting if ‘View all assessments’ override is selected

Delete Surveys

Please note:

  • Team managers + coaches can delete Surveys if they added/duplicated a survey themselves

View and Delete Survey Submissions

Please note:

  • Learners, Curators and HR can view Survey Submissions if their user is set to receive submission notifications

  • HR can delete Survey Submissions if 'View all assessments' override is selected

1-to-1s: Create Templates, Assign + Review

View and Contribute to 1-to-1s

Please note:

  • Learners, Learner Designers, Curators and Reporters can view and contribute to their own 1-to-1s

  • Team managers + coaches can view and contribute to their managed users' 1-to-1s

Add, Edit and Delete 1-to-1s

Please note:

  • Team managers + coaches can add, edit and delete their managed users' 1-to-1s

Add 1-to-1 Templates and Question Sets

Please note:

  • Team managers + coaches can add 1-to-1 templates and question sets

Edit and Delete 1-to-1 Templates and Question Sets

Please note:

  • Team managers + coaches can edit and delete 1-to-1 templates and question sets if they added them

Objectives

View and Contribute to Objectives

Please note:

  • All users can view and contribute to their own Objectives

  • Team managers + coaches can view and contribute to their managed users' Objectives

Add, Edit and Delete Objectives

Please note:

  • Team managers + coaches can add, edit and delete their managed users' Objectives

Users: Users, Teams, and Groups

View Individuals List

 

 

View Employee Directory

 

Please note:

  • All users can view the Employee Directory if turned on for company

Preview Other Users Homepage

Please note:

  • Team managers + coaches can preview their managed users homepages

Login as Other Users

Please note:

  • Admin can log in as other users if ‘Add, edit or delete users’ is selected

Add, Edit and Delete users

Please note:

  • Admin can add, edit and delete users if ‘Add, edit or delete users’ is selected

Add, Edit and Delete Teams

Please note:

  • Learner Designers and HR can add, edit and delete Teams if ‘Add, edit or delete teams and Groups’ override is selected

  • Admin can add, edit and delete Teams if ‘Add, edit or delete users’ is selected

View Teams

Please note:

  • All users can view their own Teams

  • Team managers + coaches can view their managed users' Teams

View Teams Chart

Please note:

  • Learner Designers can view Teams Charts if ‘Add, edit or delete teams and Groups’ override is selected

Add, Edit, Delete and View all Groups

Please note:

  • Curators can add, edit, delete and view all Groups if ‘View edit or delete reports’ override is selected

  • HR can add, edit, delete and view all Groups if ‘Add, edit or delete teams and Groups’ override is selected

Account Settings: Design, Settings, and Integrations

Settings, Design, Integrations, Banners and Custom Certificates

 

Languages, Locations and Timezones

API Credentials

 

Bulk Content Imports, Bulk Activity Imports and Bulk Skills Imports

 

CPD: Adding cycles, adding points

Add, Edit, Remove Cycles and Add New Content

Please note:

  • It’s optional for all users to add new content

Sign Off on CPD

 

Add CPD Points to Content

 

View Team and Groups' CPD Reports

 

Please note:

  • Team managers + coaches can view Teams' CPD reports

View all CPD Submissions and Approve/Reject cpd submissions

Budget Requests: Make, Approve, and Update Requests

Make, Approve and Update Teams

Update Overall

Dashboard

Add and Edit Dashboards, Add Widgets

Manager Dashboards

Please note:

  • Team managers + coaches have this permission if ‘Allow managers to create dashboards’ is set in company settings

Skills

Add, Edit and Delete Roles, Occupations and Skills for Company

 

Add Own Skills

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