New Task log permission grid

The below are the permissions for each role in the new Task log.

1. When the user is not a Manager:

What

Learner

Curator

Learning Designer

Reporter

Curator (with added permissions)*

Learning Designer (with added permissions)*

HR

Admin

Owner

What

Learner

Curator

Learning Designer

Reporter

Curator (with added permissions)*

Learning Designer (with added permissions)*

HR

Admin

Owner

See My tasks tab

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

See Manage tasks tab

No

No

No

Yes

Yes

Yes

Yes

Yes

Yes

View tasks

Own**

Own

Own

All

All

All

All

All

All

Add new task

Own

Own

Own

All

All

All

All

All

All

Edit tasks

Own

Own

Own

All

All

All

All

All

All

Delete tasks

Own

Own

Own

Own

All

All

All

All

All

Edit Company / Team / Group tasks

No

No

No

All

All

All

All

All

All

Delete Company / Team / Group tasks

No

No

No

No

All

All

All

All

All

See Segment filter in Manage Tasks - Team option

No

No

No

Yes, all teams

Yes, all teams

Yes, all teams

Yes, all teams

Yes, all teams

Yes, all teams

See Segment filter in Manage Tasks - Group option

No

No

No

Yes, all groups

Yes, all groups

Yes, all groups

Yes, all groups

Yes, all groups

Yes, all groups

See Segment filter in Manage Tasks - Managed users option

No

No

No

No

No

No

No

No

No

*When setting up a user as Learning designer or Curator, you can choose to add “Add, Edit, Delete tasks” permissions.

** Own = any task set by themselves.


2. When the user is a Manager (override or team manager), permissions change as below:

What

Learner

Curator

Learning Designer

Reporter

Curator (with added permissions)*

Learning Designer (with added permissions)

HR

Admin

Owner

What

Learner

Curator

Learning Designer

Reporter

Curator (with added permissions)*

Learning Designer (with added permissions)

HR

Admin

Owner

See My tasks tab

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

See Manage tasks tab

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

View tasks

Own and managed**

Own and managed

Own and managed

All

All

All

All

All

All

Add new task

Own and managed

Own and managed

Own and managed

All

All

All

All

All

All

Edit tasks

Own and managed

Own and managed

Own and managed

All

All

All

All

All

All

Delete tasks

Own and managed

Own and managed

Own and managed

Own and managed

All

All

All

All

All

Edit Company / Team / Group tasks

Own and managed

Own and managed

Own and managed

All

All

All

All

All

All

Delete Company / Team / Group tasks

Own and managed

Own and managed

Own and managed

Own and managed

All

All

All

All

All

See segment filter in Manage Tasks - Team option

Only tasks for users they manage

Only tasks for users they manage

Only tasks for users they manage

Yes, all teams

Yes, all teams

Yes, all teams

Yes, all teams

Yes, all teams

Yes, all teams

See segment filter in Manage Tasks - Group option

Only tasks for users they manage

Only tasks for users they manage

Only tasks for users they manage

Yes, all groups

Yes, all groups

Yes, all groups

Yes, all groups

Yes, all groups

Yes, all groups

See segment filter in Manage Tasks - Managed users option

Only if they are an override manager

Only if they are an override manager

Only if they are an override manager

Only if they are an override manager

Only if they are an override manager

Only if they are an override manager

Only if they are an override manager

Only if they are an override manager

Only if they are an override manager

*When setting up a user as Learning designer or Curator, you can choose to add “Add, Edit, Delete tasks” permissions.

** Own and managed = any task set by themselves for themselves or for users they manage.