This page is to outline the permissions for each role in the new Task log.
1. Without “Manager” permissions:
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 |
---|---|---|---|---|---|---|---|---|---|
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.