The following shows a high-level view of roles and permissions.
Primary Admin | Admin | Manager | Learner | |
User Management | Yes | Yes* | No | No |
Team Management | Yes | Yes | Yes* | No |
Course Management | Yes | Yes | Yes* | No |
Insights | Yes | Yes | Yes* | No |
Organization Settings | Yes | No | No | No |
Account Settings | Yes | Yes | No | No |
*There can be cases when this is not true, for all such cases refer the more detailed table below.
Primary Admin | Admin | Manager | Learner | ||
User Management | |||||
Add User | Yes | Yes | No | No | |
View User | Yes | Yes | Yes, but only while adding a member in a team. | No | |
Add Admin | Yes | Yes | No | No | |
Delete User | Yes | Yes | No | No | |
Delete Admin | Yes | Yes | No | No | |
Edit own profile | Yes | Yes | Yes | Yes | |
Edit users profile | No | Yes | No | No | |
Create user custom field | Yes | Yes | No | No | |
Edit user custom field | Yes | Yes | No | No | |
Delete user custom field | Yes | Yes | No | No | |
Change status of a learner | Yes | Yes | No | No | |
Change status of an admin | Yes | Yes | No | No | |
Change status of a primary admin | No | No | No | No | |
Change status of a manager | Yes | Yes | No | No | |
Change the role of the user (Admin, Learner & Manager) | Yes | Yes | No | No | |
Add Primary Admin | No | No | No | No | |
Delete Primary Admin | No | No | No | No | |
Transfer ownership | Yes | No | No | No | |
View User | Yes | Yes | Yes, But only managed users & while adding a member in a team. | No | |
Team Management | |||||
Create a Team | Yes | Yes | No | No | |
View Team | Yes | Yes | Yes | No | |
Delete a Team | Yes | Yes | No | No | |
Add user to a Team | Yes | Yes | Yes | No | |
Remove user from a Team | Yes | Yes | Yes | No | |
Add managers to team | Yes | Yes | No | No | |
Remove managers from team | Yes | Yes | No | No | |
View Team | Yes | Yes | Yes, But only managed Teams | No | |
Course Management | |||||
Create a public course | Yes | Yes | No | No | |
Delete a public course | Yes | Yes | No | No | |
Archive a public course | Yes | Yes | No | No | |
Edit a public course | Yes | Yes | No | No | |
View a public course | Yes | Yes | Yes | Yes | |
Create a private course | Yes | Yes | No | No | |
Delete a private course | Yes | Yes | No | No | |
Archive a private course | Yes | Yes | No | No | |
Edit a private course | Yes | Yes | No | No | |
View a private course | Yes | Yes | Yes | No, unless he is assigned by manager or admin | |
Assign public course to the learner | Yes | Yes | Yes, But only managed learners | No | |
Unenroll learner from a public course | Yes | Yes | Yes, But only managed learners | No | |
Assign private course to the team | Yes | Yes | Yes, But only managed learners | No | |
Remove team from a private course | Yes | Yes | Yes, But only managed learners | No | |
Create course custom field | Yes | Yes | No | No | |
Edit Course custom field | Yes | Yes | No | No | |
Delete Course custom field | Yes | Yes | No | No | |
Enroll in a public course | Yes | Yes | Yes | Yes | |
Enroll in a private course | Yes | Yes | Yes | No | |
Unenroll from a course | Yes | Yes | Yes | Yes, Can unenroll from a public course but not an assigned course | |
View, Update, Delete, Draft Course(Public & Private) New course | Yes | Yes | No | No | |
View, Update, Delete, Draft Course(Public & Private) Existing course | Yes | Yes | No | No | |
Insights | |||||
Public Course | Yes | Yes | Yes, But only managed courses | No | |
Private Course | Yes | Yes | Yes, But only managed courses | No | |
Public Courses Created | Yes | Yes | No | No | |
Private Courses Created | Yes | Yes | No | No | |
User | Yes | Yes | Yes, But only managed Users | No | |
Teams | Yes | Yes | Yes, But only managed Teams | No | |
Organization | |||||
Edit organization profile | Yes | No | No | No | |
Edit Branding | Yes | No | No | No | |
Account Setting | |||||
Personal Profile | Yes | Yes | Yes | Yes | |
Account Credentials | Yes | Yes | Yes | Yes | |
Edit Notifications | Yes, Only Admins Notifications | Yes, Only Admins Notifications | Yes, Only manager notifications | Yes, Only Learners notifications |
Primary Admin | Admin | Manager | Learner | ||
User Management | |||||
Add User | Yes | Yes | No | No | |
View User | Yes | Yes | Yes, but only while adding a member in a team. | No | |
Add Admin | Yes | Yes | No | No | |
Delete User | Yes | Yes | No | No | |
Delete Admin | Yes | Yes | No | No | |
Edit own profile | Yes | Yes | Yes | Yes | |
Edit users profile | No | Yes | No | No | |
Create user custom field | Yes | Yes | No | No | |
Edit user custom field | Yes | Yes | No | No | |
Delete user custom field | Yes | Yes | No | No | |
Change status of a learner | Yes | Yes | No | No | |
Change status of an admin | Yes | Yes | No | No | |
Change status of a primary admin | No | No | No | No | |
Change status of a manager | Yes | Yes | No | No | |
Change the role of the user (Admin, Learner & Manager) | Yes | Yes | No | No | |
Add Primary Admin | No | No | No | No | |
Delete Primary Admin | No | No | No | No | |
Transfer ownership | Yes | No | No | No | |
View User | Yes | Yes | Yes, But only managed users & while adding a member in a team. | No | |
Team Management | |||||
Create a Team | Yes | Yes | No | No | |
View Team | Yes | Yes | Yes | No | |
Delete a Team | Yes | Yes | No | No | |
Add user to a Team | Yes | Yes | Yes | No | |
Remove user from a Team | Yes | Yes | Yes | No | |
Add managers to team | Yes | Yes | No | No | |
Remove managers from team | Yes | Yes | No | No | |
View Team | Yes | Yes | Yes, But only managed Teams | No | |
Course Management | |||||
Create a public course | Yes | Yes | No | No | |
Delete a public course | Yes | Yes | No | No | |
Archive a public course | Yes | Yes | No | No | |
Edit a public course | Yes | Yes | No | No | |
View a public course | Yes | Yes | Yes | Yes | |
Create a private course | Yes | Yes | No | No | |
Delete a private course | Yes | Yes | No | No | |
Archive a private course | Yes | Yes | No | No | |
Edit a private course | Yes | Yes | No | No | |
View a private course | Yes | Yes | Yes | No, unless he is assigned by manager or admin | |
Assign public course to the learner | Yes | Yes | Yes, But only managed learners | No | |
Unenroll learner from a public course | Yes | Yes | Yes, But only managed learners | No | |
Assign private course to the team | Yes | Yes | Yes, But only managed learners | No | |
Remove team from a private course | Yes | Yes | Yes, But only managed learners | No | |
Create course custom field | Yes | Yes | No | No | |
Edit Course custom field | Yes | Yes | No | No | |
Delete Course custom field | Yes | Yes | No | No | |
Enroll in a public course | Yes | Yes | Yes | Yes | |
Enroll in a private course | Yes | Yes | Yes | No | |
Unenroll from a course | Yes | Yes | Yes | Yes, Can unenroll from a public course but not an assigned course | |
View, Update, Delete, Draft Course(Public & Private) New course | Yes | Yes | No | No | |
View, Update, Delete, Draft Course(Public & Private) Existing course | Yes | Yes | No | No | |
Insights | |||||
Public Course | Yes | Yes | Yes, But only managed courses | No | |
Private Course | Yes | Yes | Yes, But only managed courses | No | |
Public Courses Created | Yes | Yes | No | No | |
Private Courses Created | Yes | Yes | No | No | |
User | Yes | Yes | Yes, But only managed Users | No | |
Teams | Yes | Yes | Yes, But only managed Teams | No | |
Organization | |||||
Edit organization profile | Yes | No | No | No | |
Edit Branding | Yes | No | No | No | |
Account Settings | |||||
Personal Profile | Yes | Yes | Yes | Yes | |
Account Credentials | Yes | Yes | Yes | Yes
| |
Edit Notifications | Yes, Only Admins Notifications | Yes, Only Admins Notifications | Yes, Only manager notifications | Yes, Only Learners notifications |