Overview

This article details the many roles and permissions that can be assigned to accounts.

To see an overview of the accounts in your business:

1. Click the Users tab on the primary navigation menu.
   
2. Click Catalog.
   

Portal Administrator

Portal administrators are the ones that administer the site. The administrator that creates the site usually has a "super admin" role, which grants them a few more privileges compared to a portal administrator. There can only be one "super admin" per portal, the rest of the administrator accounts are only administrators of the platform.

Permissions

Portal administrators are responsible for configuring the portal and features, adding accounts, setting policies, creating organizations, networks, groups, running all types of reports, and more. They can also create courses and learning paths. They can access and modify any area of the portal.

Limitations

Only super admins can delete the site and transfer their "super" status to another administrator. The super admin account cannot be deleted. A regular administrator cannot use the "log in as" feature to log into the account of a super admin, they cannot reset the password of a super admin and/or see their login details, and they cannot edit the account of a super admin.

Possible roles of Portal administrators

Organization Administrator

Organization administrators can only administer certain aspects of the portal and only for their organization. If an administrator is administrating just a specific organization within the network, then the organization's name is displayed under their name in the Users catalog.

Permissions

Organization administrators can add courses, paths, and groups to the organization. Add users to the organization. Run certain reports and add resources to the organization.

Limitations

Organization administrators can only perform actions in their organization.

Possible roles of Organization administrators

Partial Administrator

The Partial administrator account type is only available for businesses that use the feature Resell under your own brand. Partial administrators can administer only certain aspects of the site.

Permissions

Partial administrators can configure the portal and features, add accounts, set policies, create organizations, groups, and teams, run reports, and more. They can also create courses and learning paths.

Limitations

Partial administrators cannot see the passwords of full administrators, cannot access/modify whether an administrator is "full" or "partial", cannot use the "log in as this user" option, cannot access Admin/Plans, cannot delete the company, cannot access some Help Center items such as support forum, how-to videos, guides, discussion forum, suggestions area, and roadmap.

Possible roles of Partial Administrators

Content Administrators

Content administrators are able to provision/edit resources for organizations. To enable the account type, visit the Admin/Accounts/Roles area.

Permissions

A content administrator account behaves like a learner account except that they can create/edit course templates, create/edit resources in the resources catalog, and bulk upload resources via Admin/Import.

Limitations

If content administrators are not in the top-level organization, they can only edit/create resources and templates within their own organization. Just like learners,  they can't create courses, learning paths, or run reports. 

Possible roles of Content Administrators

Instructor

Instructors are usually the ones that create courses and configure them. They can also create collaboration groups and run certain reports.

Permissions

Instructors can create courses, configure courses, create learning paths, configure learning paths, create collaboration groups, add and manage resources, add calendar events, etc. They can access the Users catalog and reports area if enabled by administrators.

Limitations

They cannot access the admin area of the portal. Administrators can restrict some of their capabilities, such as adding business groups, configuring and/or deleting their courses, adding learners, using reports, seeing learners ID's, access to community groups, etc.

Possible roles of Instructors

Teaching Assistant

Teaching assistants can help instructors to run courses and learning paths.

Permissions

Teaching assistants can grade assessments and use collaboration tools in courses. If teaching assistants are added as path administrators, they can configure paths. They can enroll in courses, paths, and groups. They can create collaboration groups.

Limitations

Teaching assistants cannot configure courses, add content, delete courses, add learners, add teams, run reports, or access the full Users catalog.

Possible roles of Teaching assistants

Learner

Learners can enroll and participate in courses, learning paths, and groups.

Permissions

Learners can enroll in courses, learning paths, and groups. They can participate in course activities, view the course content, submit assignments, view their grades, and use collaboration tools.

Limitations

Learners' access to certain areas of the portal, courses, learning paths, and groups can be restricted by portal administrators and instructors. Learners cannot create courses, learning paths, or run reports. They cannot access resources, the calendar, users, catalog, help, and other areas if enabled by an administrator.

Possible roles of Learners

Parent

Parents can access details about certain users, such as friends, their children, and administrators.

Permissions

Parents have access to a restricted version of the Users catalog, and enroll in courses, paths, and groups

Limitations

Parents cannot create courses, paths, or groups. They can't administer the portal, they can't add users, etc.

Possible roles of Parents

Manager

Managers can access details about users and run certain reports.

Permissions

Managers can access a restricted version of the Users catalog, enroll in courses, paths, and groups, and run reports on compliance and courses.

Limitations

Managers cannot create courses, paths, or groups. They can't administer the portal, they can't add users, etc.

Possible roles of Managers

Mentor

Mentors are users that primarily provide personal assistance to other users. Note that a user can be a mentor without being an instructor, so they don't have to be teaching a course.

Permissions

Mentors have access to a restricted version of the Users catalog, they can enroll in courses, paths, and groups. Mentors also can create groups.

Limitations

Mentors cannot create courses and paths. They can't administer the portal, they can't add users, etc.

Possible roles of Mentors

Monitor

Monitors are read-only administrators that can access most pages of a site but cannot change anything.

Permissions

Access catalog, courses, and paths enroll in courses and paths, enroll in groups, add collaboration groups, access the Users catalog, and run reports.

Limitations

They cannot administer the portal, they can't create courses and paths. They cannot create teams. They have access to a restricted version of the Users catalog.

Possible roles of Monitors

Affiliates

Affiliates can earn commissions by using their affiliate referral link.

Permissions

Affiliates can access their affiliate link, add groups, enroll in groups and teams, and run affiliate reports.

Limitations

Affiliates can't access or create courses, or paths.

Possible roles of Affiliates

User roles

Super Admin

This is an administrator with full privileges on the site. There can only be one super admin per portal, and it's usually the administrator that creates the portal. Only super admins can delete the site, transfer their "super" status to another administrator, and the account cannot be deleted.

Here are the main differences between the super admin and regular portal administrators:

Network administrator

Any administrator with full rights can be a network administrator. The network administrator is responsible for configuring the network, such as adding a business to the network, setting the network password, etc.

Organization administrator

The administrator of the organization that they are part of. They can create courses, groups, and paths for that organization. They can add users to their organization. They don't have access to the full admin area of the portal.

Members of an organization

Each organization has account types such as learners, instructors, managers, administrators, TAs, and monitors. The functions of these roles are exactly the same as the ones at a portal level, with the exception that they can only see their organization and perform actions within the organization. For example, an instructor can create and configure courses, create groups, and access the calendar and resources catalog but only for their organization.

Billing Contact

Bulling contacts receive payment alerts and have access to the Admins/Plans section. Portal administrators and organization administrators can be billing contacts.

Course owner

The course owner is the instructor that creates the course and has full privileges in the course.

Co-instructor

The co-instructor is an instructor account type that can be a course admin. They can edit and configure the course, but they cannot delete it and/or archive it.

Path administrator

Path administrators have full privileges in paths. They can configure paths and their goals, add admins and learners, etc.

Group owner

The user that creates the group. The group owner has the same permissions as a group administrator.

Group administrator

Group administrators have full privileges in groups. They can enroll/delete members, add actions, configure the group, etc.

Group member

Group members can post to the news feed, see other members, add resources, and use collaboration tools.

Team owner

The user that creates the team. The team owner has the same permissions as a team administrator.

Team Administrator

Team administrators have full privileges in groups. They can enroll/delete members, add actions, configure the group, run reports on members, etc.

Team leader

Team leaders can run reports on team members and participate in team activities.

Team member

Team members can post to the news feed, see other members, add resources, and use collaboration tools.

Learner

Learners can enroll and participate in courses, learning paths, and groups.

Permissions Grid

To view permissions granted for each user role, click Admin from the main navigation bar and click Permissions.

Note: This grid is currently read-only.

The Overview section opens, which gives information about the different permissions (business and courses) available to be viewed.

Click the Business tab to view site-wide permissions. (Note the scroll bar at the top of the grid to see additional roles.)

Click the Courses tab to view the permissions within a course. 

Since individual organizations allow for permission overrides, you can view the permissions grid for an individual organization by going to the organization's main page and clicking Admin  and then Permissions.

On the Permissions tab, there are two tables shown in this area: the grid for site-wide permissions and the grid for course permissions.