Permissions

Permissions

Overview

The Permissions feature provides a streamlined way for super administrators to configure and customize permissions by role throughout the platform. This includes the ability to provide or deny access to many site features such as site-wide search, the help center, the main calendar, and more.

All roles and their associated permissions are displayed in grid format, allowing super admins to quickly review and update permissions. 

Accessing the Permissions grid

To access the Permissions grid, administrators:
  1. Click Admin from the primary navigation menu.
  2. Click Permissions from the fly-out menu.
The Overview tab displays information on how permissions are organized. Business permissions apply to the whole site, and course permissions apply within the scope of a course.

Admin, Permissions, Overview tab

Business Permissions

To view the site level permissions grid, administrators:

  1. Click the Business tab.
The Business table displays with each permission listed on the vertical access and each role across the horizontal access. The first table shows permissions by role for the default organization. 
  1. The green check  icon indicates the permission is enabled for the role.
  2. The red cross  icon indicates the permission is denied for the role.
  3. The black cross  icon indicates the permission is not available for the role.
Business permissions that can be set per role include (but are not limited to):
  1. General permissions including access to site search and the main calendar.
  2. Help center permissions including access to the help center, the support forum, product news, and more.
  3. Course permissions including the ability to create courses, enroll users in courses, view the course catalog, and more.
  4. Course template permissions including the ability to create and list course templates.
  5. Groups permissions including the ability to create groups, view the group catalog and list, access community groups, and more.
  6. Users permissions including the ability to create users, delete users, email user invites, and more.
  7. Resources permissions including the ability to view the resource catalog, add resources, and access the resources locker.
  8. Organizations permissions including the ability to create organizations and bulk import organizations. 
  9. Reports permissions including the ability to create and run reports.
  10. E-commerce permissions including the ability to configure item settings and view item purchases.
  11. Miscellaneous permissions including the ability to customize the home dashboard, configure site permissions, create custom roles, and more.
Admin, Permissions, Business tab with the Default organization permissions table displayed


If Organizations are enabled on your platform, scroll down the Permissions page to see the Suborganization permission tables. 

The Suborganization permissions table allows you to set unique permissions for each role in sub-organizations. 

Admin, Permissions, Business tab with the Suborganization permissions table displayed

Course Permissions

The Courses tab displays permission settings for users depending on their role relative to a course.

The roles Course instructor, Course coinstructor, and Course TA are based on whether the user is an instructor, co-instructor, or teaching assistant within a specific course, not whether they have an Instructor role at the site level. The other roles listed in the table, such as Administrator, Monitor, and Super monitor, are based on the user's admin rights to that particular course's organization. For example, if a course's organization is set to the Sales organization and an administrator does not have admin rights to the Sales organization, they would not have Administrator permissions for that course. 

Course permissions that can be set per role include (but are not limited to):
  1. General permissions including configuring the course and editing content.
  2. Sections permissions including the ability to add a child course.
  3. Instructors permissions including the ability to add or remove coinstructors and email instructor invitations. 
  4. Learners permissions including the ability to enroll, unenroll, transfer, invite or remove learners.
  5. Assessments permissions including the ability to list or create assessments and score submissions.
  6. Resources permissions including the ability to add to the course resources area.
  7. Administration permissions including the ability to archive, unarchive, export, import, lock, unlock, publish, unpublish, copy, or delete the course.
Admin, Permissions, Courses tab

The Business and Courses permissions table can also manage permissions for custom roles. To learn more about creating and managing custom roles, visit the Managing roles section of the Accounts and roles article. 

Editing Permissions

By default, only the super administrator can edit permissions. To edit permissions, super administrators:

  1. Click Admin from the primary navigation menu.
  2. Click Permissions from the fly-out menu.
  3. Click the Business tab to edit site wide permissions.
    1. Click the Courses tab to edit course permissions.
  4. Click Edit.
Admin, Permissions, Business tab with the Edit button highlighted

After clicking Edit, all available permissions becomes checkboxes.

  1. Select or deselect the permission for each role.
  2. Once you have finished, click Save.

Admin, Permissions, Business tab in Edit mode with the Save button highlighted

The super administrator can grant permission for other administrators to edit permissions. To grant administrators the ability to edit permissions, the super administrator can:

  1. Click Admin from the primary navigation menu.
  2. Click Permissions from the fly-out menu.
  3. Click the Business tab to edit site wide permissions.
  4. Click Edit.
  5. Select the checkbox for Configure site permissions in the Administrators column.
  6. Click Save.

Accessing Per Organization Permissions

Once custom permissions are enabled, you can access and customize permissions on a per organization basis. To edit the permissions for a specific organization:

  1. Click Organizations from the primary navigation menu.
  2. Click the organization name from the fly-out menu.
  3. Click Admin on the organization secondary menu.
  4. Click Permissions from the fly-out menu.
Organizations with the Admin menu active from the Organizations secondary menu and the Permissions button highlighted

The Permissions page displays for the organization. If you have permission to edit the organization's permissions, the Edit button will display. To Edit the organization permissions:

  1. Click Edit.
  2. Select or deselect the permission for each role.
  3. Click Save.

Organizations, Admin, Permissions tab with the Edit button highlighted

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