Guide 01 · Managers and administrators

User roles

Your property's settings, the three roles and the full access option: everything you need to know before creating your users.

Step by step

Can managers edit? ("Manager can edit"): Yes: managers edit the existing divisions, departments, positions and users of their team, as well as their learning paths; trainers manage learning paths. No: managers and trainers can view only. In both cases, creating or deleting is reserved for full access.
Which collections are visible?: All: assigned collections, plus all the other collections on your platform, to follow freely in "Available Collections". Assigned: only the collections in their learning path. Assigned collections remain mandatory, with their deadlines.

Learner: Trains: follows their collections in order, takes the quizzes and earns their e-certificates.
Trainer: Supports their team's training: follows its reports and, if editing is enabled, manages its learning paths.
Manager: Leads their team: follows its reports, receives the Daily Manager Log and, if editing is enabled, edits their division and its departments.
Full Access: An option, not a role, ticked in a manager's or trainer's profile. It gives reports for all teams; creating, importing and deleting divisions, departments, positions and users; and managing deadlines and news posts. Only someone who already has full access can grant it. Keep it for a few people: management, human resources, training manager. Never a learner.

Viewing: Learners follow tutorials in order: each video unlocks once the previous one is finished. Managers and trainers watch them freely, in any order.
Assignment: A manager or trainer without full access must be assigned to a division or department. Without this, they have no access to reports. Make sure every director and manager is assigned to their division and department (guides 09 and 10).
Full access: Full access is the equivalent of an administrator role: it opens reports for all teams and all platform settings. Keep it for a limited number of people, such as management, human resources or the training manager. Only someone who already has full access can grant it to someone else. Never give it to a learner.
Changing roles: When a trainer becomes a manager, the platform removes them from the divisions and departments they followed as a trainer. After the role change, assign them again, this time as manager of their division or department.

	Full access	Manager	Trainer
View reports (Analytics menu)	All teams	Their team only	Their team only
View divisions, departments, positions and users	Yes	Yes	Yes
Create, import or delete divisions, departments and positions	Yes	No	No
Grant full access to another user	Yes	No	No
Edit a division, department or position (name, manager, trainer)	Yes	If editing enabled	No
Edit the learning path of a division, department or position	Yes	If editing enabled	If editing enabled
Create, import or delete users	Yes	No	No
Edit a user's details	Yes	If editing enabled	No
In a user's profile, assign a collection or change a deadline	Yes	If editing enabled	If editing enabled
Set training deadlines (duration per collection)	Yes	No	No
Publish news posts	Yes	No	No
Watch tutorials in any order	Yes	Yes	Yes

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