Permission Matrix

Task Company Admin Department Manager Training Group Owner Site Co-Ordinator Manager QA Instructor Learner
Company Management
Edit Company Info x x - - - - - -
Create, and Edit a Training Group x x - - - - - -
Delete a Training Group x - - - - - - -
Add, Edit, and Delete Additional Profile Field x - - - - - - -
Add, Edit, and Delete Additional Course Fields x - - - - - - -
Edit Notification Email Templates x x - - - - - -
Task Company Admin Department Manager Training Group Owner Site Co-Ordinator Manager QA Instructor Learner
User Management
Create a User x x - - - - - -
Edit User Profile x x - - - - - -
Manage Mapping of Training Group and User’s Manager x x - - - - - -
Reset the User's Password x x - - - - - -
Suspend Users x - - - - - - -
Bulk Upload Users with Manager Mapping x x - - - - - -
Release User Invite x - - - - - - -
Export List of Users x x - - - - - -
User can edit their profile. x x - - x x x x
Update User Roles x - - - - - - -
Task Company Admin Department Manager Training Group Owner Site Co-Ordinator Manager QA Instructor Learn
Course Management
Create Course x x x x x x x -
Add a Course to a Training Course Catalog and/or Category x x x x x (own courses x (own courses) x (own courses) -
View assigned training courses. x x x x x x x x
Users cannot un-enroll from assigned training courses x x - - x x x x
Users can self-enroll in training courses within the course catalog x x x x x x x x
Users can access the Course Management Page x x x x x x x -
Users can Update or Modify the Course Version via the Course Management page. x (all courses) x x (only created courses and owned group courses x (only created courses and owned site courses) x (only created courses) x (only created courses) x (only created courses) -
Users can directly add or associate single or multiple courses to the Training Group via the Course Management page. x (all courses) x

x (only to assigned/

owned training groups

 x (only to assigned/ managed training groups x (only created courses) x (only created courses) x (only created courses) -
User can view only their created courses or courses where the role of Instructor is added to Course Management - - x x x (only created courses) x (only created courses) x (only created courses) x (only when in an instructor role)
Users can enroll or unenroll learners in the course list on the Course Management Page. x (all courses) x x (only created courses or owned training group courses) x (only created courses or owned training group courses) x (only created courses or) x (only created courses or) x (only created courses or) -
Users can only add their created courses or courses that were added as Instructors to the course catalog. x (all courses) x (all courses) x (only created courses) x (only created courses) x (only created courses) x (only created courses) x (only created courses) x (only when in an instructor role)
Users can create/edit courses from the Course Management Page x (all courses) x (all courses) x (only created courses or owned training group courses) x (only created courses or owned site courses) x (only created courses) x (only created courses) x (only created courses) x (only edit when in an instructor role)
Users can add any course or courses to the Course Management Page catalog. x (all courses) x (all courses) x (only created courses or owned training courses) x (only created courses or owned site courses) x (only created courses) x (only created courses) x (only created courses) x (only when instructor course level role)
Users can add completion reminders to a course x (all courses) x (all courses) x (only created courses or owned training courses) x (only created courses or owned site courses) x (only created courses) x (only created courses) x (only created courses) x (only where is they are instructor course level role)
Users can change or update a Learner's Course Status on the Course Management. page x (all courses) x (all courses) - - - - - -
Task Company Admin Department Manager Training Group Owner Site Co-Ordinator Manager QA Instructor Learn
General Company Management
Configure the Sender’s Email Address, First Name, and Last Name to Display in the From Field x x - - - - - -
Enable/Disable Notification Setting for Reset Password x x - - - - - -
Enable/Disable Course Notification via Direct Enrollment x x - - - - - -
Enable/Disable User Notification When new Course are Added to Training Group x x - - - - - -
Enable/Disable Coursr Completion Notification x x - - - - - -
Enable/Disable Course Completion Reminder Emails Notifications if Configured for Courses x x - - - - - -
Enable/Disable Course Completion Reminder Emails to the Manager of a User x x - - - - - -
Task Company Admin Department Manager Training Group Owner Site Co-Ordinator Manager QA Instructor Learner
Transcripts and Reporting
Edit Company Info x - - - - - - -
Create, and Edit a Training Group x x - - - - - -
Delete a Training Group x - - - - - - -
Add, Edit, and Delete Additional Profile Field x - - - - - - -
Add, Edit, and Delete Additional Course Fields x - - - - - - -
User can view their transcript - My Transcript x x x x x x x x
Users can view their direct reports transcripts -- My Direct Reports x x X (users from owned training groups) X (users from owned training sites X (only own associated users) x
User can view their external training - External Training x x x x x x x x
Users can view external training of their direct reports - External Training. x x X (users from owned training groups X (users from owned training sites X (only own associated users) x - -
Users can view all transcripts of company learners x x - - - x - -
Users can view all external training of company learners x x - - - x - -
Users can add external training for their direct reports x x X (users from owned training groups X (users from owned training sites X (only own associated users) x x -
Users can add external training for any company learner x x - - - x - -