Permission Matrix
| Task | Company Admin | BU/Department Manager | Training Group Owner | Site Co-Ordinator | Manager | QA | Instructor | Learner |
|---|---|---|---|---|---|---|---|---|
| Company Management | ||||||||
| 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 | - | - | - | - | - | - | - |
| Edit Notification Email Templates | x | x | - | - | - | - | - | - |
| Task | Company Admin | BU/Department Manager | Training Group Owner | Site Co-Ordinator | Manager | QA | Instructor | Learner |
|---|---|---|---|---|---|---|---|---|
| User Management | ||||||||
| 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 | - | - | - | - | - | - | - |
| Create a User | x | - | - | - | - | - | - | - |
| List Users and 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 | x | - | - | - | - | - | - |
| Bulk Upload Users with Mapping Configuration of Training Group(s) and Manager. | x | - | - | - | - | - | - | - |
| Bulk Download List of Users | x | - | - | - | - | - | - | - |
| User can edit their profile. | x | x | - | - | x | x | x | x |
| Task | Company Admin | BU/Department Manager | Training Group Owner | Site Co-Ordinator | Manager | QA | Instructor | Learn |
|---|---|---|---|---|---|---|---|---|
| Course Management | ||||||||
| 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 | - | - | - | - | - | - | - |
| Create Course | x | x | - | - | x | x | x | - |
| Add a Course to a Training Course Catalog and/or Category | x | x | - | - | x (own courses | x (own courses) | x (own courses) | - |
| View assigned training courses. | 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 |
| Users can access the Course Management Page | 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 | BU/Department Manager | Training Group Owner | Site Co-Ordinator | Manager | QA | Instructor | Learn |
|---|---|---|---|---|---|---|---|---|
| Company Management | ||||||||
| 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 | - | - | - | - | - | - | - |
| 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 Notification Setting for Send course enrollment welcome email notification | x | x | - | - | - | - | - | - |
| Enable/Disable Notification Setting for Send department courses enrollment welcome email notification immediately after configuration. | x | x | - | - | - | - | - | - |
| Enable/Disable Notification Setting for Sending course completion notification to Learner + Manager. | x | x | - | - | - | - | - | - |
| Enable/Disable Notification Setting for Sending course completion reminder notifications to Learner + Manager. | x | x | - | - | - | - | - | - |
| Task | Company Admin | BU/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 | - | - |
TransPerfect’s Trial Interactive is an industry leader in practical, global eClinical innovation
PRODUCTS
Linkedin
X
Didn’t find what you need?
Our dedicated Project Management and Client Services team will be available to meet your needs
24 hours a day, 7 days a week.
Toll Free:
(888) 391-5111
help@trialinteractive.com
© 2025 Trial Interactive. All Rights Reserved
