Select the Issue:
- How do I change my employee’s role?
- What roles can I assign, and what does each one do?
- Related Questions.
How do I change my employee’s role?
You can change an employee’s role through the admin console:
- Click on Assignments.
- Locate the desired employee, and click on their name.
- In the Employee Information section, you can choose both Organizational and Learning Management roles.
- further information on these roles can be found in What roles can I assign, and what does each one do?
- Once done, click Save Changes.
- Then close the pop-up.
What roles can I assign, and what does each one do?
The roles are organized into two categories, Organizational and Learning Management:
- Please note that employees can be assigned multiple roles from both categories.
- Organizational Roles:
- Reporting – This role allows the employee to see and access Reporting from the admin console.
- Their access will vary based on the other roles they’ve been assigned.
- Admin Console – This provides the highest level of permissions.
- The employee will have access to all the data in the Admin Console.
- It also provides Admin access in the Learning Center.
- Reporting Access: They will be able to return data from all employees, based on the report they ran.
- Data Manager – Grants the employee access to the Data Manager.
- This allows them to manage the company’s Employees, Locations, and Positions by adding, removing, or editing the information.
- Reporting – This role allows the employee to see and access Reporting from the admin console.
- Learning Management Roles:
- Manage Employees – Allows the user to see the My Employees tool in the learning center.
- If they are a Group Leader, they will see all employees at their Locations in their Group.
- Reporting Access: they will only be able to access Quick Reports, and will only see users from their current location.
- Instructor – Only available to Gold & Platinum clients.
- The user will only be able to access the Instructor-Led Courses tab in the Admin Console, and the Learning Center.
- Reporting Access: They will only be able to access Quick Reports, and will only see users from their current location.
- Manage Employees – Allows the user to see the My Employees tool in the learning center.
The Client Resource Center also contains further information on Roles and Permission.
- Click on the Resource Center icon in the Admin Console
- .
- Locate the Setup Tools section.
- Click on the link for Roles and Permissions.
Related Questions
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