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Updating employee roles

Select the Issue:

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.

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.
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.

The Client Resource Center also contains further information on Roles and Permission.