Introduction
On enabley, you can manage user roles, permission, and statuses to regulate registration, access to certain features, responsibilities, and maintenance of your platform. The following article will explain user roles, permissions, and statuses (both in the platform and within courses). To view or change a user's Roles, Permissions, and Statuses in the platform, access the Admin Panel by:
- Opening the menu from your User Button in the top right corner.
- Click Account Management, and Go to admin.
- In the Organization section, find the user and click on it.
Assignable Roles
Users can assume one or more roles in the platform. The roles in the platform are learner, instructor, and editor, and some roles may have different permissions settings.
Learners are the majority of your users and are the target audience of the learning platform. Most users are probably assigned as learners, but instructors and editors can also be learners since they may be involved in your company's training program. The learner role is assigned when a user is enrolled in a course.
Instructors lead courses and streams on your platform and can manage course and stream settings within the platform user interface.
The Instructor role allows a user to:
- Upload training materials for courses.
- Manage the layout and learning paths of courses and streams.
- View reports.
- Evaluate users' work.
- Mark their events attendance and add recordings of the live sessions.
In addition to the instructor permissions specified above, you can allow an instructor to create courses and streams or master courses.
The Manager role allows a user to:
- Manage their team users.
- Monitor their team members' progress and performance.
Managers can monitor the activity of their team members directly by managing parts of their learning experience or contacting them to investigate certain situations. Depending on how the admin configures the platform, managers may be able to build their team.
Editors create courses, streams, and content items and view course usage data. For example, an editor may be assigned to a course to create it on behalf of an instructor.
Evaluator can audit a learner's work or can be a subject matter expert who can evaluate the learner's work or understanding. They may also be owners of specific areas in the workplace and use evaluations to ensure that their area of expertise was covered, allowing the learner to complete the course.
The Evaluator role allows a user to:
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Access detailed evaluations within the selected courses to evaluate the learner's preparedness, skills, and understanding of the material.
Account Management Permissions
Training Managers can monitor the activity of their team members directly by managing parts of the platform settings.
The Training Manager Permissions allows a user to:
- Editing and updating course and content item products.
- Reviewing learner performance for all courses/streams.
- Administering the account's content tags.
- Administering the account's course/stream categories.
- Creating and managing certificates
Admins can manage every aspect of the platform. They can access all features and settings. They are able to access any area of the platform from the User Button in the top right corner of the platform, which grants them access to the Admin Panel.
The Admin Permissions allows a user to:
- Managing users, courses, and organizational groups.
- Configuring the account's look and feel.
- Defining alert and notification triggers.
- Customizing the administrator and customer support.
- Administering the account's content tags.
- Administering the account's course/stream categories.
- Activating the leaderboard.
Users Statuses
User statuses determine which users have access to the platform and which do not. Admins can manage users' statuses by activating or deactivating them in the User Management section of the platform. There are two possible statuses for platform users:
- Active-Users that are activated in the platform and can access it.
- Inactive-Users that don't have access to the platform. If they try to access the platform, they will receive an error message on the login page and need to contact the admin.
Users Course Statuses
- Joined- These users are enrolled in the course and stream and can access them from their Learning Space area.
- Invited- These users have self-enrolled (or were enrolled by someone else) into the course, but they need to activate their account before accessing the course and stream.