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General Overview: User Roles

Workplace hierarchy at times requires user-specific privileges to access certain resources. Sometimes because of security policies, it is necessary to isolate the user under which a process runs. According to your school's structure, you can assign predefined or custom user roles to your team, securing in this way the data that each team member or partner has access to while logging in to your school.


What are User Roles

User Roles are permission sets that control access to areas and features within the LearnWorlds Platform. Each user account requires a Role assignment to limit or grant access to specific school areas. For example:

  • Separate permissions can be created for designers/ copywriters of the website so that they can access only the necessary areas, such as the School Pages or Course Pages. 
  • When you are selling Business to Business (B2B), your clients can be assigned to a specific segment of users to monitor only their assigned group's progress and see the relevant data. You can create a Seat Manager role. The Seat Manager will be able to bulk import and enroll users to this offering, manage the available seats, manage their enrollments, and monitor their progress without accessing any other aspects of your platform.  For more information, you can read our respective article: How to Create a Seat Management Role
  • You can have Instructor assistants who will only grade learner assignments. 
  • Your Finance department can only be assigned to the billing area of the school.
  • You can assign different marketing roles, to create Bundles, coupons, etc. 
  • Specific permission can be granted to your support team for quickly solving user issues by logging in to users' accounts. 

 

So, admins (or any user with the "Manage User Role" and "Manage Users" permission enabled) will be able to cherry-pick (with some limitations) areas of the platform and group them together, grant access to specific data, and finally, assign this set of permissions and access level to others. 


Note: The affiliates do not count as a separate role (system-wise). It is an extra option added to a user account for the system to start generating commission according to the Affiliate Management Settings. 

Role levels

There are currently four role levels: 

  • User role level (Learner)
  • Administrative role level → grants full access to all or some areas of the platform.
  • Instructional role level → grants access to specific platform areas but limits the displayed data only to those related to the selected courses.
  • Reporting role level → grants access to specific platform areas but limits the displayed data only to those related to the selected reporting segments.
  • Seat Manager role level→  grants access to specific areas of the platform but limit the displayed data only to those related to the seat management system.

For more information on the differences between the role levels, you can refer to this article.

Predefined Roles 

There is a list of predefined roles for each role level (Administrative, Instructional, or Reporting), and you can also create new custom roles. For more information on the available predefined roles, you can check this article


Each predefined role has a different set of permissions enabled, which can be further edited when hovering over the selected role. 

Notes: 

  • The User Roles include, by default, a system role, which is the role of the Admin, and some predefined roles (e.g., Website Designer). Predefined roles are created based on the most common needs of school creators. 
  • The Admin role cannot be deleted or further modified, as it includes all the system's permissions and has access to all the school's data by default.
  • The predefined roles cannot be deleted or their role level alternated, but any user in your school with an administrative role assigned (and the "Manage User Roles" permission enabled) can modify the selected permissions by adding or removing them. You can also reset the original permissions to the predefined state if you wish.  

Permissions per Role Level 

Permissions define the platform area which can be accessed and further edited. It’s a set of various platform areas that are grouped together and cannot be separated, as they are considered "one permission." For more information on the permission available, you can refer to this article


Important note: Each role with different permissions displays different portions of school pages, courses, dashboard, etc. In the example below, the Course Creator cannot have access by default to the Site Builder, Mobile app, and School Settings tabs (since those are only available on the administrative roles): 

Thusly, a user who is assigned the Course Creator predefined role will be viewing the following dashboard. 

Custom Roles

You can also create a custom user role by selecting the following:

a. Role 

b. Permissions

For more information on how to create User Roles, click here.  

How to Assign User Roles 

After creating the custom user roles or using the predefined roles, you will then need to assign them to the users under the User Management tab. You can do that while:

a. Creating a new user

b. Managing an existing user


For more information on how to assign User Roles, click here

How to Create an Administrative Role

You can either use the predefined administrative roles to assign to your users or create a custom role with custom permissions. For more information on how to create and assign those roles, you can check our article here.  

How to Create an Instructional Role

You can either use the predefined instructional roles to assign to your users or create a custom role with custom permissions. For more information on how to create and assign those roles, you can check our article here.  

How to Create a Reporting Role 

You can either use the predefined reporting roles to assign to your users or create a custom role with custom permissions. For more information on how to create and assign those roles, you can check our article here.  


The reporting role can be of great use when you are selling B2B, so your clients can view a specific user segment on the Report Tools relevant to their user group. 

How to Create a Seat Manager Role

The Seat Manager will be able to bulk import and enroll users to a seat offering, manage the available seats, manage their enrollments, and monitor their progress without accessing any other aspects of your school. We provide one predefined Seat Manager role; however, it is also feasible to create a custom Seat Management role, more information you can find here.

Compare Roles and Simulate

You can compare the permissions that are allowed in each predefined (or created custom role) by navigating to the Compare tab.

You can also see the aspects of the platform that the specific role can see without seeing the actual data. This can be achieved by selecting the Simulate button.

How to Login as a User

If a user is having technical issues with a course and has reached out to you for a solution to their problem, you can use the setting of "Login as a User" to troubleshoot further and replicate their aforementioned case. For more information on how to use this feature, you can click here

Availability per plan

The differences between the available features per plan are the following: 


Starter
Pro Trainer
Learning Center
High Volume
Create custom roles
✔️
✔️
Assign predefined roles
✔️
✔️
Admin
/Instructor
/Reporters
/Seat Managers 
1 Admin
5 Admins/Instructors
20 Administrative/ Instructional / Reporting / Seat Manager Accounts
Additional Administrative/ Instructional / Reporting / Seat Manager Accounts
Login to User's Account
✔️
✔️

Notes:

  • The "Login to Student's Account" feature is available for roles with this specific permission enabled.
  • Trial Accounts can only create one more custom role (either administrative or instructional level) and can assign one custom role to an existing user. 

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