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How to Assign User Roles

Availability
Starter
Pro Trainer
Learning Center
High Volume & Corporate

Once you have created custom user roles (available in our Learning Center plans or higher), you can assign these roles to your users. Additionally, you can assign predefined roles to your users, either with their original permissions or by further modifying them. 


You are able to assign a role directly in the process of creating a new user or while updating an existing user.

Assign a Role while Creating a New User

Assign a role while creating a new user in your school:


1. By navigating to Users  All Users Add user. Add the username and email and choose the user role. If you want more information on how to create a new user, click here.

a. When assigning an Instructional Role, you need to select the assigned courses.

b. When assigning a Reporting Role, you need to select the assigned reporting segments and the courses for which the user will be able to edit the Gradebook, Assignments, and Certifications.

c. When assigning a Seat and/or User Group management role, you need to select the assigned Seat offerings or User Groups.

d. When assigning a Community space management role, you need to select the community spaces they will manage.

2. By assigning an Administrative, Instructional, Reporting or Management role while creating a user by navigating to Users  User Roles, clicking on the role level you want, and adding the user roles from there. 

Assign a Role while Updating an Existing User 

To assign a role while updating an existing user: 


1. Navigate to Users All users, hover over the three dots next to the user you wish to assign a role and click on Edit User.

2. Choose the User Role.


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