Manage user permissions
Permissions can be added to managers and system administrators to grant them access to various functionalities in the platform and Admin Tool. It's possible to assign permissions to individuals when needed, or they can be assigned automatically when users are set up or assigned new job roles.
Below, we’ll walk you through each permission type and how to enable or remove it.
⚠️Important: Only those with access to the Admin Tool can assign permissions. If you require access, raise a new support case to request this.
Insight report permission
Insights reports give managers a clear view of staff training compliance. To grant a user access to view these reports, follow the steps below:
Sign in to the Admin tool.
Click Employees.
Search to locate the user, then click the name.
Click Config, then click Permissions.
Click General.
Tick the box next to Insights Access, or untick it to remove access.
Click Save.
Training record permission
Training records let you track staff training completed outside of eLearning. These records appear on a user’s stats timeline. To grant permission to add training records, follow these steps:
Sign in to the Admin tool.
Click Employees.
Search to locate the user, then click the name.
Click Config, then click Permissions.
Click General.
Tick the box next to Training record creator/editor, or untick it to remove access.
Click Save.
Roles permission
Roles can be assigned to users to exclude them from training compliance reports when they’re away for long periods. For example, long-term sick or maternity leave. To grant permission to add roles, follow these steps:
Sign in to the Admin tool.
Click Employees.
Search to locate the user, then click the name.
Click Config, then click Permissions.
Click General.
Tick the box next to Roles Manager, or untick it to remove access.
Click Save.
Reset failed courses permission
After a set number of automatic resets, some course tests may need to be manually reset. To grant permission for this, follow these steps:
Sign in to the Admin tool.
Click Employees.
Search to locate the user, then click the name.
Click Config, then click Permissions.
Click General.
Tick the box next to Reset Failed Courses, or untick it to remove access.
Click Save.
Admin Tool Access
The Admin Tool gives managers and system administrators the ability to manage key functions and settings across the system. This includes:
Manage employees
View sign-in, course activity, and audit trails
Create new positions
Create and manage roles
Report configuration
Course allocation
Course renewals
Training records
Hierarchy configuration
Course grouping
Notifications
To grant a user access to the Admin Tool, you'll need to raise a new support case and specify which functions they need to have access to.
Events, bookshelf, news, and appraisals Editor access
To give a user access to any of these editors, raise a new support case with our team. Be sure to include:
The name of the user(s)
The specific editor(s) they need access to