There are five default roles for your learning site, including Admin, Course Author, Customer Service, Instructor, and Learner. Additionally, there are two default roles, Client Admin and Client Manager, for Panorama (client) accounts.
As an all-powerful admin, you can view the appropriate permissions for each role, as well as invite anyone from your organization to any of the default roles. If any of the default roles do not fit your specific needs, you can even create a new custom role with customized permissions.
Where do I find this?
Users > Managers
How do I do this?
Inviting a manager role:
- From your homepage, select Users.
- From the left menu, select Managers.
- Next, locate the role that you want to assign to your user, and click on that role.
- Click on the Gear icon in the top right of the screen. Then click Add User.
- Enter the user's first name, last name, and email address.
- If applicable, specify what content the user should have access to.
- Lastly, complete the Invite Message field if you would like to customize the invitation text for that particular user (optional).
- Click Invite.
Note
Manager Invites do not expire. If you would like to revoke the invite, you can disable the user and the invite will no longer be valid.
Creating a custom manager role:
- From your homepage, select Users.
- From the left menu, select Managers.
- In the left roles list, click Add Custom Role (button located after Default roles).
- Enter a Role Name.
- Select a Role Type.
Note
If this role is specific to a client (for sites using Panorama), select Client Role from the drop-down. If not, leave the default setting as is.
- Toggle "Has Access To All Courses?" to "Yes" if you want all users invited to this role to have access to all courses. If "No", you'll be able to specify one or more specific courses when you invite each user.
- Select the permissions you want to assign to the new role by checking the applicable boxes. If the client role type is selected above, you'll see asterisks next to the permissions that should be used with caution. To see a summary of available permissions, see our Managing Custom Role Permissions article.
- Click Create Role.
- Next, start inviting users to this role by following steps 3-7 in the section above.
What else do I need to know?
Tip
You can search across manager roles to locate a user. If you find that your search comes up with no results, check to see if the user's account is disabled by clicking on "View Disabled" for any manager role and execute the search again.
- Each user will receive an email invite to the learning site so it's important to enter a valid email address.
- When the user accepts the invite, he/she will be prompted to generate a unique password for future logins before proceeding to the manager dashboard.
- Each email address can be linked to one account. If you have a use case for a dual role (manager and learner), see our article on dual roles for guidance.
- Emails in reports will only be linked if you have Manage Learners permission.
- For information on setting up a new learner, see our Inviting a New Learner to Your Site article.
What does this look like?
Learner View:
Admin View (Default Role):
Admin View (New Custom Role):
