Managing Admin Users

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.

You can view the appropriate permissions for each default 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 create a new custom role with customized permissions.

In this article, we cover the following:

• Inviting a Manager
• Creating a Custom Manager Role

1. From your homepage, select Users.
2. From the left menu, select Managers.
3. Next, locate the role that you want to assign to your user, and click on that role.
4. Click on the Gear icon in the top right of the screen. Then click Add User.
   
   
5. Enter the user's first name, last name, and email address.
6. If applicable, specify what content the user should have access to. 
7. Lastly, complete the Invite Message field if you would like to customize the invitation text for that particular user (optional). 
8. Click Invite.
   
   

Example of User Invite:

1. From your homepage, select Users.
2. From the left menu, select Managers.
3. In the left roles list, click Add Custom Role (button located after Default roles).
   
   
4. This will launch a guided process to create a new custom role.
   
   01

   Type

   First, you'll want to enter a name for your custom role.

   Next, choose a Role Type - Main Site or Panorama.

   Main Site

   Roles designed to provide access to main site settings, content management, general reporting, and learner management. Default roles should not be provisioned access to Panoramas.

   Panorama

   Roles designed to provide access to Panorama license and sub-licenses for content management, user management, and reporting. Client roles should either be provisioned directly to a Panorama / sub-license, or be granted permission to all (via the "Manage Multiple Clients" permission).

   Click Next.

   
   02

   Template

   Choose a template as a jumping off point before you customize permissions.

   If the each user assigned to this role should have access to all courses, enable the toggle Has Access To All Courses? in this step. If left disabled, you'll be able to specify one or more specific courses when you invite each user. 

   Once you click on a template, scroll down to review the current permissions enabled for that template. If it's not quite what you're looking for, you can always choose another template before you move on to customizing.

   Click Next.

   
   03

   Customize

   Now comes the fun part! Customizing your manager role to fit your unique use case. Click the check marks in the last column on the right to enable a permission.

   

   Permissions are organized in categories - expand or collapse the list of permissions in the top right.

   

   While customizing, read about each permission in the definitions column to get an idea of what you are granting access to.

   

   Click Next.

   Note

   If you selected Panorama as the Role Type, you'll see asterisks next to the permissions that should be used with caution. If enabled, these permissions could allow the role to see learner information or site information that doesn't apply to their assigned panorama.

   04

   Summary

   Review which permissions you've enabled before creating the manager role. Hover over the info icons to see the definitions again. To update a permission while on this screen, simply click the Customize step again to go back and edit.

   If you're ready to invite users, click Create Role.

   
   Tip

   You can always edit permissions later (after creation) by going to Users > Managers > click on the Role Title > click the Gear Icon (top right) > Edit Permissions > Customize step.

5. Next, start inviting users to this role by following steps 3-8 in the section above.

What else do I need to know?

• 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.