About User Roles

Each user in the LMS is assigned a specific role that determines what functions the user can perform in the LMS and the scope of information they can see. They can also determine the learning activities users can see, if assignments assign content only to students.

The following roles are available, in order of increasing scope and privilege:

Reports Only roles have the same scope as their counterparts, but provide access only to reports.

Note: Custom roles may be defined.

If Shopify integration is used, roles are assigned as below.

If this occurs... Then...

Someone purchases a single seat of one or more activities for their own use (does not invite someone else to take the learning activities)

the purchaser is given the Student role

Someone purchases a single seat of one or more activities and invites someone else to take the learning activities

or

Someone purchases multiple seats of one or more learning activities

the purchaser is given the Purchaser role; the invitees are given the Student role

Some roles rely on specific conditions.

This role... Requires...

Student

-no conditions-

Local Administrator

locations to be enabled

Multiple Location Administrator

locations and location hierarchies to be enabled

Organization Administrator

-no conditions-

Master Administrator

your organization to have, or be able to have, clients

For users who should be able to...

Use this role...

use the LMS only for accessing learning activities, modify their profile, change their password, view their certifications, and generate their own activity reports

Note: All other user roles, in addition to the special permissions they offer, give those users the Student role for their learning activities.

Student

add/edit/delete user accounts, create/edit assignments, and manage users for their location

Local Administrator

view reports for their location

Local Administrator (Reports Only)

add/edit/delete user accounts, create/edit assignments, and manage users for their location and any child locations

Multiple Location Administrator

view reports for their location and any child locations

Multiple Location Administrator (Reports Only)

in addition to everything a Local Administrator can do, load content, edit Content Library, and adjust configuration of their LMS

Organization Administrator

view reports for their LMS

Organization Administrator (Reports Only)

in addition to everything an Organization Administrator can do, add clients, grant content to a client, and edit or revoke content grants

Master Administrator

view reports for their organization's LMS and those of any clients

Master Administrator (Reports Only)