Roles in the system
List of standard roles and their privileges
After installation and configuration in the Collaborator system, the roles User, Tutor, Administrator will be available by default. Their access permissions to the Collaborator functions and tools are shown in the table below:
Privileges | User | Tutor | Administrator |
---|---|---|---|
1. User management: | |||
- Deleting other users besides yourself | - | - | ✅ |
- Updating user passwords from a file | - | - | ✅ |
- Changing the roles of other users besides yourself | - | - | ✅ |
- Editing other users | - | - | ✅ |
- Editing the Main page for other roles | - | - | ✅ |
- ⛔️Roles managing | - | - | - |
- Browsing the information about other users | - | ✅ | ✅ |
- Editing your own profile | ✅ | ✅ | ✅ |
- Browsing the training history of other users | - | - | ✅ |
2. Automation rules: | |||
- Automation rules using | - | - | ✅ |
- Automation rules managing | - | - | ✅ |
3. Badges: | |||
- Badges managing | - | - | ✅ |
4. Requests for professional development | |||
- Request templates managing | - | - | ✅ |
- Requests managing | - | - | ✅ |
- Subordinates requests managing | - | - | ✅ |
5. Catalog: | |||
- Catalog access groups editing | - | - | ✅ |
- Catalog using | ✅ | ✅ | ✅ |
6. Directories: | |||
- Lists of Department, Position, City editing | - | - | ✅ |
7. Certificates: | |||
- Certificates managing | - | - | ✅ |
8. Chat: | |||
- Channel creating | - | - | ✅ |
- Chat using | ✅ | ✅ | ✅ |
9. Checklists: | |||
- Checklists managing | - | - | ✅ |
10. Comments: | |||
- Editing and deleting all comments | - | - | ✅ |
- Comments browsing | ✅ | ✅ | ✅ |
- Comments writing | ✅ | ✅ | ✅ |
11. Complex quizzes: | |||
- Complex quizzes managing | - | - | ✅ |
- Your own complex quizzes managing | - | ✅ | - |
- Recalculating the results of complex quizzes | - | - | ✅ |
12. Contacts: | |||
- Contacts using | ✅ | ✅ | ✅ |
13. Courses: | |||
- Courses managing | - | - | ✅ |
- Your own courses managing | - | ✅ | - |
14. Special reports: | |||
- Special reports managing | - | - | ✅ |
15. ERP requests : | |||
- ERP requests closing | - | - | - |
- ERP requests creating | - | - | - |
- ERP managing | - | - | - |
- ERP using | - | - | - |
16. Forum: | |||
- Forum private topics creating | - | - | ✅ |
- Forum editing | - | ✅ | ✅ |
- Forum using | ✅ | ✅ | ✅ |
17. Guest page: | |||
- Guest page customization | - | - | ✅ |
18. Personal development plans: | |||
- Personal plan managing | - | - | ✅ |
- Managing the personal development plans for subordinates | - | - | ✅ |
19. Knowledge Base: | |||
- Knowledge Base administrating | - | ✅ | ✅ |
- Knowledge Base using | ✅ | ✅ | ✅ |
- Browsing the entire Knowledge Base (all the items). Auxiliary permission for flexible configuration of menu items | - | - | ✅ |
20. MBO: | |||
- Strategic plans managing | - | - | ✅ |
21. Meetups: | |||
- Meetups managing | - | ✅ | ✅ |
22. News: | |||
- News creating and editing | - | - | ✅ |
- News browsing | ✅ | ✅ | ✅ |
23. Notices: | |||
- Notices managing | - | ✅ | ✅ |
24. Notifications: | |||
- Message templates editing | - | - | ✅ |
- Viewing the log of sent emails | - | - | ✅ |
- Viewing the log of sent sms | - | - | ✅ |
25. Organizational structure: | |||
- Organizational structure editing | - | - | ✅ |
- Organizational structure using | - | ✅ | ✅ |
26. Training resources: | |||
- Informational resources managing | - | - | ✅ |
- Your own resources managing | - | ✅ | - |
27. Surveys: | |||
- Surveys managing | - | - | ✅ |
- Your own surveys managing | - | ✅ | - |
- Surveys using | ✅ | ✅ | ✅ |
28. 360 Polls: | |||
- 360 Polls managing | - | - | ✅ |
29. Reports: | |||
- Reports using | - | - | ✅ |
- Limiting access to training reports only | - | ✅ | - |
- Limiting it to reports on yourself and your subordinates | - | - | - |
- Viewing test protocols | - | ✅ | ✅ |
30. Notice for all users: | |||
- Managing the Notice for all users | - | - | ✅ |
31. Websites: | |||
- ⛔️Current website managing | - | - | - |
- ⛔️Subdomains managing | - | - | - |
- Viewing statistics on the use of technical resources | - | - | ✅ |
32. Tags: | |||
- Tags managing | - | - | ✅ |
33. Tasks: | |||
- Tasks managing | - | - | ✅ |
- Your own tasks managing | - | ✅ | - |
- Managing your own tasks created for your subordinates | - | ✅ | - |
- Tasks using | ✅ | ✅ | ✅ |
34. Quizzes: | |||
- Checking the answers to free-response questions | - | ✅ | ✅ |
- Checking the answers to free-response questions for your own tasks | - | ✅ | - |
- Testing attempts managing | - | ✅ | ✅ |
- Testing attempts managing for your subordinates | - | ✅ | - |
- Quizzes managing | - | - | ✅ |
- Your own quizzes managing | - | ✅ | - |
- Recalculating the quizzes results | - | - | ✅ |
35. Training programs: | |||
- Training programs managing | - | ✅ | ✅ |
- Your own training programs managing | - | - | - |
- Training programs using | ✅ | ✅ | ✅ |
36. Training trajectories : | |||
- Training trajectories managing | - | - | ✅ |
- Trajectories editor PRO-version | - | - | - |
37. Translations: | |||
- Translations managing | - | - | ✅ |
38. Webinars: | |||
- Webinars managing | - | ✅ | ✅ |
39. Wiki: | ✅ | ||
- Wiki pages creating and editing | - | - | ✅ |
- Wiki using | ✅ | ✅ | ✅ |
40. Working tasks : | |||
- Subordinates working tasks managing | - | - | - |
- Working tasks administrating | - | - | ✅ |
- Working tasks using | ✅ | ✅ | ✅ |
- Working tasks watching | - | - | - |
36. Workshops : | |||
- Workshops managing | - | ✅ | ✅ |
1allows access only to the tasks that this user has created by themselves. At the same time, you can only assign tasks to your staff members according to the organizational structure. (Suitable for the Administrator role when you need to assign training tasks for your staff).
It is also possible to set up additional client roles by combining the list of privileges described in the table. For example, the Content Manager role can only allow you to create your own resources and news, without giving you access to other people's resources, as well as all tasks and reports.
By default, all registered accounts are assigned the User role.
After registration, the Administrator can add the Workshops roles to specific employees. How to assign roles is described in detail in the following article - User table.
Manager Role
For the heads of departments, you can set up the appropriate role. Under which he will be able to monitor the training process of their employees. I.e. such a user will have access to reports only on their subordinates, which are defined according to the organizational structure. They will not have an access to information about the other users in the system.
In order for the user to be able to view reports on their employees they need to:
- In the list of positions, mark his position as a managing one. The instructions are provided here Positions.
- Set up the manager-subordinate communication on the Organizational Structure settings page. Read more in the following article Organizational structure.
- Create and assign a role.
You can set up automatic assignment of the manager role according to the list of manager positions. For this purpose, in the role settings you need to specify the executive positions to which the role should be assigned automatically after adding to the system or after assigning an executive position (such settings may be configured by technical support).
Global and local roles for selected clusters
In case your organization uses a cluster with many subdomains, you can configure global and local roles.
Global roles will be available in each cluster domain, i.e. are common for all systems.
Changing the global role settings you change them for all cluster systems.
The names of these roles will be translated automatically. The name used during creation will be the original in English. To display the name in other languages, you must add its translation in each system on the "Translations" page (Available to the System Administrator).
Local roles may have unique settings within each domain, i.e. within each system. Their names will not be translated.