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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:

User management


  • Editing other users
  • Deleting other users
  • Updating user passwords
  • Management of the registration form
  • Customizing the Home page for other roles
  • Authorization using API token
User Browsing the information about other users
  • Editing his own profile
  • Use of Contacts



  • Management of:
    • tasks
    • quizzes
    • complex quizzes
    • surveys
    • informational resources
    • courses
    • workshops
    • webinars
    • programs
  • Test management:
    • Viewing quiz protocols
    • Recalculating quiz, complex quiz results
  • Browsing the training history of other users
  • Training trajectories managing + Trajectories editor PRO-version
  • Edit Catalog of Tasks Access Groups
  • Manage his own:
    • tasks
    • quizzes
    • surveys
    • informational resources
    • programs
  • Test management:
    • Testing attempts managing
    • Checking the answers to free-response questions
  • Knowledge Base administrating
  • Use Knowledge Base reports
  • Using tasks
  • Complete:
    • quizzes
    • complex quizzes
    • surveys
    • courses
    • programs
    • workshops
    • webinars
    • meetups
  • Use informational resources
  • Learning according to the learning trajectory
  • Use the Knowledge Base and Task Catalog

Learning reports


Administrator Can be configured individually for roles:
  • Use training reports
  • Use survey reports
  • Use learning trajectories reports
  • Use custom reports
  • Viewing protocols of task status changes
  • Restricting access to training reports, self-reports and reports of subordinates
  • Access to survey reports for him and his subordinates
  • Access to reports on learning trajectories for him and his subordinates



User Administrator
Assessment Completing the assessment
  • Management the assessment
  • Use the assessment reports
Organizational structure Organizational structure viewing Organizational structure editing
  • To be the performer of his goals
  • To be a curator of the goals of his subordinates
Strategic plan management
Personal development plans
  • Use his personal development plan
  • Be a task curator for other user's personal development plans
Personal development plan management
Work tasks, Service requests Use:

  • work tasks
  • service requests
Work tasks, Service requests administrating
Career development, External Learning, Competencies Creating requests for:

  • Career development
  • External Learning
  • Managing requests for:
    • Career development
    • External Learning
  • Competency library management

Permissions that can be configured individually for roles:

  • managing the individual development plans of their subordinates;
  • watching over the Work task;
  • management of the applications of their subordinates for: Career development, External Learning.

Information, communication


Chat, Forum, Comments Administrator
  • Creating private Forum topics
  • Administering Comments, Thanks
  • Creating Forum topics
  • Forum editing
  • Use Chat, Forum
  • Leaving Thanks, Comments
News, Events, Notices, Wiki News, Events, Notices, Wiki Viewing News, Events, Notices, Wiki Management
Gift shop Use Gift shop Gift shop Management
Badges, Sertificates Receiving badges, certificates Badges, Sertificates Management
Notifications Receive E-mail, Telegram, Teams, Slack, SMS messages
  • View logs of sent messages in E-mail, Telegram, Teams, Slack, SMS
  • Editing notification templates

System settings

Administrator can:

  • See analytics of system usage
  • Customize the Guest page
  • Manage and use Automation Rules
  • Manage processes
  • View technical resource usage statistics
  • Manage translations

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:

  1. In the list of positions, mark his position as a managing one. The instructions are provided here Positions.
  2. Set up the manager-subordinate communication on the Organizational Structure settings page. Read more in the following article Organizational structure.
  3. 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 be translated automatically. If you need to set up automatic translation, please contact technical support.

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