LMS Collaborator knowledge base

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

Learning

Learning reports

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

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.

Additional Roles

If necessary, additional roles can be configured in the system for sindividual users, granting them special permissions in line with their job responsibilities.
For example, a "Content Manager" role can allow users to create their own resources and news without access to other users’ resources, tasks, or reports.

Role for Department managers

For department managers, a special “Manager” role can be configured, allowing them to manage the learning process of their subordinates (assign learning tasks and tasks in Personal development plans, and view reports). The list of subordinates is determined according to the organizational structure settings. At the same time, the manager will not have access to information about other users in the system who are not their subordinates.

Setting Up the Manager role

To enable a user to manage the learning of their subordinates, follow these steps:

1. Contact Collaborator technical support to create an additional role with the required permissions.

2. In the list of positions, mark the user’s position as a managerial one.

3. Manually assign the created role to the required users. For more details, see User table.
   You can also set up automatic assignment of the "Manager" role based on a list of managerial positions. To do this, technical support specifies in the role settings the list of positions for which the role will be assigned automatically. In this case, the role is granted to users when they are added to the system, if their position is on the specified list, or it is assigned automatically after a user’s position changes to a managerial one, for example, in the case of a promotion.

4. Configure the manager-subordinate relationships, that is, define which users are subordinates of a particular manager. The way subordinates are determined depends on the "Detected subordinates mode" option selected in the Subordinates policy.
   If the "By import value" mode is selected, subordinates and their managers are determined according to the parameters set during user import.
   If the "By positions mapping" mode is selected, subordinates are determined according to the company’s organizational structure.

In the Subordinates policy settings, you can also allow a manager to manage the learning not only of their direct subordinates but also of employees located lower in the hierarchy, in nested folders (departments) of the organizational structure.

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.