Roles in the system

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Table of Contents

List of standard roles and their privileges
User management
Learning
Learning reports
Management
Information, communication
System settings
Manager Role
Global and local roles for selected clusters

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:

The table shows the standard features of the roles available in the maximal build of the system.

User management

User_management_table

		Administrator
	Tutor	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

Learning

Learning_table

		Administrator
	Tutor	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
User	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

Learning_reports_table

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

Management

Management_table

	User	Administrator
Assessment	Completing the assessment	Management the assessment Use the assessment reports
Organizational structure	Organizational structure viewing	Organizational structure editing
MBO	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

Information_table

Chat, Forum, Comments			Administrator
		Tutor	Creating private Forum topics Administering Comments, Thanks
	User	Creating Forum topics Forum editing
	Use Chat, Forum Leaving Thanks, Comments	Creating Forum topics Forum editing
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:

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 be translated automatically. If you need to set up automatic translation, please contact technical support.