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 heads, a special "Manager" role can be configured, enabling them to oversee the learning process of their subordinates: assigning training tasks and tasks for individual development plans, as well as viewing reports. For this, you need to:

1. Create the "Manager" role - to do this, contact Collaborator technical support. The role is created with the appropriate permissions that define the capabilities available to the manager.
2. Assign the role to the required users.
   There are several ways to assign a role:

• Manually - the role can be assigned to the required users via the User table. This option is suitable for assigning the role to existing managers.
• Automatically by position - if subordinates are determined by position mapping, you can additionally set up automatic role assignment for users whose positions are marked as managerial in the list of positions.
  To do this, you need to contact technical support, who will specify the corresponding positions in the role settings. In this case, the role will be assigned automatically to users when they are added to the system or when their position is changed to one of the specified managerial positions.

• During user import - the role can be assigned directly during user import by specifying its identifier in the role_id attribute. This method allows you to automatically assign the role to the relevant users without additional setup by positions. For more details, see: API – User import and Synchronization users using CSV.

3. Configure how a manager’s subordinates are determined.
   The method of determining subordinates depends on the selected "Detected subordinates mode" option in Subordinates policy. Two options are available:

• By positions mapping - subordinates and their managers are determined according to the company’s organizational structure. Additionally, you can enable the "Assigning all users in subfolders as subordinates" option. In this case, the manager will be able 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 org structure.
• By import value - information about managers and their subordinates is passed during user import using the manager_uid or manager_id attributes, which define the relationship between a manager and a subordinate. For more details, see: Imported managers

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.