The following article gives you an insight to all the options within the Roles tab under "Settings".
To access this, go to "Settings" in the main menu and click on "Account"
Click on the "Roles" tab and click on the relevant role you want to edit:
Roles: Functionality > Learning
1. Go to "Settings" in the main menu and click on "Account"
1.1. Go to the "Roles" tab and click on the relevant role
2. Click on the arrow on the left of "Learning" to unfold this section.
Learning here refers to the Learning module.
On the right of the "Learning" bar, you will see 2 icons: "Show" (green) and "Hide" (red). The "Show" icon allows the user with the assigned role to see the Learning module on their account. Moreover, it gives access to the 2 options below.
The "Hide" icon blocks this Learning module for this role.
Continue to the following chapters to read about the 2 options available within the Learning settings, given that you have enabled the "Show" icon.
2.1 Courses
Click on the arrow on the left of "Courses" to unfold this section. This section consists of 12 sub-sections:
There are 4 icons on the right side of the "Courses" bar:
- "All" (green):
By clicking on this icon, you can enable this role to view the existing courses within the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to view the existing courses in the Learning module to match a specific criterion.
Example 1: If only an employee’s manager should be able to view the existing courses, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to view the existing courses, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to view their own courses.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to view courses in the Learning module.
Continue to the following chapters to read about the 12 sub-sections available within the Courses settings, given that you have enabled the "All", "Custom" or "Own" icon.
2.1.1 Create online courses
Create online courses relates to the role’s permissions to create new online courses in the Learning module.
There are 2 icons on the right side of the "Create online courses" bar:
- "Show" (green):
By clicking this icon, you will be able to see the "New course" button, allowing you to create a new online course. - "Hide" (red):
With this button, you will be able to block the creation of new online courses.
2.1.2 Edit online courses
Edit online courses relates to the role’s permissions to edit existing online courses in the Learning module.
There are 4 icons on the right side of the "Edit online courses" bar:
- "All" (green):
By clicking on this icon, you can enable this role to edit any existing online course available in the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to edit online courses to match a specific criterion.
Example 1: If only an employee’s manager should be able to edit online courses, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to edit online courses, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to edit their own courses.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to edit online courses.
2.1.3 Delete online courses
Delete online courses relates to the role’s permissions to delete existing online courses in the Learning module.
There are 4 icons on the right side of the "Delete online courses" bar:
- "All" (green):
By clicking on this icon, you can enable this role to delete any existing online course available in the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to delete online courses to match a specific criterion.
Example 1: If only an employee’s manager should be able to delete online courses, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to delete online courses, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to delete their own courses.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to delete online courses.
2.1.4 Create onsite courses
Create onsite courses relates to the role’s permissions to create new onsite courses in the Learning module.
There are 2 icons on the right side of the Create onsite courses bar:
- "Show" (green):
By clicking this icon, you will be able to see the "New course" button, allowing you to create a new onsite course. - "Hide" (red):
With this button, you will be able to block the creation of new onsite courses.
2.1.5 Edit onsite courses
Edit onsite courses relates to the role’s permissions to edit existing onsite courses in the Learning module.
There are 4 icons on the right side of the "Edit onsite courses" bar:
- "All" (green):
By clicking on this icon, you can enable this role to edit any existing onsite course available in the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to edit onsite courses to match a specific criterion.
Example 1: If only an employee’s manager should be able to edit onsite courses, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to edit onsite courses, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to edit their own courses.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to edit onsite courses.
2.1.6 Delete onsite courses
Delete onsite courses relates to the role’s permissions to delete existing onsite courses in the Learning module.
There are 4 icons on the right side of the "Delete onsite courses" bar:
- "All" (green):
By clicking on this icon, you can enable this role to delete any existing onsite course available in the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to delete onsite courses to match a specific criterion.
Example 1: If only an employee’s manager should be able to delete onsite courses, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to delete onsite
courses, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to delete their own onsite courses.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to delete onsite courses.
2.1.7 Create webinars
Create webinars relates to the role’s permissions to create new webinars in the Learning module.
There are 2 icons on the right side of the "Create webinars" bar:
- "Show" (green):
By clicking this icon, you will be able to see the "New course" button, allowing you to create a new webinar. - "Hide" (red):
With this button, you will be able to block the creation of new webinars.
2.1.8 Edit webinars
Edit webinars relates to the role’s permissions to edit existing webinars in the Learning module.
There are 4 icons on the right side of the "Edit webinars" bar:
- "All" (green):
By clicking on this icon, you can enable this role to edit any existing webinar available in the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to edit webinars to match a specific criterion.
Example 1: If only an employee’s manager should be able to edit webinars, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to edit webinars, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to edit their own webinars.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to edit webinars.
2.1.9 Delete webinars
Delete webinars relates to the role’s permissions to delete existing webinars in the Learning module.
There are 4 icons on the right side of the "Delete webinars" bar:
- "All" (green):
By clicking on this icon, you can enable this role to delete any existing webinar available in the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to delete webinars to match a specific criterion.
Example 1: If only an employee’s manager should be able to delete webinars, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to delete webinars, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to delete their own webinars.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to delete webinars.
2.1.10 Create learning paths
Create learning paths relates to the role’s permissions to create new learning paths in the Learning module.
There are 2 icons on the right side of the "Create learning paths" bar:
- "Show" (green):
By clicking this icon, you will be able to see the "+ New course" button, allowing you to create a new learning path. - "Hide" (red):
With this button, you will be able to block the creation of new learning paths.
2.1.11 Edit learning paths
Edit learning paths relates to the role’s permissions to edit existing learning paths in the Learning module.
There are 4 icons on the right side of the "Edit learning paths" bar:
- "All" (green):
By clicking on this icon, you can enable this role to edit any existing learning path available in the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to edit learning paths to match a specific criterion.
Example 1: If only an employee’s manager should be able to edit learning paths, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to edit learning paths, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to edit their own learning paths.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to edit learning paths.
2.1.12 Delete learning paths
Delete learning paths relates to the role’s permissions to delete existing learning paths in the Learning module.
There are 4 icons on the right side of the "Delete learning paths" bar:
- "All" (green):
By clicking on this icon, you can enable this role to delete any existing learning path available in the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to delete learning paths to match a specific criterion.
Example 1: If only an employee’s manager should be able to delete learning paths, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to delete learning paths, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to delete their own learning paths.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to delete learning paths.
2.2 Participants
Click on the arrow on the left of "Participants" to unfold this section. This section consists of 2 sub-sections:
There are 4 icons on the right side of the "Participants" bar:
- "All" (green):
By clicking on this icon, you can enable this role to view the participants for all courses within the organization in the "Participants"
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to view participants in the Learning module to match a specific criterion.
Example 1: If only an employee’s manager should be able to view participants, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to view participants, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to view participants for their own courses.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to view participants in the Learning module.
Continue to the following chapters to read about the 2 sub-sections available within the Participants settings, given that you have enabled the "All", "Custom" or "Own" icon.
2.2.1 Send message to participants
Send messages to participants relates to the role’s permissions to contact course participants
There are 4 icons on the right side of the "Send messages to participants" bar:
- "All" (green):
By clicking on this icon, you can enable this role to contact all course participants within the organization.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to contact course participants to match a specific criterion.
Example 1: If only an employee’s manager should be able to contact participants, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to contact participants, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to contact themselves as a participant.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to contact participants.
2.2.2 Delete participants
Delete participants relates to the role’s permissions to delete course participants
There are 4 icons on the right side of the "Delete participants" bar:
- "All" (green):
By clicking on this icon, you can enable this role to delete all course participants within the organization from the Learning module.
- "Custom" (blue):
By clicking on this icon, you can customize the ability for this role to delete course participants to match a specific criterion.
Example 1: If only an employee’s manager should be able to delete participants, you can enter the criterion “Predefined user” “equals” “Manager”.
Example 2: If you only want people within the same department to be able to delete participants, you can enter the element “Department” “equals” “Department access”.
- "Own" (yellow):
By clicking on this icon, users with this role will only be able to delete themselves as a participant.
- "Hide" (red):
By clicking on this icon, you will altogether deny this role the ability to delete participants.
In this chapter, you can learn about all the permissions available in the "Learning" section in the "Functionality" tab.