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Platform User Roles

Learn how to assign Academy users to different roles.

Kathleen Watson avatar
Written by Kathleen Watson
Updated over 2 years ago

What?

Platform User Roles in Academy should not be confused with Program Roles.

Platform User Roles determine a user’s permissions across the entire Academy platform. Program Roles (Learner, Facilitator, Coach Coordinator) determine a user’s permissions within specific programs. You can read more about Program Roles here.

Academy offers 3 default Platform User Roles to choose from, System Admin, Portal Admin, and Users. Each role has a unique level of permissions which separates them from each other, these permissions include;

Users

Users have the most basic level of permissions. Users with this role will only be able to view the programs they have been enrolled into.

Portal Admin

Portal Admin’s have the next tier of permissions allocated to them, users with the Portal Admin role will be able to do everything that users can do with the addition of being able to manage users and programs, manage catalogue settings, pathways and badges, and have access to specific reports.

System Admin

System Admins have the highest tier of permissions allowing them full control over the portal, with the ability to manage programs and users, access to all reports, and access to the system configuration settings.

Why?

It is important to understand what the different roles and permissions are before assigning users to the available roles. However, if more roles are required with different levels of permissions, custom roles can be added to allow for further control over the available roles and permissions.

How?

User roles can be established after users have been invited to Academy, as the default role for new users is ‘User’ this can be changed by following the steps below.

To edit an existing users role;

  1. Open User Admin

  2. Access the desired users profile

  3. Edit the users' profile

  4. Adjust the users' role, via the ‘Role’ drop-down, this field can be found under the users' profile picture.

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