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Table of Contents


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This area of

the system

accessplanit is for setting up the level of access to the Users within your

system

platform. The Roles dictate exactly what Accounts, Account Groups and Users any given user has access to. Roles are sometimes referred to as permissions or permission sets.

Where to find a User's Roles

A User's roles can be accessed by selecting Users from the left menu, selecting the User whose Roles you want to amend, then right clicking on the User and selecting Roles. You can select Roles, or click the Add button next to the Roles menu entry.

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You can view the roles that each User has within your accessplanit platform.

Their roles determine their level of access when they login, for example 'Training Administrators' have a lot more access than 'Individuals'

To view the roles that a User has, follow the below steps:

  1. Open the 'Users' option from the main nagivation menu on the left

  2. Use the search and filter options in your Users DataGrid page to find the User

  3. Right-click on the User, this will display the context menu options

  4. Click on the 'Roles' option from the context menu options

  5. This will open the User Roles DataGrid for this User, showing you all of the Roles that they have

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The Roles tab is also available within the User

Maintenence

Maintenance page of a User

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, you can access this 

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Accessing

Roles

‘Roles’ by either of these methods takes you to the same part of the

system

platform. 

The Main Roles

in the system

options

There are

three

four Main Roles within your accessplanit

system. There are many other additional Roles, but these are 'sub-roles' that are generally inherited by one of the Main Roles

platform:

  1. Super Administrator
    This is the highest level of access in the platform, Super Administrators have access to all pages - including pages that define your platform's security.

  2. Training Administrator
    This is the

highest

  1. most common level of access for administrators. As an Admin in your

system

  1. platform, this is the permission set that you will have. A Training Administrator is able to create and manage Course Templates and Resources, schedule courses, and manage Delegate bookings and Invoices.

Customer

  1. Manager Role
    This is the highest level of access that you will grant to your customer base. Typically, you will have at least one

Customer

  1. Manager per account, but each

Customer

  1. Manager can have access to more than one Account. This User will be able to view the other Users in their Account, make bookings for them, and view their booking history, as well as being able to book themselves onto courses.

  2. Individual
    Individuals have the lowest level of access in the

system

  1. platform and is the default role that is automatically given to each new User as they are created. They are able to view their own bookings, make new bookings for themselves, and access

e-learning

  1. eLearning or document course material for themselves.

Trainers are an additional type of User in

the system

accessplanit and they do not have their own permission set. A Trainer can have any of the three core permission sets and be a Trainer as well, so it behaves more like an add-on. Most Trainers are Individuals as they have no need for the extra pages that being a Manager or Administrator grant.

For

Read more

information about these role sets, click here

On this page:

toc

about Role Sets