Super Administrator Role

Page contents

1 Super Administrator Access
2 FAQs
3 Known Issues

User Roles Overview

This page outlines the pages and features that Super Administrator Users are able to view and use.

Super Administrators are Users with the highest level of access in your accessplanit platform.

Super Administrators are responsible for configuring and managing your platform’s settings and how your business processes are embedded into your accessplanit platform, so that Users with the ‘Training Administrator’ role can be focused on day-to-day Course and Training management. This means that features that can affect the stability of your platform (such as defining and running imports), features that can affect the security of your platform (such as amending password requirements), and features that affect your business processes (such as updating your terms and conditions, and your high-level finance settings), are available to your Super Administrators only.

Follow this page to learn about the platform access available to Super Administrators.

Super Administrator Access

Platform Area	Super Administrator Access
Users	Full access to manage Users View Add Edit Delete
Accounts	Full access to manage Accounts View Add Edit Delete
Course Templates	Full access to manage Course Templates View Add Edit Delete
Courses (all types)	Full access to manage Courses via the DataGrid and the Course Calendar View Add Edit Delete
Resources	Full access to manage Resources View Add Edit Delete
Resource Calendar	Full access to manage Resources via the Calendar View Edit Add Courses Add Unavailability
Products & Services	Full access to manage Products & Services View Add Edit Delete
Opportunities	Full access to manage Opportunities via DataGrid and the Board view View Add Edit Delete
Opportunity Items	Full access to manage Opportunity Items View Add Edit Delete
Finance	Full access to manage Invoices, Credit Notes, Vouchers, and Issued Vouchers View Add / Generate Edit Delete
Communications	Full access to manage Communications View Add Edit Delete
Tasks	Full access to manage Tasks via DataGrid and the Board view View Add Edit Delete
Notes	Full access to manage Notes View Add Edit Delete
Files	Full access to manage Files View Add Edit Delete
Shopping Baskets & Checkout Baskets	Full access to manage Baskets View View Items Complete the Manage Booking Step (Checkout only)
eCampaigns	View access to eCampaigns Resend eCampaigns
Meetings	Full access to manage Meetings View Add Edit Delete
Bookings	View access to Bookings Ability to edit the PO Number
Purchases	Full access to manage Purchases View Add Edit Delete
Delegates (all types)	Full access to manage Delegates View Add Edit Delete
Placeholders	Full access to manage Placeholders View Add Edit Delete
Trainer Confirmations	Full access to manage Trainer Confirmations Generate (from a Course) View Email
User Awards	Full access to manage User Awards View Add Edit Delete
Report Engine	Full access to Report Engine View Add Edit Delete
Report Writer	Available as an add-on role
Legacy Reports	Available
My Teaching	Available if they are also a trainer
Manager View	Available if they are also a manager
Administration Menu:
Account Finance Options	Available
Account Groups	Full access to manage Account Groups View Add Edit Delete
Additional Requirements	Full access to manage Additional Requirements View Add Edit Delete
Awards	Full access to manage Awards View Add Edit Delete
Broadcasts	Full access to manage Broadcasts View Add Edit Delete
Broadcast Types	Full access to manage Broadcast Types View Add Edit Delete
Categories	Full access to manage Categories View Add Edit Delete
Checkout Options	Full access to Checkout Options
Create Recurring Class Courses	Available
Create Recurring Web Courses	Available
Custom List Items	Full access to manage Custom List Items View Add Edit Delete
Custom Fields	Full access to manage Custom Fields View Add Edit Delete
Dashboards (manage shared Dashboards)	Available
Delegate Status Reasons	Full access to manage Delegate Status Reasons View Add Edit Delete
Discounts	Full access to manage Discounts View Add Edit Delete
Document Templates	Full access to manage Document Templates View Add Edit Delete
eCampaign Types	Full access to manage eCampaign Types View Add Edit Delete
eLearning Packages	Full access to manage eLearning Packages View Add Edit Delete
Email Logs	View access to Email Logs View Resend
Email Templates	Full access to manage Email Templates View Add Edit Delete
Exchange Integration	Full access to configure Exchange Integration
Import Jobs	Available
Import Profiles	Available
Industries	Full access to manage Industries View Add Edit Delete
Job Roles	Full access to manage Job Roles View Add Edit Delete
Knowledge Document Packages	Full access to manage Knowledge Document Packages View Add Edit Delete
Manager Access	Full access to manage Manager Access Users View Add Edit Delete
Password Policy / Security Options	Available
Price Schemes	Full access to manage Price Schemes View Add Edit Delete
Resource Types	Full access to manage Resource Types View Add Edit Delete
Shopping Basket Options	Full access to manage Shopping Basket Options
Skills Profiles	Full access to manage Skills Profiles View Add Edit Delete
SMS Logs	View access to SMS Logs View Resend
Surveys	Full access to manage Surveys View Add Edit Delete
Text Templates	Full access to manage Text Templates View Add Edit Delete
Workflow Templates	Full access to manage Workflow Templates View Add Edit Delete
Configure Forms	Available

FAQs

Our Super Administrator has left the business, how can I reassign this to a different Administrator?

This is no problem at all! Please get in touch with your CSM to have one of your administrators set up as a Super Administrator, they will also be able to work with you to identify any training/coaching needs.

Is there a different in licence costs for Super Administrators vs Training Administrators

Both of these levels of access have the same licencing costs.

How many Super Administrators can we have set up?

For security and stability we recommend you have between 1 and 3 Super Administrators depending on the size of your team, however there is not a fixed limit that you need to stick to. Please let us know if you would like any further guidance with this.

Can I remove specific roles/access from individual Super Administrators?

We do not currently have support for removing areas of access for specific administrators, Administrators can have any of the following role sets as a base: Training Administrator, Super Administrator, and on some platforms Sales Administrator. If there is an alternative role variation that you would like to see available as a role set, please submit this as a product suggestion.

Known Issues

Super Administrators cannot make use of the Sharing DataGrid Filters tool on DataGrids

It is not currently possible to share your DataGrid Filters with other Administrators if you are a Super Admin, this is a known issue that we are actively working on.

While we work on a permanent fix, if you are a Super Admin and you need to share your DataGrid Filters with another Administrator, this can be achieved by temporarily having your main role changed back to ‘Training Administrator’, once you have completed the filter sharing your main role can be set back to ‘Super Administrator’. As you cannot update your own roles, please ask another Super Admin or a member of the accessplanit team to update your main role for you to complete this.

Page contents

Related Helpguide Pages

Super Administrator Access

FAQs

Known Issues