Training Administrator Role
This page outlines the pages and features that Training Administrator Users are able to view and use.
Training Administrators are responsible for the day-to-day management of training, from scheduling Courses to managing customer information, from chasing unpaid Invoices through to processing Delegate cancellations and transfers!
Training Administrator is the most-common administrator access, this is because admins with this role have access to all features for routine management of training without the more complex system administration pages.
Please note that there were some adjustments made to the Training Administrator role in December 2023, the following pages were removed from the Training Admin access and are now only available to Super Administrators:
Account Finance Options
Password Policy / Security Options
Shopping Basket Options
These changes are reflected in the table of roles below.
Follow this page to learn about the platform access available to Training Administrators.
Training Administrator Access
Platform Area | Training Administrator Access |
|---|---|
Users | Full access to manage Users
|
Accounts | Full access to manage Accounts
|
Course Templates | Full access to manage Course Templates
|
Courses (all types) | Full access to manage Courses via the DataGrid and the Course Calendar
|
Resources | Full access to manage Resources
|
Resource Calendar | Full access to manage Resources via the Calendar
|
Products & Services | Full access to manage Products & Services
|
Opportunities | Full access to manage Opportunities via DataGrid and the Board view
|
Opportunity Items | Full access to manage Opportunity Items
|
Finance | Full access to manage Invoices, Credit Notes, Vouchers, and Issued Vouchers
|
Communications | Full access to manage Communications
|
Tasks | Full access to manage Tasks via DataGrid and the Board view
|
Notes | Full access to manage Notes
|
Files | Full access to manage Files
|
Shopping Baskets & | Full access to manage Baskets
|
eCampaigns | View access to eCampaigns Resend eCampaigns |
Meetings | Full access to manage Meetings
|
Bookings | View access to Bookings Ability to edit the PO Number |
Purchases | Full access to manage Purchases
|
Delegates (all types) | Full access to manage Delegates
|
Placeholders | Full access to manage Placeholders
|
Trainer Confirmations | Full access to manage Trainer Confirmations
|
User Awards | Full access to manage User Awards
|
Report Engine | Full access to Report Engine
|
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 | Not available as standard |
Account Groups | Full access to manage Account Groups
|
Additional Requirements | Full access to manage Additional Requirements
|
Awards | Full access to manage Awards
|
Broadcasts | Full access to manage Broadcasts
|
Broadcast Types | Full access to manage Broadcast Types
|
Categories | Full access to manage Categories
|
Checkout Options | Not available as standard |
Create Recurring Class Courses | Available |
Create Recurring Web Courses | Available |
Custom List Items | Full access to manage Custom List Items
|
Custom Fields | Full access to manage Custom Fields
|
Dashboards (manage shared Dashboards) | Not available as standard |
Delegate Status Reasons | Full access to manage Delegate Status Reasons
|
Discounts | Full access to manage Discounts
|
Document Templates | Full access to manage Document Templates
|
eCampaign Types | Full access to manage eCampaign Types
|
eLearning Packages | Full access to manage eLearning Packages
|
Email Logs | View access to Email Logs
|
Email Templates | Full access to manage Email Templates
|
Exchange Integration | Full access to configure Exchange Integration |
Import Jobs | Not available as standard |
Import Profiles | Not available as standard |
Industries | Full access to manage Industries
|
Job Roles | Full access to manage Job Roles
|
Knowledge Document Packages | Full access to manage Knowledge Document Packages
|
Manager Access | Full access to manage Manager Access Users
|
Password Policy / Security Options | Not available as standard |
Price Schemes | Full access to manage Price Schemes
|
Resource Types | Full access to manage Resource Types
|
Shopping Basket Options | Not available as standard |
Skills Profiles | Full access to manage Skills Profiles
|
SMS Logs | View access to SMS Logs
|
Surveys | Full access to manage Surveys
|
Text Templates | Full access to manage Text Templates
|
Workflow Templates | Full access to manage Workflow Templates
|
Configure Forms | Not available as standard |
FAQs
Is there a different in licence costs for Training Administrators vs Super Administrators
Both of these levels of access have the same licencing costs.
Can I add or remove specific roles/access from individual Training Administrators?
It is not possible to remove access to specific pages for specific administrator, if an Admin has Training Administrator access their account cannot be set to prevent them from accessing ‘Resources’ (for example). Training Administrators can have additional roles assigned to them to access pages that are typically for Super Administrators only (such as Import Jobs), this is managed on a case-by-case basis, it is not possible however for this to be made available as an additional role set. 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.