User Roles Overview

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



The Roles tab is also available within the User Maintenance page of a User.

Accessing Roles by either of these methods takes you to the same part of the platform. 

The Main Roles options

There are three Main Roles within your accessplanit platform. There are many other additional Roles, but these are 'sub-roles' that are generally inherited by one of the Main Roles.

  1. Training Administrator
    This is the highest level of access. As an Admin in your 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.
  2. Manager Role
    This is the highest level of access that you will grant to your customer base. Typically, you will have at least one Manager per account, but each 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.
  3. Individual
    Individuals have the lowest level of access in the 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 eLearning or document course material for themselves.

Trainers are an additional type of User in 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 more information about these role sets, click here