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Roles and permissions

Understand organizations roles, role permissions, team manager permissions and assign roles to users

Updated over a month ago

Organization role overview

Roles define what specific users can see and do on our platform. Each role sets the level of access for a user, such as managing users, content, and organization settings. Depending on the role assigned, a user can create new learning content, view existing content, or manage access for content that has already been created. Each user can hold only one role within organization.

Available roles:

  • Member: Members can access learning materials, complete assignments, take quizzes and exams, rate their skills, and track their progress towards learning goals. Members have limited permissions and can only access the learning area, their own user profile, and their own settings. The role is therefore suitable for all regular learners and employees of an organization. Every other role on the platform also includes member permissions.

  • Author: Authors are responsible for creating learning content, such as learning paths, events, journeys, and managing the skill taxonomy and skill profiles. Their primary goal is to create engaging and effective learning experiences. They also check feedback to ensure the content remains relevant and of the highest quality. They cannot define who can access the content they have created or updated.

  • Access manager: Access managers ensure that learning content is accessible to all users or specific groups for which it was designed. They support authors by ensuring that the organization has all relevant content available.

  • Curation admin: This role combines the responsibilities of both authors and access managers. It is well-suited for smaller organizations where one person manages all aspects of content creation and distribution.

  • Owner: Owners have overall control of the platform. They manage user accounts, content, configure organization settings, and monitor the effectiveness of learning programs by analyzing learning and skill insights. This is the only role that currently allows users to access users' personal and learning data, assign trainings, and manage participant lists for events and journeys. Additionally, owners can manage certificate templates, configure certificate settings on content items, issue and revoke certificates, manage projects, and configure integrations. If desired, owners can view other users’ detailed profile information (learning activity, skills, skill profiles, certificates, and project experiences). Your edyoucated account manager can restrict this detailed profile visibility for owners on request.

Note: Detailed user profile visibility can be enabled or disabled for owners and team managers separately by your edyoucated account manager. When disabled, users see only a limited profile view (biography and about).

Assign and view roles

  1. At the bottom of the left main navigation, click on Administration.

  2. Then click Users to open the users list.

  3. In the Users list, you will see an overview of all users in your organization and the role assigned to each.

  4. The role assigned to a user can be changed by clicking on the role. A context menu opens with all available roles.

Organization role-specific permissions

Legend

This is the legend for the abbreviations and icons used in the permission tables below:

  • M = Member

  • A = Author

  • AM = Access Manager

  • CA = Curation Admin

  • O = Owner

  • ✅ = permission granted

  • ❌ = permission not granted

Note: Many of the features and permissions listed in the tables below can be enabled/disabled individually by your edyoucated account manager.

Learning & self‑service

Area

Permission

M

A

AM

CA

O

Learning consumption

View and start learning paths and materials

✅

✅

✅

✅

✅

Event attendance

Find events, sign up, cancel participation

✅

✅

✅

✅

✅

Journey attendance

Find journeys, sign up, cancel participation

✅

✅

✅

✅

✅

Learning goals

Set weekly learning goals

✅

✅

✅

✅

✅

Learning times

Schedule and manage learning times

✅

✅

✅

✅

✅

Bookmarks

Create and manage personal bookmarks

✅

✅

✅

✅

✅

User profile - limited view (others)

View the user profile of other users (only biography and about section)

✅

✅

✅

✅

✅

Leaderboard

View individual and team leaderboard (if activated)

✅

✅

✅

✅

✅

Skill self‑assessment

View skill library and assess own skills

✅

✅

✅

✅

✅

Skill profiles (self)

View and use own skill profiles

✅

✅

✅

✅

✅

Certificates (self)

View, download, and share own certificates

✅

✅

✅

✅

✅

External certificates (self)

Upload and manage own external certificates

✅

✅

✅

✅

✅

Project experience (self)

Add and manage project experience on own profile

✅

✅

✅

✅

✅

Profile

Edit own profile and personal information

✅

✅

✅

✅

✅

Settings

Edit language settings

✅

✅

✅

✅

✅

Support & messaging

Send questions via messenger / support

✅

✅

✅

✅

✅

Content creation & catalog management

Area

Permission

M

A

AM

CA

O

Learning paths (create)

Create and edit learning paths (details, content, settings, map skills)

❌

✅

❌

✅

✅

Journeys (create)

Create and edit learning journeys (details, content, settings)

❌

✅

❌

✅

✅

Events (create)

Create and edit events (details, content, settings, map skills)

❌

✅

❌

✅

✅

Mandatory trainings (create)

Create and edit mandatory trainings

❌

❌

❌

❌

✅

Learning materials (create)

Create and edit learning materials

❌

✅

❌

✅

✅

Learning materials (view)

View learning materials in material library

❌

✅

✅

✅

✅

Questions (create)

Create and edit questions

❌

✅

❌

✅

✅

Questions (view)

View questions in question library

❌

✅

✅

✅

✅

Content feedback

View and act on feedback for materials and questions

❌

✅

✅

✅

✅

Categories

Create and edit categories

❌

✅

❌

✅

✅

Partner content

View list of external partner content

❌

✅

✅

✅

✅

Skill taxonomy

(create)

Create and edit skills and taxonomy

❌

✅

❌

✅

✅

Skill taxonomy

(view)

View skills and taxonomy

❌

✅

✅

✅

✅

Skill profiles (create)

Create and edit skill profiles (details, skills)

❌

✅

❌

✅

✅

Skill profiles (view)

View skill profiles (details, skills) in skill profile library

❌

✅

✅

✅

✅

Access management & assignments

Area

Permission

M

A

AM

CA

O

Learning path (access)

Control who can see and start learning paths

❌

❌

✅

✅

✅

Learning path (recommenda-tions)

Configure recommendations for audiences

❌

❌

✅

✅

✅

Journey (access)

Control who can see and sign up for journeys

❌

❌

✅

✅

✅

Event (access)

Control who can see and sign up for events

❌

❌

✅

✅

✅

Journey (assignment)

Assign journeys and manage participants

❌

❌

❌

❌

✅

Events

(assignment)

Assign events and manage participants and wait lists

❌

❌

❌

❌

✅

Mandatory trainings (assignment)

Assign mandatory trainings

❌

❌

❌

❌

✅

Skill profiles (assignment)

Assign skill profiles

❌

❌

❌

❌

✅

Certificates (issuing)

Issue and revoke certificates

❌

❌

❌

❌

✅

Certificates (configuration)

Configure certificate settings on content items

❌

❌

❌

❌

✅

External certificates (others)

Upload external certificates for other users

❌

❌

❌

❌

✅

User, organization & integration administration

Area

Permission

M

A

AM

CA

O

Users

Create, edit, deactivate users; assign roles

❌

❌

❌

❌

✅

Teams

Create and manage teams

❌

❌

❌

❌

✅

Owner‑only notes

Maintain private admin notes on user profiles

❌

❌

❌

❌

✅

User profiles - detailed view (others)

View user profile details, including learning activity and the certificates tab, for other users.

❌

❌

❌

❌

✅

Organization settings

Configure organization‑wide settings

❌

❌

❌

❌

✅

Leaderboards & gamification

Enable/disable learning points and leaderboards

❌

❌

❌

❌

✅

Projects

Create and manage projects used for profile experience

❌

❌

❌

❌

✅

Certificate templates

Create and manage certificate templates

❌

❌

❌

❌

✅

Certificate types

Create and manage certificate types

❌

❌

❌

❌

✅

Issued certificates

View and manage issued certificates

❌

❌

❌

❌

✅

HR integrations

Configure HR/employee data integrations

❌

❌

❌

❌

✅

SSO integrations

Configure single sign‑on integrations

❌

❌

❌

❌

✅

Analytics & reporting

Area

Permission

M

A

AM

CA

O

User engagement (dashboard)

Access user engagement dashboard

❌

❌

❌

❌

✅

Learning paths (dashboard)

Access learning paths dashboard

❌

❌

❌

❌

✅

Events (dashboard)

Access events dashboard

❌

❌

❌

❌

✅

Journeys (dashboard)

Access journeys dashboard

❌

❌

❌

❌

✅

Mandatory trainings (dashboard)

Access mandatory trainings dashboard

❌

❌

❌

❌

✅

Skill experts (dashboard)

Access skill experts dashboard

❌

❌

❌

❌

✅

Skill profiles (dashboard)

Access skill profiles dashboard

❌

❌

❌

❌

✅

Content coverage (dashboard)

Access content coverage dashboard

❌

❌

❌

❌

✅

Industry insights (dashboard)

Access industry insights dashboard

❌

❌

❌

❌

✅

Learning paths (progress)

Access progress tracking on learning path details page

❌

❌

❌

❌

✅

Mandatory trainings (progress)

Access progress tracking on mandatory trainings details page

❌

❌

❌

❌

✅

Skill profiles (match scores)

Access match scores on skill profile details page

❌

❌

❌

❌

✅

Team manager–specific permissions

Team managers are assigned per team. The permissions below apply only to users in the teams they manage. They are on top of the permissions granted to the user’s main role in the organization.

In short, team managers have people‑management permissions for their teams: they can see their team’s learning and certificate status, approve or reject event participation, and formally rate skills, but they do not gain global admin or content‑creation rights.

Team management section

  • ✅ See the team management section in the left navigation (only if they are manager of at least one team).

  • ✅ Access up to four views:

    • ✅ Team members: list of all members in their teams, including last learning activity.

    • ✅ Open requests: list of pending approval requests from their team members.

    • ✅ Learning activities (only if enabled in your organization): dashboard providing key metrics about the learning activities of team members, team-specific cost insights as well as access to team-specific raw data for learning paths, events, journeys, and mandatory trainings.

    • ✅ Skill report (only if enabled in your organization): dashboard providing insights into the skills and certificates of their team members.

User profile access

Note: Detailed user profile access for managers can be enabled or disabled by your edyoucated account manager. When disabled, managers see only a limited profile view (biography and about) and cannot access:

  • Learning activity and progress

  • Skills and skill profiles

  • Certificates

  • Project experiences

Manager ratings and dashboards remain governed by their own settings and permissions.

  • ✅ View the learning progress of their team members’ profiles.

  • ✅ View the skills on their team members’ profiles .

  • ✅ View the skill profiles on their team members’ profiles .

  • ✅ View the certificates on their team members’ profiles (read‑only; uploading for others is Owner‑only).

  • ✅ View the project experience on their team members’ profiles

Approval workflows for events

  • ✅ Receive and see event sign‑up approval requests from their team members in Open requests.

  • ✅ Approve or decline event attendance requests for their team members.

  • ✅ Their approval drives whether a learner is added to the event directly or moved onto the wait list (depending on event capacity).

Skill profile manager ratings

Note: Manager ratings can be enabled/disabled by your edyoucated account manager.

  • ✅ Access the manager rating view for skill profiles of their team members via Team management → User profile of team members → Skill profiles.

  • ✅ Provide manager ratings (1–5 scale) for each chapter/skill in a skill profile, alongside the employee’s self‑rating.

  • ✅ See self‑rating vs. manager‑rating and corresponding match scores to discuss development needs.

Event trainer-specific permissions

Trainers can manage their assigned events. Learn more about the details in this article.

Related Articles
Create and manage events
Create and manage teams
Skill experts dashboard
Permissions for event trainers
Understanding your user profile
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