A custom role can be specifically created for Training Administrator.
Please Note: The worker will need to be assigned as an Editor for the Workgroups they will be managing training for.
Create a Custom Role = Training Administrator
- Login as System Administrator
- Navigate to Settings > Manage Users > Custom User Role
- Click 'Add Custom User Role' button
- Enter Name (e.g. Training Administrator)
- Select Features = Courses
- Click 'Save' button
Map Custom Role to a Person
- Login as Editor, Administrator, or System Administrator
- Navigate to Person > Product Settings > Custom Roles
- 'Add Custom Role' button
- Select Training Administrator
- Click 'Save' button
TeamTray: Add New | View | Add | Edit | Delete |
Person | 🟩 | |||
Action | 🟩 | |||
TeamTray: People | View | Add | Edit | Delete |
Person Details (their own) | 🟩 | |||
Person Contact Details (their own) | 🟩 | 🟩 | 🟩 | 🟩 |
Person Documents (their own) | 🟩 | |||
Person Actions (their own) | 🟩 | 🟩 | 🟩 | |
Account Settings (their own) | 🟩 | 🟩 | 🟩 | |
TeamTray: Courses | View | Add | Edit | Delete |
View Courses | 🟩 | 🟩 | 🟩 | 🟩 |
Course Bookings | 🟩 | 🟩 | 🟩 | 🟩 |
Calendar | View | Add | Edit | Delete |
Add Action | 🟩 | |||
View their own calendar | 🟩 | |||
Document Library | View | Add | Edit | Delete |
View Documents | 🟩 | |||
My Tasks | View | |||
Actions (their own) | 🟩 | |||
Reports (their own) | 🟩 |