Admin Types

Updated March 27, 2023 17:12

Within the Admin Portal of the Learning Platform, full access administrators may designate some users special administrative privileges while restricting other privileges available to a full administrator.

Vocabulary

Organizational Admin	Accesses the entire organizational profile An Organizational Admin has access to everything in the App and in the Admin Portal.
Event Admin	Accesses attendance management for all active events
Basic Admin	Limited access designated in the processes below
Menu Access Privileges	Privileges associated when allowed access to that section of the menu

Grant Admin Privileges

There are 3 varieties of Admin roles you may designate:

Organizational
Basic
Event

To Grant Basic and Organizational Admin Privileges

Navigate to the Admin Portal
Select the “Users” section on the Side Navigation Bar
Browse and select the user/Add User if user profile does not exist
On the User Details page, locate the Account Settings
Designate “Organization” or “Basic”

Organization: Full admin privileges
Basic: Restricted access

*Note: If designated as “Basic” add what privileges are allowed via the “Menu Access” Section directly below.

Menu Access Privileges for Basic Admin

Administrators may grant privileges associated with specific areas to their users while denying the full access an Organizational Admin might have. Selecting the "Basic" option prompts the "Menu Access" option shown below.

User’s designated with the Basic level privileges may have access to any combination of the following:

Assignments	Allows access to assign training. Allows access to users’ progress on an assignment
Content	Allows access to the Drive
Events	Allows access to the Events Module
Forms	Allows access to Forms Inbox
Image Library	Allows access to add/delete objects in the Image Library
Leaderboard	Allows access to Leaderboards
Manager	Allows access to Forms, Users, and Reporting
Reports	Allows access to the Reporting area
Settings	Allows access to the Settings
User Only	Allows access to user management only, does not allow access to Groups or Smart Groups
Users	Allows access into the entire user area

Select which area(s) you wish the user to have privileges. The selected areas will appear in the respective box labeled “Menu Access.” Select “Save” to finalize the process.

Event Admin:

An “Event Admin” differs from a Basic Admin with Event Access. An Event Admin may manage the attendance of all active events in the Web App and iOS App, but does NOT grant access to the Events section in the Admin Portal.

Managing attendance includes:

Register guests
Mark users as either attended/unattended
Move event dates
Send a welcome email

To Designate a User as an Event Admin:

Login to the Admin Portal
Navigate to the “Users” section on the navigation bar
Browse and select the user/Add new user
On the User’s Details page, locate the “Account Settings” section
Enable/disable the toggle labeled “Event Admin” Toggle.
Select “Save” to finalize process.

For more information on Event Management visit Events.

Customizing different levels of Administrative access for users encourages a dynamic and tailored experience for your individual teams needs while minimizing the risk of unwanted accidental adjustments.

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