Brainshark uses distinct user roles to control access to content, administrative settings, and training features. Assigning the correct roles ensures your users have the exact permissions they need to complete their tasks securely without accessing unauthorized areas. This article is for Company Administrators.

See how it looks

Key features

• Separate permissions for primary, learning, and coaching tasks
• Restrict global settings to administrative users
• Empower authors to build and share content

You need this to succeed

• Plan: Bigtincan AuthoringAI, Bigtincan AuthoringAI Pro, Bigtincan Basic Learning, Bigtincan Basic Readiness, Bigtincan Elite, Bigtincan Essential, Bigtincan Readiness, Bigtincan Standard, Bigtincan Standard Plus
• Permissions: Company Administrator

Primary roles

• Company Administrator: Oversees the entire site. They can configure global settings, manage all users and groups, establish folders, and run all reports.
• Folder Administrator: Manages specific folders. They can edit folder properties, control user access, run folder reports, and approve content. If enhanced folder administration is enabled, they can also edit or delete other authors' content within their folders.
• Author: Creates, edits, and shares content. They can move their content into enabled folders and run reports on their own presentations.
• Viewer: Views Brainshark presentations and content that requires a registered login.

Learning roles

• Learning Administrator: Manages global learning settings like email templates, learning topics, and course types. They can manage all students, groups, courses, and curriculums.
• Learning Manager: Manages students and groups. They can edit student profiles, assign learning privileges, enroll users, and generate reports, but they cannot alter global learning settings.
• Learning Author: Creates formal courses and curriculums. They can enroll students, set completion criteria, send reminders, and track student progress for their own content.
• Group Manager: Tracks the training progress of their assigned group members. Depending on site settings, they may also be able to add or remove users from their groups.
• Student: Takes formal learning courses, views their own transcript report, and prints completion certificates.

Coaching roles

• Head Coach (Challenge Administrator): Manages coaching globally. They have full administrative access to view, edit, copy, or delete any coaching activity across the company account.
• Activity Creator: Builds and deploys coaching activities for participants.
• Reviewer: Reviews and scores submitted coaching responses. Reviewers can be managers, peers, or the automated Virtual Coach.
• Participant: Submits video, audio, or text responses to assigned coaching activities.

Do this step by step

1. Click your profile image and select Administration.
2. Click Users and select Manage users.
3. Search for a user, hover over their profile, and click the three dots.
4. Select Roles and privileges.
5. Toggle the desired roles under the Company, Learning, Coaching, or Presentation sections.
6. Click Save.

Note: A single user can be assigned multiple roles simultaneously.

Tip: Active users without specific authoring or admin privileges automatically default to a viewer or student role. Folder Administrators must be assigned directly in the Folders menu, not in the user profile.