Large enterprise businesses want the ability for Admins to manage training for their own division, region or team. Admin User Roles allows for the creation of Limited Administrators who have limited access instead of full access to all Users and all Tools. Limited Administrators can be set up as a: 

Reporting Role with access to:

• Specific Groups of Users 
• Reporting tools 

Functional Role with access to all Users & specific Manage Tools, such as:

• Client Library Only to easily preview content
• Users & Site Config to configure & test integrations

Unrestricted Account Admin

Account Admins which have full access to Users as well as Manage Tools are referred to as Unrestricted Admins. You can have as many Unrestricted Admins as you'd like, there is no limit to this. 

One Admin must retain always unrestricted access to the account—this role is designated as the Client Account Owner. The Client Account Owner role will be created as part of Account creation; be sure to supply the name and email of the Account Owner as part of your account set-up. The Client Account Owner role may only be adjusted through our Support Team.

Create Admin User Role

1. Navigate to the Site Config option in the Manage Tools
2. Select the Admin User Roles tab
   
3. Click the Add Admin User Role button
4. Name the Admin User Role
   
5. Adjust access depending on the Role you wish to create

• • • Create a Reporting Role: Restrict access to the learners the Admin will have by adding one or more groups to the role. Select one or more groups from the drop down list. With this type of role, the Manage Tools options are automatically limited to Reports and Users only.
      
      
      

With a Reporting Role, the Manage Tools options are automatically limited to Reports and Users only.

• • • Create a Functional Role: Restrict access to Manage Tools by toggling tools off (they will be set to On by default). Note: If the Admin Role is restricted to specific groups, the Manage Tools options are automatically reduced to only Reports and Users.

6. Click Save to finalize the Admin User Role

Assign an Admin User Role

1. Navigate to the User you wish to assign to an Admin User Role.

2. Ensure their User Role is set to Account Admin. This will populate the Admin User Role field.

3. Select the desired role from the Admin User Role dropdown.

   

4. Click the Save button on the bottom of the profile.

Admin User Role List

Once created, the Admin User Role summary is displayed on the main tab in order of creation. These summaries provide information about who has the role and what access levels they have. 

Edit an Admin User Role

From the Admin User Role list, a role may be accessed and edited by clicking the pencil icon on the upper right corner of the Admin User Role card you wish to edit. This will take you to the creation screen where the Users or Permissions may be modified. 

Reporting Role Access

When the Admin User Role is set up as a Reporting Role which has access to one or more groups (but not All Users), the Manage Tools are automatically restricted to Users and Reports only, with limited options with those.

• Users: Account Admins with limited access may both View and Edit Users included in the Group(s) they have access to. Additionally, they can download the roster of included Users. 
• Reports: Account Admins with limited access can run Campaign or Content Completion Reports but the report will only display the list of the Users included in the Group they have access to.