This article will explain the built-in Roles within the LMS, how to create new Roles, how to customize permissions, and how to add admin users.
Roles in the LMS
Within the LMS, "Roles" refer to what type of access an individual has within the system. These can be accessed and edited by navigating to People > Roles
The four built-in roles are as follows:
Admin - Admins have full access to all parts of the system. They can see all learner functions, can create and edit courses, packages and site settings, and may create and edit all user accounts.
Distributor - Distributors are a specialized role whose purpose is to distribute coupon codes externally to bring new learners to the LMS system.
Learner - Learners are users within the system. They do not have any administrative access by default, and can only access content based on the permissions of the groups they are assigned to.
Supervisor - Supervisors are a type of admin role whose access is limited only to the learners who are assigned to a group to which the supervisor has administrative access. In this way, they are allowed to view reports and progress just for learners who are within a group that they oversee, but not information for all learners.
Customizing Role Access
Though the access levels for each role have preset system defaults, you are able to customize the access for each role by clicking the dropdown arrow
Upon clicking the dropdown, the settings for that role with appear. Along with the baseline settings, there is also a radio button to enable custom settings
When "Custom" is clicked, the following options will appear that can be customized for that particular role based on your particular use cases
Adding New Roles
In addition to the built-in roles, you also have the ability to create new custom roles based on your organization's needs. To create a new role, you will simply click the "Add Role" button at the top right of the Roles page. Upon clicking this button, a line will be automatically added into the Roles list. From there, you will simply give the new Role a name, and can set the permissions levels going through the steps above.
Adding Admin Users
As you are getting the LMS set up, you may want to add admin users. (Note: If you are using the LMS in conjunction with Oasis, you will not need to manually add any learner users - as long as the learner has a profile within Oasis, they will have a learner profile created automatically upon logging into the LMS.)
To add an admin user, you will navigate to People > Users and click the "Add User" button.
From there, fill in all required fields, and make sure to set the "type" to Admin (Note: ensure that the email address you use for this admin is the same as their email address in their Oasis profile - if these do not match, they will not be able to log in).
For the email notification, you can select either send now or send later, but in both cases you will want to reach out to the recipient and let them know to simply ignore that email. Since your system is hooked up to Oasis via SSO, they will not need to create any new login credentials, but instead will simply use their Oasis account credentials for logging in.
Finally, once you've saved all of your settings, you will want to click the blue pencil icon for that profile, click the "active" checkbox, and save. Your admin profile is now ready to go!