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Creating custom roles

Updated yesterday

Step 1: Open Role Management

  1. In the left menu, select Access Control.

  2. In the upper right corner, click Manage Roles.

A list of all roles available on the platform will be opened.

By default, the system already has two built-in roles:

  • Account owner— has full access to all sections and settings.

  • Course Admin- manages training and content.

These roles are system default and are not subject for editing.

Step 2: Create a new role

  1. Next to the list of roles, click "Add".

  2. Enter the role name and click "Add". After this, the new role will appear in the list.

Step 3: Set access rights

To set permissions for a role:

  1. Click on the desired role.

  2. A menu will open with sections and actions that can be allowed to the user.

You can customize access to each section of the platform:

  • Account settings

  • Analytics

  • Courses

  • Users

  • Knowledge Base

  • Development tracks

  • Events

  • My team

Each item can be enabled or disabled separately, allowing for flexible control over what a user with this role can see and edit.

💡 All changes to permissions take effect immediately—the User does not need to log in to the platform again.

Analytics settings:

  • If in the section "Analytics" is enable, the user will be able to see all company analytics.

  • If you select the item Courses → View Course Analytics, then access will be limited only to the courses assigned to this administrator.

Renaming a role

To change the name of an existing role:

  1. Hover over the desired role in the list.

  2. Click pencil icon ✏️.

  3. Enter a new name and save the changes.

Additional settings for course administrators

When assigning a role Course Admin You can select the access level:

  • All courses— the administrator gets access to all programs and their analytics.

  • Individual courses— Uncheck the "All courses" box and select specific courses to which access will be granted.

Step 4.Assigning the created role

Once you have created a new role, you need to assign it to a user.

To do this:

  1. Go to the section Access Control.

  2. Click Add User.

  3. Find the user you need by name or email (keep in mind that you need this user to be added to the platform before)

  4. Select the role you created and save the changes.
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Once the role is assigned, the user will receive a notification letter which will indicate what role is assigned. The letter also contains a link to the platform - by clicking on it and logging in with the specified email, the user will be automatically taken to the company account.

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