Manager Experience: Roles & Permissions

Roles and Permissions are used to define the content a Manager can access in the Manager Experience.  This article provides an overview of the permissions for the Default Manager Role, with predetermined settings and instructions on creating a Custom Manager Role

Important Note

The Default Manager Role has all the permissions available in the initial release enabled by default.

In the future, when new functionality is added to the Manager Experience, the default Manager Role will also have all new permissions enabled.

Please be aware of this when you assign the default role to your users. We recommend creating a custom manager role if you want to control access to new functionality as it becomes available.

Default Manager Role 

A predetermined Default Manager Role is available in the Absorb LMS called Manager. This role has a lock icon on the left-hand side, and it cannot be edited as it contains all the standard permissions available in the Manager Experience.

Manager_Roles_Report.PNG

 

Custom Manager Role

A Custom Manager Role can be created by following these steps:

Step 1: Navigate to Manager Roles in the Users icon section of the left-hand menu.

Step 2: Select Add Manager Role from the Actions Menu on the right-hand side or select an existing Custom Manager Role and select Edit Manager Role from the Actions Menu.

Step 3: Select the Permissions you would like to give this new Custom Manager Role and click Save.

Note: A manager role that does not have the Users – View permission option selected will result in no content being accessible in the Manager Experience.

manager_experience_permissions_new.png

Roles & Permissions

The following chart outlines the permissions available:

Permission Name  Description 
Users - View

This permission enables Managers to view their Direct Reports in the Manager Experience.

This permission is the foundation for all content accessible in the Manager Experience. You must select this option. 

Users - Modify - Enroll 

This permission enables Managers to enroll their Direct Reports in the Manager Experience.

Managers with the ‘Indirect Reports – View’ permission can also enroll their Indirect Reports.

The Courses available for Managers to enroll learners align with the ‘Enable manager Enrollment’ configuration in the Admin Experience for each course.

Course Enrollments - View This permission enables Managers to view Course Enrollment data for their Direct Reports in the Manager Experience.
Certificates - View This permission enables Managers to view Certificates data for their Direct Reports in the Manager Experience.
Competencies - View This permission enables Managers to view Competency data for their Direct Reports in the Manager Experience
Credits - View  This permission enables Managers to view Credits data for their Direct Reports in the Manager Experience
External Training - View  This permission enables Managers to view External Training data for their Direct Reports in the Manager Experience
Indirect Reports - View 

This permission enables Managers to view data for the Direct Reports of their immediate team if there are Managers among that group of Users.

The content available for each Direct Report aligns with the following permissions:
Course Enrollments – View
Certificates – View
Competencies - View

Credits – View
External Training - View

Messaging – Message Learners

This permission enables Managers to message their Direct Reports in the Manager Experience.

Managers with the ‘Indirect Reports – View’ permission can also message their Indirect Reports.

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