Roles and Permissions are used to define what an Admin can do and see in your LMS. There are four standard Roles with pre-selected Permissions, and the ability to create your own custom Roles to suit your organization's needs. In addition to the four standard Roles, the Create Editor Role is available to clients who have purchased the Create add-on product. This article provides you an overview of the Permissions of the standard Roles, the creation process and options for custom Roles, as well as tips and important notes.
- In order to Modify anything in the LMS, the Admin's role must include View access to that section.
- Several Reports rely on basic view access for Users or Course Types. For example, enabling access to the Course Activity report will allow an Admin to navigate to the Report itself, and they will also need the View Online Courses Permission in order to see Course data in that report.
- Certain Admin Permissions work in tandem with User Management settings. Regardless of their Permissions, Admin will still only be able to see the data that is allowed based on their User Management settings defined in their specific User Profile (Users > Edit User > Account > Admin > User Management). This can be used to your advantage to simplify Reports for Admins who do not need access to see your entire User base. For example, if an Admin was interested in their Department's Course completion rates, if their User Management was set to only their Department, then they would not need to add any extra filters to the Course Activity Report.
Default Admin Roles
There are four default Admin Roles available in Absorb LMS: System Admin, Admin, Instructor, and Reporter. If the Create add-on product has been purchased, the standard Create Editor Role is available for use as well. These Roles cannot be edited. They can be duplicated and then edited, however please note that the Default Roles contain a small number of hidden Permissions that will also be duplicated.
Default Admin Roles are identified in the LMS by the lock icon next to the Role name. In descending order of responsibility, these Roles are:
Name | Description |
System Admin |
A System Admin is the highest administrative position within the LMS and can manage everything, including system options in Portal Settings and impersonating other Admins in the Admin Interface. Note: In order for a System Admin to be able to edit another System Admin, they must have their User Management Permissions set to All. |
Admin | An Admin has several of the same Permissions as a System Admin, but will not be able to access the Portal Settings menu or impersonate other Admins in the Admin Interface. |
Instructor |
An Instructor can access the Admin Interface but can only access and manage a limited selection of Reports related to adjusting Attendance and Grades for ILC Sessions. Note: Instructors manage only the ILC Sessions for which they are a designated Instructor. |
Reporter | A Reporter can only view Reports, and cannot make any changes to these Reports. They cannot view content other than what is included in the Reports. A Reporter can create their own Custom Reports using filters and save these Reports. They can also export any Report as an Excel or CSV file. |
Create Editor |
A Create Editor has full access to View/Modify Courses, with the exception of being unable to delete Courses. They also have View access to Tags, and are able to Upload, View and Modify Files. Permissions associated with the Create Editor role allow these Users to push Courses from Create to the LMS, as well the ability to publish Courses within Create. Note: The Create Editor role is only available to clients who have purchased the Create add-on product. |
Please expand the below section to see the differences between each default Admin Role and what they can do in the LMS.
Default Admin Roles Permissions
Courses
Instructor Led Courses
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ☑ | |
Add | ☑ | ☑ | |||
Delete | ☑ | ☑ | |||
Modify | ☑ | ☑ | |||
Modify: Sessions | ☑ | ☑ | |||
Modify: Sessions: Add | ☑ | ☑ | |||
Modify: Sessions: Duplicate | ☑ | ☑ | |||
Modify: Sessions: Delete | ☑ | ☑ | |||
Modify: Sessions: Modify | ☑ | ☑ | |||
Modify: Sessions: Modify: Details | ☑ | ☑ | |||
Modify: Sessions: Modify: Schedule | ☑ | ☑ | |||
Modify: Sessions: Modify: Enrollments | ☑ | ☑ | |||
Modify: Sessions: Modify: More |
☑ | ☑ | |||
Modify: General | ☑ | ☑ | |||
Modify: Availability | ☑ | ☑ | |||
Modify: Completion | ☑ | ☑ | |||
Modify: Messaging | ☑ | ☑ | |||
Modify: Resources | ☑ | ☑ | |||
Modify: More | ☑ | ☑ |
Online Courses
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ☑ | |
Modify | ☑ | ☑ | ☑ | ||
Delete | ☑ | ☑ |
Course Bundles
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ | |||
Delete | ☑ | ☑ |
Curricula
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ | |||
Delete | ☑ | ☑ |
Enrollments
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ☑ | |
Modify | ☑ | ☑ | ☑ | ||
Enroll Anyone | ☑ | ☑ |
Venues
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ |
Resources
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Categories
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Competencies
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ |
Ratings
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ |
Comments
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ |
External Training
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ |
Course Uploads
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ |
Users
Users
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ | |||
Delete | ☑ | ☑ | |||
Administrators | ☑ | ☑ | |||
Private Field | ☑ | ☑ | |||
Impersonate | ☑ |
Roles
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ |
Departments
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Groups
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ |
Absorb Engage
News Articles
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Billboards
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Polls
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Leaderboards
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Collaborations
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Manage
Message Template
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Tags
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | ☑ | ||
Modify | ☑ | ☑ |
Files
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Translations
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
FAQs
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Credit Type
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ |
Content Libraries
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ |
Forms
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ | |||
Generate | ☑ | ☑ |
E-Commerce
Coupons
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View | ☑ | ☑ | |||
Modify | ☑ | ☑ | |||
View Transactions | ☑ | ☑ |
Reports
All Reports
All below items refer to View Permissions.
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
Course Activity | ☑ | ☑ | ☑ | ||
Course Summary | ☑ | ☑ | ☑ | ||
ILC Activity | ☑ | ☑ | ☑ | ||
Tasks | ☑ | ☑ | ☑ | ||
Assessments | ☑ | ☑ | ☑ | ||
Learner Activity | ☑ | ☑ | ☑ | ||
Course Evaluation | ☑ | ☑ | ☑ | ||
Course Approvals | ☑ | ☑ | ☑ | ||
Certificates | ☑ | ☑ | ☑ | ||
Learner Progress | ☑ | ☑ | ☑ | ||
Department Progress | ☑ | ☑ | ☑ | ||
Waitlist | ☑ | ☑ | ☑ | ||
Curricula Activity | ☑ | ☑ | ☑ | ||
ILC Grades | ☑ | ☑ | ☑ | ||
Learner Competencies | ☑ | ☑ | ☑ | ||
ILC Sessions | ☑ | ☑ | ☑ | ||
Session Approvals | ☑ | ☑ | ☑ | ||
User Transcript | ☑ | ☑ | ☑ | ||
Observation Checklist | ☑ | ☑ | ☑ | ||
Observation Checklist Activity | ☑ | ☑ | ☑ | ||
Credits | ☑ | ☑ | ☑ |
Special
Special
Permissions | System Admin | Admin | Reporter | Instructor | Create Editor |
View Product Notifications | ☑ | ☑ | |||
Contact Us | ☑ | ☑ | ☑ | ☑ |
Hidden Permissions
There are a small number of Hidden Permissions in default Roles which are not available to be added to custom Roles in the Edit Role menu. There will be no case where an account with a custom Role that has been created from scratch has any of these Permissions, as they are unavailable for selection.
For example:
- The Instructor Role has a hidden Permission called Instructor, which grants these hidden Permissions allowing them to view and interact with the following Reports: ILC Activity Report, ILC Grades Report, ILC Waitlist Report, ILC Sessions Report, and Session Approval Report. These Permissions are not visible in the Permission Overview on the Instructor's Profile and will be duplicated if this Default Role is duplicated.
- The System Admin Role has a hidden Permission called Impersonate Admin Users which grants the ability for them to impersonate an Admin's view of the Admin Interface. This Permission is not visible in the Permission Overview on the System Admin's Profile and will not be duplicated if this default Role is duplicated.
The default Admin and System Admin roles are intended to provide access to new functionality and features upon release.
In the future when new functionality is added to the LMS, the default Admin and System Admin roles may have new Permissions enabled automatically.
Please be aware of this when you assign these default Roles to your Users. If you want to control access to new functionality as it becomes available, we recommend creating custom Roles for your Users.
Custom Admin Roles
Beyond the five default Admin Roles outlined above, if you are a System Admin you can create custom Admin Roles. This can be useful for filling a niche where tweaking the default Roles would better meet your organization's needs. Custom Roles can be created by selecting the Add New Role option in the Roles Report or can be created by editing a duplicated Role.
There are a wide variety of Permissions available. Custom Roles can be created by following these steps:
- Navigate to the Roles menu from the Users tab on the left.
- Select Add Role from the Actions Menu on the right, or select a Role and then select Duplicate Role from the Actions Menu. These actions will open the Add or Edit Role menu respectively. The options are the same regardless of if you are creating or editing a Role.
- Select the Permissions that you would like to give this new custom Role and then Save.
When creating a custom Role, it is useful to consider what the people who will have this Role do in your organization. For example, it may be reasonable to provide an HR Representative View & Modify User Permissions, but restrict their Permissions in other areas.
The following chart outlines the sections of Permissions, with default sections marked by an * asterisk. Non-marked sections are available if you have access to the corresponding add-on module.
Permission Section | Description |
Courses* |
In this section you will select which Course related features an Admin can View, Modify, or Delete. Note:
|
Users* |
In this section you will select which User data related features an Admin can View, Modify, or Delete. This section also includes Permissions which allow Managing Administrators, Viewing Private Fields, and Impersonating Learners. Note:
|
Engage | In this section you will select with elements of the Engage module an Admin can View or Modify. |
Manage* |
In this section, you will select if Admin can View or Modify Message Templates, Tags, Files, Translations, FAQs, and Course Credit Types. Note: If Content Library access has been purchased, View/Modify Content Libraries Permissions can also be found in this section. |
E-Commerce | In this section, you will select if an Admin can View Transactions and View or Modify Coupons. Other aspects of the E-Commerce module are configured through your Portal Settings and therefore can only be managed by a System Admin. |
Reports* | In this section, you will select which Reports an Admin can view. View access will allow them to change filters and export the data. They will only be able to see the data that is allowed based on other related Role Permissions and their User Management settings defined in the specific User's Edit User menu. |
Special* | In this section, you will select if an Admin can see certain Help & Support options. |
In order for any Admin to be able to edit another Admin's User Profile, that User must have at least all of the same exact Permissions in order to do so. If even one Permission is configured for the target Admin and isn't configured for the editor, this option becomes unavailable.
If Admins need to be able to edit other Admins, this is important to consider when configuring Custom Admin Roles.
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