MC | LMS - Users, Roles, and Permissions in the LMS

This article will explain the built-in Roles within the LMS, how to create new Roles, and how to customize permissions. 

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 leaners 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 

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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

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When "Custom" is clicked, the following options will appear that can be customized for that particular role based on your particular use cases

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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. 

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