What Are User Roles and Permissions?
eloomi Infinite contains the following user roles by default: Admin, User, Content Creator. However, with the recent additions to user roles and permissions, you can now create your own custom user roles with their own permissions, such as instructor, course administrator, or guest administrator.
If you need to grant certain rights for only specific functionality, custom roles, and permissions will help you take control of information and learning and development data protection and learning and development information control.
How Do I Use Them?
First, you must navigate to Admin > Organization > Roles.
Once there, head over to Roles on the right sidebar. Clicking it will bring you here:
Clicking New will present you with this page to create a new role:
Here, you will have the option to name the role, give it a description, and then add the permissions:
Once you have added this information, click Confirm changes:
And that is how you create custom user roles! Note that you will be able to assign the new custom role to a user when creating the user for the first time or by editing an existing user. This is done under Admin > Organization > People.
Note: Currently, Custom Roles are not compatible with Group Rules, so you will not see the Custom Role options when attempting to add them to a Group. It is recommended to use Custom Fields instead of Custom Roles in this case, as they are also supported in Reporting.
What access does each Custom Role option give to a User?
Below is a description of the access levels and functions associated with each custom role configuration. You can select one or more roles to customize the access rights for your people according to their needs.
Reports
Grants full access to the Reports tab, allowing visibility and management of all user reports within the platform.
Organization / People
Enables the management of user accounts by creating, editing, deleting, and assigning roles to people while overseeing access permissions.
Organization / Groups
Allows for the creation and management of user groups and hierarchies, facilitating collaboration by organizing people based on projects or departments.
Learning / Courses
Permits the creation, editing, deletion, and assignment of courses to all people, overseeing course management and distribution.
Learning / Events
Focuses on the planning and execution of events by allowing the creation, scheduling, management, and assignment of events to all people.
Learning / Learning Plans
Facilitates the creation and management of learning plans to guide people through structured learning paths or topics.
Skills
View Skills to enhance user competency tracking and development.
Categories & Topics
Oversees the creation, editing, and organization of content categories and topics to ensure easy navigation and content discovery for people.
Settings / Branding
Responsible for maintaining and updating the platform's visual identity, including logos, color schemes, and other branding elements, allowing customization for multiple user segments based on custom fields to create a cohesive and personalized experience.
Settings / Homepage Customization
Allows customization of the homepage layout by organizing learning carousels to personalize user experience based on progress and assignments.
Content Store
Manages access to the Content Store, allowing the addition and organization of external learning materials within the platform.
Settings / Emails
Configures email communication, allowing administrators to set up notifications for people and managers, including content alerts, deadline reminders, personalized suggestions, and manager summary emails for effective communication and progress tracking.
Settings / Custom User Fields
Enables the creation and management of custom fields for user profiles, allowing for tailored data collection to meet organizational needs.
Settings / Enrollment
Manages email communications related to enrollment requests, ensuring people and managers receive necessary notifications and updates.
Settings / Reporting
Manages learning records and reporting configurations to ensure continuous visibility of user progress, even after changes in group assignments.
Organization / Roles
Defines and manages system roles, controlling permissions and ensuring a secure hierarchy of access and authority across the platform.
Integrations / Admin Integrations
Manages integration with third-party tools and applications, including API, SSO, Custom SMTP, and LinkedIn Learning, to enhance platform functionality.
Certificates / Templates Management
Facilitates the creation, editing, and deletion of certification templates, managing certificate settings for user achievements.
Journeys
Allows the creation, editing, deletion, and assignment of Journeys to all people and groups, guiding them through structured HR workflows.
Surveys
Enables the creation, editing, deletion, and assignment of surveys to people and groups, with access to survey reports for insights.
Filtering by Roles and Status
You can also filter by user roles and status in Admin > Organization.
When navigating to Admin > Organization, you will see the Filters button next to the Import button.
Here, you can see the options for filtering:
Filtering by role will allow you to filter by any of the predefined roles or custom user roles that you have created:
Filtering by status will allow you to filter by their status on the platform, i.e. active or inactive:
Note: For status, there is only one property: Active, which you can either set to Yes or No.
If you have any other questions or concerns, please feel free to reach out to our support team via Intercom chat or email us at support@eloomi.com.