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
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 option to name the role, give it a description, 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.
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.
Filtering by Roles and Status
You are also able to 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.