Role Management

System roles determine the LMS features and data access available to different types of user. Roles are an important part of a user’s profile and every user has a primary role.  If configured to do so on the system level, you can also assign any number of additional roles to users, to cater for situations where one person is responsible for multiple learning management tasks. For example, a user can be both an instructor and a reviewer.

PeopleFluent recommends configuring roles for access to features and data in the context of an overall organizational security policy. As part of this policy, organizations determine which roles need to be defined, the features to which each role is allowed access and the type of access allowed.

New roles start with very limited access to Review Features, Manage Features and Data Access Control permissions. It may save time to clone an existing system role and update the permissions as required.

A consistent naming convention for role codes and names can help you keep them organized. For example, if you want to create course administrator roles for different geographic regions, you could suffix the role code (CA) with the region code: CA-NORAM, CA-EMEA, CA-APAC.

Create and Manage System Roles

Import Role Access Data via the Data Loader