This permission is needed to access the Users management page from the Admin menu. It must be set for any of the other Users permissions to work.

This permission also allows Power Users to:

• Export a list of users assigned to them in CSV or XLS format,
• See the User Personal Summary for their users,
• Access the User management area when they click on Managed users in the My KPIs widget.

Can edit any assigned user*

→ This includes activating or deactivating users and changing their expiration date, as well as merging users

This permission also allows Power Users to see the User Personal Summary for their users.

*With the exception that a Power User cannot update a Superadmin

This permission allows Power Users to see invisible user additional fields when creating or editing users, in reports, and in the User Personal Summary.

If the Apply additional fields visibility based on branch nodes option is enabled in the Users vertical tab of the platform Advanced Setting menu, the Power User will also see the fields that are associated to the branches assigned to them as resources.

Can access the Pending users list and the actions inside of it, such as approving or rejecting new users.

Will see only the pending users who belong to an assigned branch

Newly created users are placed in the Pending users list if they are created by a Power User without the Can activate users permission.

The Pending users list also contains self-registered users who require approval or confirmation

Users created by this Power User are placed directly in User management, bypassing the Pending users list

→ This permission is not needed to activate/deactivate users, for which Users/Edit is sufficient.

Without this permission, newly created users are placed in the Pending users list, where they have to be approved by a Superadmin or by a Power User with Users waiting for subscription confirmation permission. After approval, they are placed in User management.

Once newly created users reach the User management list, their activated/deactivated status depends only on the option Activate user at the end of the creation process in the user creation panel, irrespective of the Power User’s permissions.

Power Users can see only the groups assigned to them as resources, and can see the eligibility rules only for the groups they own.

The Groups / View permission is required to access the Groups menu.

Power Users can edit the groups’ names and descriptions.

For manual groups, can add or remove the users they have visibility on to and from the group and duplicate groups.

For automatic groups:

• Power Users can edit the properties of the groups assigned to them as resources except for the group owner, which is only managed by Superadmins;
• When they own the group, Power Users can also edit its conditions and duplicate it.

Courses / View

Can view all assigned courses

This permission is needed to access the Course Management page from the Admin menu. So it must be set for any of the other Course permissions to work.

By itself, it allows the Power User to only view the assigned courses but not make any changes to them: Training material, Properties and Channels tabs of a course are not accessible. This requires adding Courses/Edit permission.

Enrollments tab of a course is accessible only for courses in which assigned users are enrolled.

This permission is needed, besides any relevant permission on enrollments, to see the Enroll button in courses.

This permission also allows Power Users to access the Course management area when they click on Managed courses in the My KPIs widget.

Can create new courses

Can duplicate assigned courses

The Power User cannot add or configure anything in the newly created or duplicated course. For example, cannot access the Properties or Training material tabs of the course: This requires the Courses/Edit permission.

A newly created course is automatically assigned as resource to the Power User who created it. And it remains visible to that user even if the assignment is removed.

Note: Power Users will always have visibility on the courses they create, even when they are not enrolled in them, or they are not assigned to the course, or to any of the learning plans and catalogs including the course.

When duplicating a course:

• If opting to duplicate enrollments, only the users assigned as resource to the Power User will be copied over.
• Associations to catalogs are duplicated only for catalogs assigned as resources to the Power User, who must also have Courses/View, Courses/Edit, and Course Catalogs/View, Course Catalogs/ Edit permissions.

Can edit assigned courses

Can manage training materials of assigned courses

This permission allows a Power User to edit any course assigned as resource, including ones created by other Power Users.

• Can access the Training material tab of a course.
• Can add and edit training materials in the course.
• Can manage training material settings.
• Can select which version of a training material from the Central Repository is placed in the course.

Can create or edit tests for an assigned course. From the test, can add questions to or import questions from the Question Bank.

Note: Direct access to the Question Bank from the Admin menu requires both the Courses/Edit and Courses/Create permissions. From the Question Bank, the Power User can only view and edit questions, and archive questions that are not used in any test.

Can delete the course thumbnail or reset it to the platform default thumbnail. (To upload a new thumbnail, Image Management permissions are also needed).

With this permission, the Power User can set a learner's final score for a course, but not the scores of individual training materials within the course.

Can reset the tracking of training materials for e-learning courses (not for ILT courses). To be able to reset the tracking of training materials for ILT courses, set the Power User as instructor of the course.

This permission is needed to access the learning plan management page. So it must be set for any of the other learning plan permissions to work.

By itself, this permission shows only the list of courses in the learning plan, but does not allow any changes to be made.

To view and manage the enrolled users requires adding the Enrollment / Manage learning plan enrollments permission.

This permission allows Power Users to create learning plans.

Can edit assigned learning plans

This includes adding or removing courses from the learning plan, setting courses as mandatory, setting prerequisites, assigning the learning plan to channels, and editing all the properties and settings of the learning plan.

It does not include managing enrollments, which requires the permission Enrollment / Manage learning plan enrollments

When Power Users are assigned to all courses, they will keep full visibility also on the learning plans they have created.

When Power users are assigned to all courses and learning plans in visible catalogs, they will keep full visibility also on the courses and the learning plans they have created, even if they belong to catalogs they don't have visibility on.

This permission makes the Enrollments tab visible in the course's management page.

The Courses / View permission is also required, in order to access Course management.

This permission is needed to make the Enroll users button visible in the course's management area.

This permission is required for the Power User to be assigned extra seats.

A Power User assigned this permission cannot select a level different from learner while creating or editing an enrollment.

Without this permission, the Power User can enroll both learners and instructors.

Can confirm course enrollments.

When a Power User with this permission creates an enrollment, the learner goes directly to the Enrolled status*. Without this permission, the learner goes into the Enrollment to confirm status.

*or to Waiting users status if the course is full and there is a waiting list.

Can change the status of learners who are in Enrollment to confirm or Waiting user status, so that they become Enrolled.

Can manage enrollments of assigned users in the assigned learning plans. This includes the ability to enroll users in learning plans that are under maintenance.

This includes enrolling and unenrolling users and setting their enrollment validity.

This permission is not affected by any of the other Enrollment permissions, which are instead referred to direct course enrollments.

→ Users enrolled in a learning plan are automatically enrolled in all its courses, even if the Power User lacks the specific Enrollment/Create permission for courses

This permission makes the Enrollments tab visible in the learning plan's management page, and allows access to all the actions within it.

The Learning plans / View permission is also required, in order to access Learning plan management.

Can access the enrollment rules app.

Can create new enrollment rules only for the resources assigned to them.

Can view and manage the enrollment rules created on the resources assigned to them.

This permission depends on the other permissions for enrollments.

When you select the Enrollment / Manage enrollment rules permission, the following permissions are automatically selected too: Enrollment / View, Enrollment / Create, Enrollment /Can activate enrollments, Enrollment / Manage learning plan enrollments. These permissions are not automatically removed if you unselect the Enrollment / Manage enrollment rules permission.

This permission is needed to access the Course Catalog management page from the Admin menu.

This permission is needed, along with the permissions Courses / View, Courses / Edit, and Course Catalogs / Edit, to allow Power Users to assign courses to catalogs. Power Users will be able to assign only the resources they have visibility on.

Can purchase items on behalf of other users during the checkout process.

Can spend training credits on behalf of others.
Can transfer training credits to other users’ wallets.

This permission is needed to display the Enable payment on behalf of another registered user toggle in the shopping cart for the Power Users assigned to this permission.

More details on shopping cart management.

The Power User will also see the certificates that have not been issued to any user yet.

This permission allows Power Users to see the certificates of the users they manage in the user’s personal summary.

Power Users will see only the certificates assigned to the courses and the learning plans managed by them, as long as at least one user associated to the Power User has obtained the certificate upon completing the course or the learning plan. The Power User will keep visibility on those certificates even if the association between the certificate and the courses or the learning plans managed by the Power Users is removed.

Without this permission, the Power Users will see all certificates, including those not yet issued for any user, for all courses and learning plans they manage.

If you select both this permission and the Certificate / View permission, the View permission will inherit the limitations of this permission.

This permission does not allow Power Users to see the certificates of the users they manage in the user’s personal summary.

Can access the Notification management page and view the list of notifications.

→ Only notifications for the Power User’s assigned resources will be visible in the list.

This permission is needed for any of the other notification permissions to work. 

With just this permission, there are no ellipsis menu actions available and the notification cannot be opened to view its details. It can only be viewed in the list.

Can edit any of the visible notifications

Can click on a notification in the list to view and modify its configuration

Can create and duplicate notifications. 

Can view and modify the configuration only for notifications created by self. 

Makes available: 

• the + icon to create a new notification
• the Duplicate action for all visible notifications
• the Edit action for all notifications created by self.

Can add new sessions

Can edit their own created sessions

Can enroll assigned users to their own created sessions

Can delete their own created sessions

With Create: Can delete created sessions

With Edit: Can delete all sessions

• This permission must be combined with the Enrollment / View and the Enrollment / Edit permissions to work properly.
• This permission enables the Edit enrollment, Change status and the Enroll into sessions options in the ellipsis menu at the end of the user enrollment row in the course Enrollments tab.
• This permission allows Power Users to add learners to session waiting lists.
• This permission does not allow Power Users to edit their users’ enrollment status.

When this permission is enabled in conjunction with the Enroll Users permission, Power Users will be able to edit their users’ enrollment status in any session (not only in the sessions they created) from the  Enrollments & Evaluations tab.

Can add new sessions

Can edit their own created sessions

Can enroll assigned users to their own created sessions

Can delete their own created sessions

With Add: Can delete sessions

With Edit: Can delete all sessions

Can access the Reports page and the New Reports page.

- Here, in the Quick summary reports and dashboards area, can view or generate: User personal summary, Course summary, Courses dashboard, Expert summary, Asset summary, Channel summary, Branches dashboard.

- In the Custom reports area, the Power User will only see listed the custom reports over which they have visibility. With this permission they can preview and export any visible report, created by any user.

This permission is needed for the Reports/Edit permission to work

Can see these reports, but limited to their assigned users and courses.

If the report includes a clickable link to a page the Power User is not allowed to view, an error message will appear.

For the custom reports visible in the list, grants the following permissions, on top of those already granted by Reports/View:

Can edit, schedule or delete custom reports created by self.

Can duplicate custom reports created by any user.

Can create new custom reports.

Makes available:
- the + icon to create a new custom report

- the duplicate action in the ellipsis menu for all visible reports

- The edit, schedule and delete actions in the ellipsis menu only for reports created by self.

In order for Power Users to be able to evaluate assignments, they must have this permission along with the View and Edit permissions for courses.

More details on custom reports permissions for Power Users.

Power Users can report external training activities and import them via CSV.

If the option Place external training activities reported by users in a waiting list for the Admin approval is activated in the Settings page of the External training app, then Power Users are also allowed to approve or reject the external training activities reported by the users assigned to them.

This permission allows Power Users to see the data of the users belonging to the branches assigned as resources.

The tabs are not visible to Power Users who are not associated with a profile that includes this permission.

The Courses / View permission is also required for Power Users to access the Learning evaluation area.

With this permission, Power Users

• can see the badges included in the collections available for the groups and branches they manage
• can manually assign or unassign badges to the users they manage
• cannot edit the badges’ details, availability, or automatic assignment rules.

• When you assign this permission to a Power User profile, the profile automatically inherits the Central Repository / View permission
• Training material permissions also include AI lessons, so the Power User will also be able to access the AI authoring tool if they have AI authoring seats assigned.

• When you assign this permission to a Power User profile, the profile automatically inherits the Central Repository / View permission
• This permission also allows Power Users to move training materials in the folders and subfolders (if any) that they can manage
• Training material permissions also include AI lessons, so the Power User will also be able to access the AI authoring tool if they have AI authoring seats assigned.

Can create subfolders within the folders assigned to them as resources

• When you assign this permission to a Power User profile, the profile automatically inherits the Central Repository / View permission
• When Power Users with this permission create a folder, it is automatically assigned to them as a resource.
• This permission allows Power Users to edit, delete and move the subfolders within the assigned folders.
• This permission does NOT allow Power Users to edit the parent folders of the folder they manage nor to move subfolders to the parent folder unless those folders are assigned to them as resources.

• Power Users can see the courses and learning plans not assigned to them as resources in the transactions
• If the Power Users has no assigned users, the e-commerce transaction page is empty
• This permission allows Power Users to export the selected transactions in Excel or CSV format

• allows Power User to mark a transaction as canceled and to mark the transaction items as paid or unpaid also for the transactions they performed

With this permission, Power Users

• can create users with Power User level and promote to Power Users the users they manage as resources,
• can manage the Power Users they have created, but not those created by other users
• can manage Power User profiles both as entities and as resources
• cannot create new Power User profiles

With this permission, Power Users can manage the Power Users created by other users.

Power Users will only see the data related to the resources assigned to them.

Featured dashboards cannot be edited or deleted. Power Users can only edit the dashboards displayed in the My dashboards area.