Introduction
As a Superadmin, you may need to assign some administrative permissions to some of your users so that they can help manage the platform and other users. These users are called Power Users.
Create users as Power Users, and configure Power User profiles with different permissions, so that you can create different types of users, with different rights, according to your needs.
This article lists all of the permissions available for the configuration of Power User profiles offering an overview of the available permissions and relevant options.
Learn more about creating and managing Power Users.
Permissions for users
Permission area and type | Permission description | Additional notes |
Users / View | Can view all of the assigned users | This permission also allows Power Users to export a list of users assigned to them in CSV or XLS format and to see the User Personal Summary for their users. |
Users / Create | Can create users | This permission allows Power Users to import users via CSV, but not to import other users as Power Users. Newly created users by a Power User will not automatically have Power User or Superadmin functionality. In addition, Power Users will be able to see the User Personal Summary for their users. |
Users / Edit |
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 |
Users / Delete | Can delete any assigned user* | *With the exception that a Power User cannot delete a Superadmin |
Users / Allow Power Users to skip mandatory fields when creating a user | Can ignore any mandatory profile fields when creating a user | |
Users / Can see invisible fields | Can see all user additional fields marked as invisible |
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. |
Users / Users waiting for subscription confirmation |
Can access the Pending users list and the actions inside of it, such as approving or rejecting new users.
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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 / Can activate users |
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. |
Users / Impersonate the assigned users | Can impersonate normal user | The Power Users assigned to this permission can view the Users management page listing all of the users assigned to them. They can impersonate normal users, and cannot impersonate other Power Users or Superadmins. |
Permissions for groups
Permission area and type | Permission description | Additional notes |
Groups / View | Can view all of the assigned groups | If a Power User profile has View permissions on groups, the Power Users assigned to the profile will be able to see only the groups assigned to them. |
Groups / Create | Can create groups | When the Power User profile has the Create permissions, the Power Users associated with the profile will be allowed to create manual groups, but will not have creation permissions on automatic groups. |
Groups / Edit | Can edit all assigned groups | Power Users will be able to edit the groups’ names and descriptions both for manual and automatic groups. For manual groups, they will also be able to add or remove the users they have visibility on to and from the group. They will not be able to edit the conditions for the population of automatic groups. |
Groups / Delete | Can delete all assigned groups |
Permissions for courses
Permission area and type | Permission description | Additional notes |
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.
This permission is needed, besides any relevant permission on enrollments, to see the Enroll button in courses. |
Courses / Create |
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.
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Courses / Edit |
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 create or edit tests for an assigned course. From the test, can add questions to or import questions from the Question Bank.
Can delete the course thumbnail or reset it to the platform default thumbnail. (To upload a new thumbnail, Image Management permissions are also needed). |
Courses / Delete | Can delete assigned courses | Can delete any course assigned as resource including ones created by other Power Users. |
Courses / Evaluation | Can evaluate assigned users in assigned courses |
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. |
Courses / Waiting subscription | Can manage the assigned users in a waiting list |
Permissions for learning plans
Permission area and type | Permission description | Additional notes |
Learning Plan / View | Can view all assigned learning plans |
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. |
Learning Plan / Create | Can create learning plans |
This permission allows Power Users to create learning plans. |
Learning Plan / Edit |
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. |
When Power Users are assigned to all courses, they will keep full visibility also on the learning plans they have created.
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Learning Plan / Delete | Can delete the assigned learning plans |
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Permissions for enrollments
Permission area and type | Permission description | Additional notes |
Enrollment / View | Can view the enrollments of assigned users in the Enrollments tab of the course's management page |
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. |
Enrollment / Create | Can enroll assigned users to the assigned courses. This includes the ability to enroll users in courses that are under maintenance. |
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. |
Enrollment / Edit | Can edit enrollments for the assigned users | This permission makes visible the Edit enrollment and Change status menu options in the Enrollments tab of the course's management area. |
Enrollment / Delete | Can delete enrollments for the assigned users | This permission makes visible the Unenroll menu option in the Enrollments tab of the course's management area. |
Enrollment / Can only enroll learners |
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. |
This permission only has an effect if the Power User can create and/or edit enrollments. (Enrollment / Create or Enrollment/Edit) |
Enrollment / Can activate enrollments |
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. |
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Enrollment / Archive | Can archive enrollments for the assigned users |
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Enrollment / Manage learning plan enrollments |
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.
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Enrollment / Manage enrollment rules |
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. |
Permissions for course catalogs
Permission area and type | Permission description | Additional notes |
Course catalogs / View | Can view assigned catalogs |
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. |
Course catalogs / Create | Can add new catalogs | |
Course catalogs / Edit | Can edit all assigned catalogs | This permission is needed, along with the permissions Courses / View, Courses / Edit, and Course Catalogs / View, to allow Power Users to assign courses to catalogs. Power Users will be able to assign only the resources they have visibility on. |
Course catalogs / Delete | Can delete all assigned catalogs | |
Course catalogs / Allow Power User to buy courses and learning plans on behalf of someone else |
Can purchase items on behalf of other users during the checkout process. Can spend training credits on behalf of others. |
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. |
Course catalogs / Allow Power User to buy and assign seats for courses and learning plans | Can purchase and assign seats for the courses or learning plans that they manage | If a Power User loses visibility to a course or learning plan for which they had bought seats, the purchased seats are lost and cannot be recovered, even if the Power User is reassigned visibility to the course or learning plan. Keep this in mind when assigning Power Users to All courses and learning plans in visible catalogs, because the changes you make to the catalog visibility for users, groups, or branches, or to the courses assigned to the catalog, may affect purchased seats. |
Permissions for certificates
Permission area and type | Permission description | Additional notes |
Certificates / View | Can view and assign the certificates assigned to all of the courses and learning plans they manage |
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. |
Certificates / Edit | Can edit certificates for assigned courses and users | The Power User will be able to edit the certificates' templates for the courses and the users he or she manages. |
Certificates / View only the certificates issued for their assigned courses and learning plans | Can view only the certificates issued for their assigned courses and learning plans |
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.
This permission does not allow Power Users to see the certificates of the users they manage in the user’s personal summary. |
Permissions for notifications
All the below permissions apply only to notifications configured for the Power User’s assigned resources. More specifically:
- The resources set as trigger filters for the notification (groups, branches, courses and learning plans) must all be assigned to the Power User as resource.
- In the case of a Superadmin-created notification that has no trigger filters, the Power User will not need any resource assignments to have visibility on it.
- The recipient roles set for a notification do not affect its visibility to Power Users.
Note: If a notification has groups or branches set as triggers, the Power User must be assigned the same groups and branches. It is not enough to have assigned all the individual users who belong to those groups and branches.
Permission area and type | Permission description | Additional notes |
Notifications / View |
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. |
Notifications / Edit |
Can edit any of the visible notifications Can click on a notification in the list to view and modify its configuration |
The Edit item in the ellipsis menu becomes available for all notifications visible in the list, whether created by self or by others. |
Notifications / Create |
Can create and duplicate notifications. Can view and modify the configuration only for notifications created by self. (The Edit permission is needed to be able to also configure notifications created by others) |
Makes available:
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Notifications / Delete | Can delete any of the notifications visible in the list | Makes available the Delete action for notifications created by self and by others |
Permissions for ILT (Instructor-Led Training) sessions
Permission area and type | Permission description | Additional notes |
ILT sessions / View | Can view all sessions | A Power User associated with this permission will also have visibility on the Session Additional Fields assigned to a session. |
ILT sessions / Create |
Can add new sessions
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ILT sessions / Edit | Can edit all sessions | |
ILT sessions / Delete |
With Create: Can delete created sessions
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ILT sessions / Enroll users | Can enroll users into any ILT session |
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ILT sessions / Edit enrollments | Can edit the 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. When this permission is enabled not in conjunction with the Enroll Users permission, Power Users will be able to edit the enrollments only via API, since they won’t see the Enrollments & Evaluations tab. |
Permissions for webinar sessions
Permission area and type | Permission description | Additional notes |
Webinar sessions / View | Can view all sessions | |
Webinar sessions / Create |
Can add new sessions
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Webinar sessions / Edit | Can edit all sessions | |
Webinar sessions / Delete |
With Add: Can delete sessions
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Webinar sessions / Enroll Users | Can enroll users in any webinar sessions |
Permissions for locations
Permission area and type | Permission description | Additional notes |
Locations / View | Can view assigned locations | |
Locations / Edit | Can edit assigned locations |
Permissions for observation checklists
Permission area and type | Permission description | Additional notes |
Observation checklists / Manage checklists | Can create and manage their own checklists and the checklists created by the users assigned to them | Power Users also need the Users / View permission to create checklists. |
Permissions for reports
Permission area and type | Permission description | Additional notes |
Reports / View | Can view assigned reports, user personal summary reports, and course summary report |
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. |
Reports / Edit | Can edit assigned reports |
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.
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Please note: When a Power User creates a custom report, they can use the filters only when they are associated with a profile having View permissions over the item selected in the filters. Having said item assigned to the Power User as a resource is not enough to grant them permission to use the corresponding filter.
Permissions for newsletters
Permission area and type | Permission description | Additional notes |
Newsletter / View | Can send newsletters |
Permissions for subscription bundles
Permission area and type | Permission description | Additional notes |
Subscription bundle / Create | Can create subscription bundles | |
Subscription bundle / Edit | Can edit subscription bundles | |
Subscription bundle / View | Can view subscription bundles | |
Subscription bundle / Delete | Can delete subscription bundles |
Permissions for subscription plans
Permission area and type | Permission description | Additional notes |
Subscription plan / Create | Can create subscription plans | |
Subscription plan / Edit | Can edit subscription plans | |
Subscription plan / View | Can view subscription plans | |
Subscription plan / Delete | Can delete subscription plans |
Permissions for Subscription Records
Permission area and type | Permission description | Additional notes |
Subscription record / Create | Can create subscription records | |
Subscription record / Edit | Can edit subscription records | |
Subscription record / View | Can view subscription records | |
Subscription record / Delete | Can delete subscription records | |
Subscription record / Manage seats | Can manage seats for subscriptions | Power Users can enroll users in the courses included in a bundle only if the users have purchased or are associated to a valid license for the bundle. |
Permissions for external training
Permission area and type | Permission description | Additional notes |
External training / View | Can view external training for their assigned users | |
External training / Edit | Can edit external training for their assigned 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. |
Permissions for dashboards
Permission area and type | Permission description | Additional notes |
Dashboard / View | Can view the Admin dashboard (only includes assigned users and courses) |
Permissions for Learning Impact
Permission area and Type | Permission description | Additional notes |
Learning Impact / Consolidated report | Can view the Consolidated reports and the Results comparison tabs of Learning Impact | Power Users will be able to see only the data related to the subset of users he or she has visibility on. The tabs will not be visible to the Power Users not associated with a profile having this permission. |
Permissions for image management
Permission area and type | Permission description | Additional notes |
Image management / Manage images | Can manage the thumbnails for all of their assigned courses | |
Image management / View and select images | Can view and select the course thumbnails uploaded by other users | This permission is active only when the Manage images permission is active |
Permissions for gamification
Permission area and type | Permission description | Additional notes |
Gamification / Manage badges assigned to users | Can assign and unassign badges to their assigned users |
With this permission, Power Users
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Permissions for Central repository folders
Permission area and Type | Permission description | Additional notes |
Central repository / View |
Can view the training materials included in the folders and subfolders (if any) assigned to them as resources as well as their preview | Power Users with this permission can assign the training materials to the courses they manage but only if they have permission to edit courses |
Central repository / Create |
Can create training materials in the folders and subfolders (if any) of the Central Repository assigned to them as resources |
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Central repository / Edit |
Can update training materials in the folders and subfolders (if any) of the Central Repository assigned to them as resources |
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Central repository / Delete | Can delete training materials in the folders and subfolders (if any) of the Central Repository assigned to them as resources | When you assign this permission to a Power User profile, the profile automatically inherits the Central Repository / View permission. |
Central repository / Manage folders |
Can create subfolders within the folders assigned to them as resources |
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Permissions for e-commerce transactions
Permission area and type | Permission description | Additional notes |
E-commerce transactions / View | Can view the details of the e-commerce transactions generated by their assigned users (Details option) |
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E-commerce transactions / Edit | Can view the details of the e-commerce transactions generated by their assigned users and change the transaction status | This permission includes the View permission and, in addition:
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Permissions to manage other Power Users
These permissions are available only when the Make the Power User management permission available, allowing Power Users to manage other Power Users and the profiles assigned to them as resources option is enabled in the platform Advanced settings.
When you grant these permissions, the parent Power Users are allowed to see all the resources assigned to the Power Users managed by them in the Power Users Management area, including those not assigned to them in the first place, but they cannot manage them in turn if those resources are not also assigned to them. In addition, if they unassign the resources not assigned to them, they will not be able to assign them back.
Permission area and type | Permission description | Additional notes |
Power User management / Create and manage Power Users | Can create Power Users and manage them |
With this permission, Power Users
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Power User management / Edit existing Power Users | Can manage existing Power Users |
With this permission, Power Users can manage the Power Users created by other users. |
Permission for Insights
Permission area and type | Permission description | Additional notes |
Insights/View | Can view Insights ready-to-use dashboards and custom dashboards shared with them by Superadmins |
Power Users will only see the data related to the resources assigned to them. |
Insights/Create | Can create Insights custom dashboards |
Featured dashboards cannot be edited or deleted. Power Users can only edit the dashboards displayed in the My dashboards area. |