System roles work in conjunction with reporting scopes to create permission levels and determine what a user can see and do.

You must be an administrator to edit other users system roles.

The reporting scope assigned to users impacts the functionality of their system role. For example, a user with the line manager system role generally have a reporting scope of direct reports, giving them visibility of users reporting into them, but not users outside of their team.

📌Note: LMS² sites may have bespoke system roles created by super administrators. These are not covered in this article.

Default system roles

The default system roles available and their respective functionality are detailed in the below table.

System Role	Description
User	Default setting for users. Can complete training assigned to their profile. Register themselves to training available in organisation's library. Report on their own activity.
Administrator	Highest level for users. Allocate system roles up to and including own permission level. Assign training to users. Create new training content. Manage the organisational structure. Enhanced reporting capabilities.
Line manager	Overview of users assigned to them. Can report on users assigned to them. Assign training to users within their reporting scope.
Reporting administrator	Full reporting capabilities. View more types of reports, and create their own reports.
Content creator	Create own content. Manage existing content.
Trainer ⚠️Important: Only available for sites with events functionality.	Applied to users responsible for training delivery and facilitation, but who otherwise should hold no administrative role. Can access and manage events, courses and surveys.
SM&CR administrator ⚠️Important: Only available for sites with access to the SM&CR functionality.	SM&CR Administrators have access to the SM&CR menu group menu to access Senior Managers Regime, Certification Regime and Person Category Groups relevant to SM&CR. 📌Note: User must be initially assigned the Super administrator role as the majority of SM&CR functionality is only available to Super Administrators.

Manage system roles

Administrators can manage system roles and assign to users differently depending on their respective role.

Please follow the relevant advice below to assign.

Manage access to Access LMS Evo for multiple users via Access Evo

📌 Note: This guidance is only applicable to the user and administrator system roles in Access LMS Evo via Access Evo.

Users who are administrators for both Access LMS Evo and Access Evo can assign the same system role to multiple users at once.

To manage system roles for multiple users, watch the video or follow the relevant guidance.

Assign system role to users outside of Access Evo

🤓 Tip: Those using Access LMS Evo via Access Evo can follow the below steps to assign all system roles to users with the exception of user, administrator and super administrator.

To allocate a system role to a user outside of Access Evo, follow the below steps.

Switch to admin view then click Workforce,
Click People, then search for and select the user.
Click Set user roles.
Select the relevant role, then click Save Changes.

Super administrators

Create a new user

Deactivate or reactivate a user

Create a line manager

Assign the SM&CR system role

System roles

Default system roles

System Role

Description

Manage system roles

Manage access to Access LMS Evo for multiple users via Access Evo

Assign system role to users outside of Access Evo