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Understand and assign system roles

Guidance on how system roles work and how to apply them to users

Written by Liam Smith

System roles work in conjunction with reporting scopes to create permission levels and determine what a user can see and do. Administrators can edit other user's 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 has a reporting scope of direct reports, giving them visibility of users reporting into them, but not users outside of their team.

šŸ“ŒNote: Access 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

  • Full administrative access, available on both Access LMS Hub and Access LMS² sites. On Access LMS² sites, the Super Administrator role sits above Administrator.

  • 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.

  • Can report on users assigned to them, scoped to their reporting scope.

  • Assign training to users within their reporting scope.

  • Access Check In to monitor team compliance, learning progress, and engagement.

  • Approve user registrations to courses.

  • Access the My Team dashboard.

  • Access to expanded default reports, including CPD Status and Manager Staff reports.

  • A temporary or alternative line manager for a user.

  • Depending on reporting scope, can be a temporary or alternative line manager to anyone that reports in to the relevant user.

  • Can report on users assigned to the user replaced.

  • Assign training to users within their reporting scope.

  • Must have the line manager system role to be able to view the My Team area.

Reporting administrator

  • Full reporting capabilities.

  • View more types of reports, and create their own reports.

Content creator

  • Create own content.

  • Access Content Manager to find, browse and track created content.

Trainer

āš ļø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.

āš ļø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.

šŸ“ŒNote: 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.

Follow the relevant guidance below to assign a system role.

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

šŸ“Œ 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

šŸ¤“ 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.

  1. Switch to admin view then click Workforce,

  2. Click People, then search for and select the user.

  3. Click Set user roles.

  4. Select the relevant role, then click Save Changes.

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