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Training register user permissions refined (Feb 2023)
Training register user permissions refined (Feb 2023)

Roles and course editors is finally here!

Michelle Kimbler avatar
Written by Michelle Kimbler
Updated over a week ago

Based on user feedback, we have now added a new level of permission for users using the Training Register: Roles and courses editor.

This enables you to differentiate between people who just need to track and manage personnel training records and users who control the overall training requirements for each role.

This gives you more control over what settings can be edited by whom across the account.

What are the different user permissions for Training Register?

Moving away from just personnel editor and viewer, we now have three more granular levels:

  • Roles & courses editor: can edit training requirements and roles across the account

  • Personnel editor: can book, upload and manage training for personnel

  • Personnel viewer: view-only access to unrestricted personnel training information

What can roles and course editors do?

Our new 'Roles & courses editor' permission is a level of access mainly intended for people who control training requirements across the organisation. Roles & courses editors have full access to the course and roles tabs.

Roles & courses editors can manage:

  • Course register tab: edit default course information and training requirements

  • Roles tab: edit role names and set mandatory courses for roles across the account

Note for multi-division accounts: Roles and Course settings affect the entire account. Granting 'Roles & courses editor' access means the user can affect the course and role information for all divisions, even ones they don't have direct access to.

Will this change affect me?

Previous personnel editors (who had the old permission in place before the change) have automatically been granted roles & courses access. This means they will see no change in functionality.

If you were previously a personnel editor, which used to include editing roles and courses, you would still be able to access these sections.

New users added who are granted personnel editor access will no longer be able to edit information in the Roles and Course register tabs.

How do I change the permissions of the users on my account?

If you want to remove roles & courses permissions from users who could access this before, you will need to edit their user settings.

If you are a division or account admin/owner, you can edit user permissions in Settings > Users.

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