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Overview of roles in iQualify

An overview of the roles in iQualify and their associated permissions.

Christine Nicholls avatar
Written by Christine Nicholls
Updated over a week ago

Roles in iQualify

In iQualify, people can be assigned a variety of roles, each with specific permissions and levels of access.
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Individuals may hold multiple roles based on their tasks. For example, if you are both authoring a course and facilitating a class, you need to be assigned both the author and facilitator roles. This ensures you have the necessary permissions to complete all of your work.
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The image below provides an overview of the permissions associated with each role.

A matrix showing each iQualify role (Learner, Facilitator, Main Facilitator, Coach, Author, Reviewer, Manager, Account owner, User admin) and the tasks they can complete, such as accessing courses, marking, creating content, publishing, managing settings, and managing users.

Note: Account owners and user admins can manage roles and permissions in User management.

Learner

Manage users can add learners to class activations either when activating a new class or by editing an existing one. Main facilitators can also add learners through the Class console.

Note: Individuals enrolled through Self-signup are automatically assigned as learners.

Once a class begins, learners can access course content, complete tasks, and participate in any enabled social elements.

Below is an example of a learner's dashboard.

Image showing the dashboard of learner with 3 current courses

Learn more: Visit Learning with iQualify for an overview of what learners can do.

Facilitator

Manage users can add facilitators to class activations when activating a new class, or editing an existing one. Main facilitators can also add other facilitators via the Class console.

Note: Main facilitators are facilitators who have additional permissions, such as adding learners or editing class dates.

When facilitators log in, their dashboard looks similar to that of learners, but with a "Facilitate" option on their course card.

Image showing the course card displayed on facilitator's dashboard

Within the courses they facilitate, they can access the Class console to view learner progress, tasks, Pulse responses, and more.

Screenshot example of a facilitator's Class console

Facilitators can also mark and provide feedback on tasks, and interact with learners using a range of social tools, if enabled for the class.

Learn more: Visit Facilitating with iQualify for an overview of what facilitators can do.

Coach

Coaches are assigned to specific learners in a class activation. They can view and mark tasks, but only for their assigned learners. Coaches also have access to the course content.

Learn more: Visit Coaching with iQualify for an overview of what coaches can do.

Author

Authors create, review, publish, and maintain courses in iQualify using Create.

Image showing the CREATE dashboard for Authors

They can invite reviewers and other authors to collaborate. Authors can only edit courses they have created themselves or those to which another author has granted them access.

Learn more: Check out Creating courses with iQualify for an overview of what authors can do.

Reviewer

Reviewers can comment on course content they've been invited to by an author. They cannot edit or publish the course content.

Learn more: Check out Reviewing courses with iQualify for an overview of what reviewers can do.

Manager

Manage users can create class activations using published course content.

Note: The manager role refers to iQualify permissions, not to reporting lines in your organisation. We use "manage users" throughout this article to make this distinction clear.

Manage users can view a list of class activations, as shown below:

Image showing the Activation tab in CREATE

They can add learners, facilitators, and coaches, as well as set dates and customise class activation settings (e.g. social channels, course overview information).

Learn more: Check out Creating class activations with iQualify for an overview of what manage users can do.

Account owner

Account owners manage iQualify settings at an organisational level and can customise their iQualify environment.

Image showing the iQualify Settings menu for Account owners under their Avatar

For example, account owners can configure available features, manage their branding and integration options. They can also manage user accounts, create groups and reports and manage access to author's courses.

Learn more: Check out our Quick start guide for account owners to find out more about what account owners can do.

User admin

The user admin role has access to Users, Groups, and reporting, but not to other areas of iQualify settings. User admins can assist with tasks such as managing user accounts, creating groups and reports, or managing access to author's courses.

Learn more: Check out Overview of the user admin role to find out more about what user admins can do.

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