In iQualify, people can be assigned a variety of roles, each with specific permissions and levels of access.

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 required tasks.

The image below provides a brief overview of the permissions associated with each role.

Let’s look at each of the roles in more detail.

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

Once the 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.

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

When facilitators first log into iQualify, their dashboards resemble those of learners, but they will see a "Facilitate" option on their course card.

The key difference appears within the courses they facilitate, where they can access the Class console. This is where facilitators can view learner progress, tasks, pulse responses, and more.

Facilitators can also mark and provide feedback on tasks, as well as engage with learners using a range of social tools, provided these elements are enabled for the activation.

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.

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

They can invite reviewers and other authors to collaborate on their courses. Authors can only edit courses they have created or those to which they have been added by another author.

Reviewers can review and comment on course content to which they have been invited by an author. However, they cannot edit or publish the course content.

Manage users can create class activations using course content that authors have published.

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

Manage users can add learners, facilitators, and coaches to these classes. They can also set dates and customise class activation settings, including social channels and course overview information.

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

For example, account owners can configure available features, manage their branding and integration options. They can also manage user accounts and create groups and reports.

The user admin role has access to User & group management, but not to other areas of iQualify settings. User admins can assist with administrative tasks such as managing user accounts or creating groups and reports.