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Overview of roles in iQualify
Overview of roles in iQualify

An overview of the roles in iQualify and the permissions that are attached

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

There are a number of roles in iQualify and people can have multiple roles depending on the tasks they need to perform.

For instance, you might be a course author and you might also facilitate a class of learners. In that case, you’d have all the permissions of an author, and a facilitator.

The image below gives a brief overview of the permissions of the roles.

Roles in iQualify

Image showing the each role in iQualify and accesses they have

For an overview of how class activations are created from published course content, check out our video: A guide to courses and classes in iQualify.

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

Learner

Learners are added to class activations and, when the class starts, can access course content, complete tasks and contribute to any social elements (if enabled).

Below you will see an example dashboard for a learner.

Image showing the dashboard of learner with 2 current courses

Check out Learning with iQualify for an overview of what a learner can do.

Facilitator

When a facilitator first logs into iQualify, their dashboard is much like a learner’s, except they will see Facilitate on their course card.

Image showing the course card displayed on facilitator's dashboard

What’s different is that when the facilitator is in a course, they have access to the Class Console where they can view learners’ progress, tasks, pulse responses etc.

image showing the tiles on class console available to course facilitiators

Facilitators can also mark and provide feedback for tasks and engage with learners using a range of social tools (provided these elements are enabled for this class activation).

Main facilitators have extra permissions in that, if Class Management is enabled in the organisation's settings, they can manage their class by adding and removing learners, or other facilitators and coaches.

Check out Facilitating with iQualify for an overview of what a facilitator can do.

Coach

Coaches are allocated to particular learners in a class activation. They can view and mark tasks only of the learners they have been assigned. A coach can also view the course content.

Check out Coaching with iQualify for an overview of what a coach can do.

Author

Authors create, review, publish and maintain courses in iQualify. They do this in Create.

Image showing the CREATE dashboard for Authors

They can also invite reviewers and/or other authors to collaborate with them on their courses.

Authors can only edit courses they have created themselves or have been added to by another author.

Check out Creating courses with iQualify for an overview of what an author can do.

Reviewer

Reviewers can review and comment on course content they have been invited to collaborate on by an author. But they cannot edit or publish course content.

Check out Reviewing courses with iQualify for an overview of what a reviewer can do.

Manager

Managers can create class activations from course content that authors have published. They can see a list of class activations, like this.

Image showing the Activation tab in CREATE with all activations created from published courses

Managers add learners, facilitators, and coaches to these classes and can set dates and customise class activation settings such as social channels or course overview information.

Check out Creating class activations with iQualify for an overview of what a manage user can do.

Account owner

Account owners manage iQualify settings at an organisational level and 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 brand and integration options, and manage user accounts e.g. authorising access for new authors and iQualify manager users.

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

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