Training Module Roles and Permissions

The Training module has 4 main content types: Employee, Job, Competency, Training Record.

User permissions depend on the group(s) assigned to the user at site level in 'Settings' (see 'Manage permissions'). Employee content has local roles that grant additional permissions to a user for a specific Employee. 

Most of your system users will be a "Members", and they are limited in what they can access.

Member permissions

Members can view the list of Employees with basic contact information - name, email, phone, job(s).
Members have no access to the detailed Employee view. 
Members can view Jobs and Competencies.
Members have no access to Training Records.
Members can not add, edit, or delete an Employee, Job, Competency, Training Record

Employee Roles

You can grant additional permissions to selected user(s) for a specific Employee by assigning the user a role. There are two roles:
Assignee
  • can access the detailed Employee view
  • can edit Employee information
  • can change assigned Job(s)
  • can view Training Records for that Employee
  • can add Training Records
  • will receive notifications for expiring Training Records
  • only one Assignee
Viewer
  • can access the detailed Employee view
  • can not edit information or add Training records
  • will receive notifications for expiring Training Records
  • multiple viewers

The viewer role is typically used to allow a person to see their own information, or to grant the supervisor or manager access to their employee's information. 

Staff permissions

'Staff' users don't have extra permissions in the Training module. To have full access, a user in the 'Staff' group will also need to be in the 'Training_managers' group.

Training_managers

A user in the "Training_managers" group has full access, but only in the Training module.

  • can view all Employees
  • can add new Employees
  • can edit an Employee, Job, Competency, Training Record
  • can delete an Employee, Job, Competency, Training Record

Training_members

A user in the "Training_members" group can view all content in the Training module, but can't edit or add new content. The main difference between a 'member' user and 'training_member' is access to the detailed view for all Employees and all Training records. 

  • can view all Employees
  • can view Training records

Permissions Matrix

View the permissions matrix to see what each user role can do in the Training module.

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