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Managers: set permissions to manage groups

Elizabeth
  • Updated

Flexible permissions to support learners

LearnUpon's manager user type lets them do admin for learners and groups. Optionally they can lead courses with additional instructor permissions.

Availability: all customers

For background see:

Manager user type: overview

Tip: The term manager in LearnUpon applies to a user who manages a group within the portal. These users have specific permissions associated with the group they manage. The manager user type is not inherently linked to management roles within your organization.

By default, managers can access several features available from learners' user profile, aka their Info page. From the user profile, managers can:

  • change a learner's name or email address
  • disable or enable a learner's login access
  • set or reset a learner's password
  • set or reset the learner account's expiry date
  • add or update any editable custom user data fields

See Users: the basic profile for background.

Managers also have default access to set up and run reports for their group, to track learners' progress in courses.

Optional manager permissions, in detail

In a manager's user profile Settings, you can add more permissions, so the manager can perform more tasks for their groups.  These permissions include:

  • can delete users: delete a learner's account. Off by default
  • can unenroll users from courses or learning path: remove a learner from a course or learning path. Off by default
  • can move users between groups: move a learner from one group to another. The manager must be assigned as manager on both groups. Off by default
  • can enroll learners on courses and learning paths. On by default 
  • can manually mark learners as complete on courses: access this feature through Users or through Courses menus. See Enrollments: add or remove users from courses, and update user status on courses

To enroll learners on courses, the Course settings must allow managers to enroll learners. See Settings for a course: details, learner access and messaging options.

To enroll learners on learning paths, the Learning Path settings must allow managers to assign learners to learning paths. See Learning path settings: details, enrollment access, and credits.

Note: the learning path permissions overrides the course-level permissions for enrolling users.

The Group Permissions control which groups the manager can apply their permissions:

  • to create new users 
  • to approve enrollments for users

The Additional Permissions let you combine a manager's permissions with instructor permissions. These permissions let a manager:

  • create courses
  • edit content and settings for the courses they own or instruct
  • see and review all assignments in courses they create or instruct
  • manage attendees in any sessions in a course they instruct
  • create and change events in Live Learning
  • create and change sessions in Live Learning, for events they own or instruct

Note: a manager with instructor permissions doesn't gain new reporting permissions. They can run reports on the groups they manage, based on their manager permissions.

The following screenshot shows Manager permission options with all permissions set. As part of Group Permissions, the manager can create learners and approve enrollments for Engineering.

manager_permissions_by_default_with_example_groups.png

Change an existing user's type to Manager

When you create or invite new users manually, or upload them by batch user import with a CSV file, LearnUpon sets their user type as Learner, by default.  You can change a user's type manually, as needed.

Only admins can access user type settings: a manager can't create new managers, instructors or admins.

  1. From main navigation go to Users > user name.
  2. From the user's Info page, select Settings.
  3. In the Type of user field, select Manager.
    The interface changes to display new permissions available to managers - see Manager permissions, in detail.
  4. Save to confirm the change of user type.

Note: newly-assigned managers can encounter temporary delays, the first time they run a course status report. If the delays persist contact the Support team.

Set permissions

  1. From main navigation go to Users > user name.
  2. From the user's Info page, select Settings.
  3. Set the following options to enable or disable them, as required:
     
    • Can delete users?
    • Can unenroll users from courses and learning paths?
    • Can move users between groups?
    • Can enroll learners on courses and learning paths? 
    • Can manually mark learners as complete?
  4. In Group Permissions, search for and select the manager's groups, to let the manager 
    • create new users within the group
    • approve enrollments for users
  5. In Additional Permissions, set Add instructor's permissions to manager as required.
  6. Save to finish.

See:

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