Roles and permissions in learning

Engagedly provides role-based permissions to manage learning effectively. The key roles involved in learning are Admins, Learning Managers, Authors, and Co-authors.

Learning manager

Admins can assign the learning manager role to anyone in the organization who can

• Add and manage learning categories.
• Add and manage tags.
• Manage learning settings.

To learn more about assigning roles, refer to the Overview of user management.

Admins can also control who can create courses and learning paths.

By default, anyone in the organization can create learning. To restrict this:

Navigate to Apps > Learning > Settings.

Enable the option Disable Course Creation for Everyone and click SAVE.

Author and co-author

An author is an individual who has permission to create learning content, who can

• Create and manage learning.
• Add admins and learning managers as co-authors.

Co-authors have the same permissions as authors. Learn more in Add and manage authors.

Authors cannot add employees as co-authors if the employee:

• Does not have learning manager permission.
• Does not have permission to create learning.

Authors with restricted permissions

If admins allow employees without learning manager permission to create learning, those authors have restricted access to the learning that they create.

Authors without learning manager permission can:

• Create learning
• Manage learning
• Publish learning
• Push to the library
• Manage authors
• Remove learners
• Nudge learners
• Edit due dates (for non-compliance courses)
• Track learners’ progress
• Evaluate learners (if evaluation is enabled)
• Reset learners’ progress
• View and export reports

However, they cannot assign learning.