Manage custom roles via CSV files

  1. Learning Manager User Guide
  2. Introduction
    1. New features summary
    2. Release Notes
    3. System requirements | Adobe Learning Manager
    4. Adobe Learning Manager reference site (ALM reference site) package for AEM Sites
    5. Adobe Learning Manager App for Microsoft Teams
    6. Learning Manager compliance to GDPR
    7. Accessibility in Learning Manager
    8. Support for custom domain
  3. Get Started
    1. Getting started as Administrator
    2. Getting started as an Author
    3. Getting started as a Learner
    4. Getting started for Managers
    5. Getting started as an instructor in Learning Manager
  4. Administrator
    1. User log in
    2. Add users and create user groups
    3. Add classroom locations
    4. Create course modules, instances, and learning programs
    5. Content marketplace
    6. Reports
    7. Learning Paths
    8. Learning plans
    9. Manage Learning Manager orders and billing
    10. Job Aids
    11. Certifications
    12. Catalogs
    13. Add users in bulk
    14. Impersonate a Learner and Manager
    15. Multiple SSO Logins
    16. Peer accounts
    17. Create and modify skills and levels
    18. AI-based recommendation of courses
    19. Gamification
    20. Customize learner homepage
    21. Badges
    22. Color themes
    23. Learner transcripts
    24. Waitlist & attendance management
    25. Fluidic player
    26. Announcements
    27. Email templates
    28. Adobe Connect integration
    29. Settings
    30. Notifications
    31. iPad & Android tablet users
    32. Getting started as Administrator
    33. Purge users
    34. Tags
    35. Learning Manager Content Catalog
    36. Custom roles
    37. Catalog labels
    38. xAPI in Learning Manager
    39. Monitoring and moderating Social Learning as an admin
    40. Enable full control of shared catalog
    41. Map skill with skill domains
  5. Integration Admin
    1. Migration manual
    2. Learning Manager Connectors
    3. Integrate Learning Manager with AEM
    4. Install Salesforce package in Learning Manager
    5. Install Microsoft Teams connector
    6. Application developer manual
    7. Learning Manager App for Salesforce
    8. Settings
    9. Manage custom roles via CSV files
  6. Authors
    1. User login
    2. Content library
    3. Creating, modify, and publish courses
    4. Catalogs
    5. Job Aids
    6. Adobe Connect integration
    7. Add learning objects in different locales
    8. User notifications
    9. Email templates
    10. How to choose course modules?
    11. Preview as learner
    12. Settings
    13. xAPI in Learning Manager
  7. Instructor
    1. Modules
    2. Managing learners for your session
  8. Learner
    1. Log in
    2. Profile Settings
    3. Catalogs
    4. Courses
    5. Fluidic player
    6. Learning Programs
    7. Certifications
    8. Job Aids
    9. Badges
    10. Skills & Levels
    11. Gamification
    12. User notifications
    13. Announcements
    14. Waitlist & attendance management
    15. Learning Manager app for Salesforce
    16. Adobe Connect integration
    17. Learner App for mobiles and tablets
    18. Social Learning in Learning Manager
    19. Adobe Learning Manager desktop application
    20. Learner home page
    21. Share to Social Learning
    22. System requirements | Adobe Learning Manager desktop application
  9. Manager
    1. User log in
    2. Manager dashboard
    3. Reports
    4. Learning Objects
    5. User notifications
    6. Learner transcripts
    7. Settings
    8. iPad & Android tablet users
  10. Frequently Asked Questions
    1. Frequently Asked Questions for Administrators
    2. Frequently Asked Questions for Authors
    3. Frequently Asked Questions for Instructors
    4. Frequently Asked Questions for Managers
  11. Knowledge Base
    1. Unable to log in to Learning Manager
    2. Learning Summary does not display current data
    3. Unable to upload a CSV
    4. Generate a HAR file
    5. L1 feedback auto popup does not appear
    6. Unable to view certain courses under catalog while creating a Certification
    7. Unable to view certain course under catalog while creating a Learning Program
    8. Issues in retiring a Learning Program
    9. Unable to assign a badge
    10. Session expires in Learning Manager
    11. Unable to search a course
    12. Troubleshoot migration issues
    13. Troubleshoot Learning Manager app issues
    14. Users get auto deleted in Learning Manager
    15. Publishing issues in the EU domain
    16. Unable to register as external user
    17. Okta Active Directory integration with Adobe Learning Manager
    18. Unable to view learners in a course
    19. Unable to view calendar
    20. Module is not marked complete after completing a course
    21. Unable to achieve a skill after completing a course
    22. Radio buttons are missing
    23. Unable to view file submissions in Learning Manager

The Integration admin can add number of custom roles to his/her account in bulk via CSV as well as can assign the same to various users. This approach automates the process of creation of custom roles.

You can configure roles via the Learning Manager FTP and Box connectors.

After you sign in to your Box or ExaVault storage account, the Integration admin can add the following csvs in the account:

  • role.csv
  • user_role.csv

To get started, download the csvs and change the values according to your requirements.

role.csv

Download

Column name

Description

Example Values

Name

Identify role within CSV to assign to users.

Sales Author

<Entity>

Identify Access Type (FULL, WRITE, ENROLL, REPORT, NONE) for each entity type such as COURSE, CATALOG etc.

FULL

NONE

WRITE | REPORT

Column names will correspond to entity type names such as Catalog, Course, Learning Plan etc.

One column for each entity type will be present in the CSV. Entities, for which no permission is to be given, should be included with a value of NONE

Catalog Scope Specifier

Single Catalog name or a PIPE (|) separated list of Catalog Names that determine the scope of this role.

Sales Catalog | General Catalog

User Group Scope Specifier

User Group Attribute name and value that determine scope of this role's users.

See the section below for the scopes.

location=London

Description

Optional user-friendly description to help understand purpose of the role and later reference.

Full author access to LOs in Sales Catalog

Note:

All columns except Description are mandatory.

Define scope of user groups

You can specify scopes for user groups for various types of groups in the following ways:

  • User group name as is (for example, All Authors, My Custom Group)
  • Leaf attribute and value (for example, Department=HR)
  • Self-registration profile groups (self_registration=profilename)
  • External registration profile groups (ext_registration=profilename)
  • A manager's team of direct reportee (manager_direct=<emailid>)
  • A manager's complete org (manager_org=<emailid>)

user_role.csv

Column Name

Description

Comment

Id

Email id of the user to be assigned a configurable role.

If the user already has a configurable role assigned, the role gets replaced with a new role specified in the CSV. No error is reported.

CustomRole

Name of the configurable role to be assigned to the user

The role name must be an existing role as specified in the CSV. Roles created by the Administrator via the UI can be used here.

Note:

Full Scope features

Whenever Full Permission is assigned for any of the following features (Account level features), the User Group Scope and Catalog Scope are automatically taken as FULL as the user cannot have limited access to these features.

If any Catalog Names or User Group names are provided in the CSV, they are overridden with FULL permission.

  • Announcements
  • Skills
  • Gamification
  • Users
  • Learning Plans
  • Email Templates

Add the role-CSVs in the account

In your Box account, choose Import > user > internal, and upload the files- role.csv and user_role.csv.

  • The Custom Role CSVs must be copied in the folder “import->user->internal->user_role”
  • The Users CSV must be copied in the folder “import->user->internal”

Both the CSVs must be uploaded via Box or FTP only and cannot be uploaded through UI. 

NOTE: The Users CSV file is mandatory., but the Custom Role CSVs are optional. All the files that are present are processed, and others are skipped.

The custom roles created using the csv file is not visible to Admins in the UI. These roles will not be related or affected by roles created (or to be created later) by UI.

Custom roles that have been created by a csv can be entirely managed via the csv itself. This includes adding, modifying and deleting roles.

Assigned roles can be revoked by removing assignment entries from user_role csv. But assignments done via Admin UI are not affected by this.

To assign and revoke a custom role, update the csv files.

Synchronization of custom roles

After the Integration Admin uploads the role-based CSVs in the Connector storage, the Admin can enable synchronization to the CSVs. Each time a custom role is updated, added, or deleted in the CSVs, the Admin can synch the information in the files and make the list of roles current.

On the Getting Started page on the Administrator panel, click Settings > Data Sources.

In the Sync Settings section, enable the option Enable Auto Sync.

Sync settings
Sync settings

When you choose this option, you can schedule the time for synchronization at the exact time that you specify in the Sync Time field. If you specify the sync time as 12:00 AM, the custom roles are updated at exactly the specified time every day.

If you want to synchronize the data on demand, click Sync Now.

Constraints while configuring roles

In any account, the name of a Role must be unique. Therefore, a role created via UI or CSV must not have the same name as another role already created by UI or CSV.

On similar lines, from Admin UI, a user can't be assigned a configurable role created via CSV as these roles will not be available.

However, user assignment CSV can be used to assign roles created by UI.

Get help faster and easier

New user?