This feature helps you define custom roles and assign specific responsibilities to set of users. This feature enables you to assign responsibilities outside the purview of the individual’s existing role.

You can create a custom role to provide authoring capabilities limited to a particular catalog. You can also create a role dedicated to manage reporting. Such roles can then be assigned to individuals who are supposed to take up these specific responsibilities.

Create a custom role

  1. Log in as an Administrator. Open Users > Custom Role.

  2. Select Create Role. The Create New Role tab opens.

    Create new role
    Create new role
  3. Enter the Name of the Role.

  4. Account privileges: These privileges give the role owners access to specific system configuration aspects and which act on the entire account. Choose the access permissions. The user gets full control over assigned permissions.

    Note: Scope is not applicable on these privileges.

    Set account privileges
    Set account privileges
  5. Feature privileges- Core features: Used to grant access to specific features for managing learning activities. Permissions to the following features can be given using this option.

    • Catalogs
    • Reports
    • Tags
    Set core feature permission
    Set core feature permission
  6. Feature privileges- Learning Objects:  Use this option to provide access to LOs related features. You can provide access to the following LOs.

    • Certifications
    • Courses
    • Job Aids
    • Learning Programs

    You can also grant specific operation control for the LOs. The permission can be one of the following:

    • Full Control
    • Edit and delete
    • Enrollment
    • Report
    Set LO permissions
    Set LO permissions
  7. Scope for feature privileges: The scope of Feature privileges allocated to this role can be restricted to a specific User Group or one or more Catalogs.

    Catalogs: Use the radio button to provide control over All catalogs or use the Set access per Catalog option to provide access to specific catalogs. You can also select multiple catalogs.

    User Groups: Provide access to All User Groups or use the Set access per user group option to provide access to specific user groups. Only a single user group can be specified.

    Note: If you have selected Announcement, Gamification, Email Templates, Skills, and Users under Account Privileges, the User Group access is provided to all user groups by default and this option is disabled.

    If you have selected Learning Plans under Account Privileges, access to all Catalogs and User Groups is provided by default and these options under Scope is disabled. 

    Define scope of privileges
    Define scope of privileges
  8. Users: Use this option to determine which users are assigned this role. You can choose one or more users using the search box.

    Note:

    • You cannot search User Groups.
    • You cannot search users who already have Admin role assigned to them.
    • Assigning a new custom role to a user overrides user's previous custom role.
    Select users
    Select users

Note:

  • A custom admin having permission to  Settings will be able to configure the schedule for sync or sync users from Data-source even if they don't have permission to the Users entity.
  • A user with permission to Catalog can see the data of user-groups which are out of their scope but are added to the Catalog which is assigned to them.
  • Custom authors can bulk update the courses which are not part of their scope.
  • If a custom admin has permission on the Users entity, they can assign Admin role to themselves and become a standard Admin.

Implicit permissions

When a user is given a role with a specific entity, there might be cases where they need access to other entities as well to be able to perform tasks on the granted entity. For Instance, if a user is given Create access on Course entity, they need access to Skill and Tag entities so that they can associate them with the course being created. This tables gives you information of such implicit permissions.

Access Type Entity Permission granted by admin Implicit Entity Permission Implicit Access
Manage User Group Crud
Enroll All los (course, job aid, learning program, certification) User
Learning plan
Read
Create

Content group
Job aid

Tag Read
Create Course Content group
Tag
Skill
Badge
Job aid
Read on all
Create Learning program
Certification
Course
Tag
Skill
Badge
Read
Create Learning plan Catalog
Group
Skill
All los (course, job aid, learning program, certification)
Read
Create Announcement User
Group
All los (course, job aid, learning program, certification)
Read
Create Gamification Branding Write
* User Billing Read
* Catalog Group
All los (course, job aid, learning program, certification)
Read
* Setting Branding
User
Read
* Branding Setting Read
* Billing
Gamification
User Read

Access a custom role

When an Administrator assigns a custom role, you receive an email notification. 

Note: If you are already logged in to Prime under a custom role, you would require to relogin to Prime to access the new role.

To switch between roles, click your profile icon on the upper-right corner of Prime and select the role.

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