Role definition and permissions
The following Custom Roles can be assigned to a professional, or a group of professionals. You may also create an Admin Role that contains a selection of custom roles.
| Role | Permission |
| Approval Request Manager | Approve or deny credit modification, jurisdiction modification, or external credit submissions from the Approvals hub (if enabled) |
| Attendance Management | Manually apply a status to professional(s) and send notifications |
| Bulk Uploads Manager | Add and/or update programs(s) and user accounts in bulk from the Bulk Uploads hub |
| Catalogs | View, create, or edit catalogs |
| Catalog Settings | Access Program Catalog settings to enable list or card view, enable catalog images, and upload program thumbnails |
| Custom Fields | Admin can view, create, or edit custom fields |
| Custom Tags Manager | Create and/or edit custom tags from the Custom Tags hub |
| Dashboard Layouts | Customize the Dashboard, adjust the widgets that display, and modify the language within the Announcements widget |
| Default Administrator | View and edit all areas of the site |
| eCommerce Transactions | View Transaction Summary and Details (if eCommerce is enabled) |
| Evaluations | View, create, and/or edit evaluations |
| External Credit | Create or edit external credit programs |
| Firm Compliance | Access the Firm Compliance hub to view a snapshot of a firm’s overall compliance status across jurisdictions. |
| Groups | View, create, and/or edit user groups |
| Integration Provider Manager | Access the Integration Providers hub to add or edit an integrated provider |
| Manage Program Actions | Assign a program to a professional/group, waive an assignment, or add a due date |
| Manage Learning Plans | View, create, edit and/or assign learning plans |
| Manage Programs Actions | Search for and preview all programs, add/remove programs to catalogs, and add/remove tags to programs |
| Multisite | Retrieve the organization's token to share to publishing sites and link the organization to subscribing sites (if Multisite is enabled) |
| Notifications | View, create, and/or edit notifications |
| Organization | View, create and/or edit fields on the Organization page |
| People - proprietary read only | View all information for a managed user except for date of birth |
| People read only | View only managed user’s information |
| People read/write | View and/or edit managed user’s information |
| People - view as | Access ‘view as’ for a managed user’s profile |
| Programs - read only | View a program and any session details, without access to edit any information |
| Programs - read/write | View a program and any session details, as well as edit and/or duplicate any program/session information |
| Reports > ‘Report Type’ | View or edit reports based on report type description |
| Reports > ‘Report Type’ > saved report | Access any saved reports for this report type, with access to export to Excel or CSV only |
| Sign in Sheets – read/print |
View and/or print sign in sheets Please note: This permission also grants access to Manage Attendees and Read access to view programs within Manage Programs. Users with this permission will have access to view all documents uploaded, public or non-public from a program's preview page. |
| Sponsor | View, create, disable, delete, and/or edit sponsor information |
| Task Queue Manager | Access the Task Queue hub to view which tasks are being processed in the queue for Manage Attendees, Bulk Upload – Programs, and Bulk Upload – External Credit submissions. |
| This function (Administrative Roles) |
View, add, and/or edit custom administrative roles |
| Venue | View, create, and/or edit venues |
| Webcast – Results | View and export the raw data report for an integrated session via Manage Attendees. In order to use this custom role, the admin must also have either the Programs – read/write or Attendance Management role |