Roles, Permissions, and Admin Rights

Within Professional Learning, there are a variety of Roles and Permissions for Office-Based Roles that can be added and customized to meet your district’s needs. The baseline roles within Professional Learning include: 

• Office Super Users  

  • Users with access to the full Configuration menu under Professional Learning as well as AdHoc reporting. They can configure credit areas, course forms & settings, offices, roles, approval workflows, surveys, and more.  

  • Typically, a small group of users.  

• Office Administrators 

  • Users with intermediate permissions to manage a specific Office and the courses within. 

  • Multiple Office Administrators can be assigned to a single office. A user can be assigned as an Office Admin over multiple offices as needed.  

• Course Approvers 

  • Users assigned within a specific Office to review courses and sections before they are released to the course catalog for end user registration.  

  • This is an optional role, depending on if your district plans to use Course/Section Approval Workflows.  

• Course Creators 

  • Users assigned within a specific Office to build courses and sections for release to the wider course catalog. 

  • Instructors 

  • Users assigned to a specific Section who teach courses, manage attendance, and mark users Completed.  

Permissions for each of these roles are customized according to the district's specific needs. Permissions are related to functions such as editing courses, updating course resources, managing offices, updating and managing rosters, archiving courses and sections, accessing AdHoc reporting, managing PD Playlists, and more. 

There are additional Permissions available for Site-Based Rights (users assigned as Site Admin, District Admin, Super Users, etc. within User Accounts). Site-Based admin users may need the ability to access AdHoc reporting, view the transcripts of users at their location, and more.  

To review and update the permissions assigned to each of the above roles, navigate to Professional Learning > Configuration > Roles and Permissions. Select the various tabs to review the baseline permissions assigned and update as needed.  

Finally, users may be assigned as specific PD Playlists Moderators/Credit Approvers and/or Transfer Credit Manager administrators as needed.  

To add additional users as a PD Playlist Moderator/Credit Approver if they are not in one of the Office-Based Roles, navigate to Professional Learning > Configuration > Roles and Permissions. Select the PD Playlist tab, and “Add Users” in the bottom right of the screen.  

To add additional users as administrators over the Transfer Credit Manager module, navigate to Professional Learning > Configuration > Roles and Permissions. Select the Transfer Credit Manager tab, and “Add Users” in the top left of the screen. 

Manage the roles specific to the Professional Learning application.

Get Started

1. Choose Professional Learning from the main menu.
2. Click Configuration then Roles and Permissions.

Add an Office-Based Role

Define roles that will create and approve courses and manage learning at the office level. Assign users to these roles during office setup.

1. Click Add/Edit Roles.
2. Click Add Role.
3. Name the new PL role.
4. Click Back to Role Assignments.
5. Select the appropriate permissions for each role. Selections save automatically.

Define Instructor Permissions

Define the tasks instructors have permission to perform. When a user is added as an instructor to a section, they are granted instructor permissions.

Click Instructors, then select the appropriate permissions. Selections save automatically.

Assign PL Super Users

The PL superuser is a district-level role with administrator access to Professional Learning functions for all offices.

1. Click PL Super Users.
2. Click Add Users.
3. Find and select the applicable users.
4. If necessary, click Add Users and Search Again.
5. When finished, click Add User(s).

Assign Badging Roles

1. Choose Badges, then Dashboard from the main menu.
2. Click Settings.
3. On the Badges Permission tab, the current assignments will be listed. Click the pencil icon to change a role.
4. To assign a new user role, click Add User.
5. Enter a name in the search field to locate the desired user.
6. From the results, select the correct permission level for the desired user(s), then click Save.

These roles support the creation, management, and earning of badges.

• • Badge Super User - This role is responsible for setting the badge issuer information and assigning badging role permissions for the organization. Users with this role can also perform all functions of a Badge Creator.
  • Badge Creator - This role is responsible for creating and managing badges. This role also has the responsibility to approve badge submissions for manual badges they create.
  • Badge Earner - This role represents the badge recipient. Anyone who has been given access to the Badges Library can assume the role of Badge Earner. Functions include selecting badges for My To-Do list, completing badge criteria, and submitting evidence for earning manual badges.

https://vimeo.com/1001358038/51d6fc7571

Configuration checklist

• Enable/disable permissions for each Office-Based Role 

• Enable/disable permissions for Instructors 

• Enable/disable permissions for Site-Based Rights (Group Types) 

• Assign users to serve as Office Super Users 

• Assign users to serve as administrative users over the PD Playlist module 

• Assign users to serve as administrative users over the Transfer Credit Manager Module 

You are now ready for Review & Create Offices.