Introduction
Now, you have configured several management elements of your portal and your training offer is ready. The next step will be to define, create and manage administrative rights profiles and roles to maintain trainings, events and programs’ management
TABLE OF CONTENT
1. View default rights profiles and roles
I. What is a rights profile ?
II. What is a rôle ?
2. Create a new rights profile
I. Settings
II. Rights list
3. Create a new role
I. Settings
II. Rights list
NOTESI. A user might have more than one administrative rights profile depending on his organisation chart position. He could have access to certain actions on one branch while having different permissions on another branch. Rights profiles Roles on the other hand, have nothing to do with the chart or branch, but they define access to advances fonctions for one specific training or event. The role is defined after the user is associated to the training and limit his actions to that space. One user can assume multiple rights profiles, and also play different roles on specifics training and events, all at the same time. To learn how to manage your organization's chart, see the article Gérer l'organigramme et ses branches; | Rights profiles![]() ![]() |
II. The information presented in this article assumes your rights profile allows you to view or change permissions. If you do not yet have these permissions, please contact your training administrator manager so that he can provide you with the rights profile needed |
1. View default rights profiles and roles (Back to top)
Lära comes with default rights profiles and roles that encompass the most commun organisations administration needs. These default rights profiles and roles cannot be changed. However, you are free to build your own personals rights profiles and roles that will fit your specific needs since you can create, personalize and assign it to the selected users.
I. What is a rights profile ? (Back to top)
A rights profile collects all the access and limitations, regarding administration actions, that can be accorded to an existant user profile on your portal. Some default ones already exist and are listed in the section of the Administration menu, then clicking on
. To learn how to navigate your portal, see the article Naviguer sur le portail.
As shown here after, the tab usually contains 5 defaults rights profiles that are delivered with your MLS, plus the ones that you will create to answer your needs:
To enter each rights profile details, click on option
menu and select settings
. You will have to click on
tab to visualize the global list of rights available and if each item will be able to be Viewed, Edited, Created or Deleted for the rights profile you've selected. If you decide to create a whole new rights profile, you will have to define the level (View, Edit, Create, Delete) of access is granted for each item of the menu. Discover the purpose of every item of the rights profile, accessing II. Rights list section.
If you have numerous rights profiles, the search field will provide you with quickly finding the profile you are looking for. To export a list of all the rights profiles, the button will create an Excel document, saved in your downloads folder, with the information displayed.
II. What is a role? (Back to top)
A role is the set of accesses and limitations associated with a person’s account on your portal with respect to the administration of one or more events, trainings, and training programs. In other words, a role provides targeted rights in a specific context. A user could therefore have administrative rights within a training course (trainer), but only have user rights elsewhere on your portal. By default, you will have access to a few roles. To view the default roles, go to section of the administration menu, then click on
then on the
tab. To learn how to navigate the administration menu, see Naviguer sur le portail. Under the
tab is the list of default roles and those you have created, as shown in the image below:
To view the privileges for each role, click the Options button and then click Settings. Once on the settings page, click the
tab, you will be able to see all the rights relating to the role you have selected. If this is a role you have created, you can change the various rights associated with it. To discover the nature of the different rights available for roles, see Section II. List of rights .
The “Search” search field allows you to search for a role in your role list, if you have multiple roles. The button allows you to export your list of roles as an Excel file.
2. Create a new rights profile (Back to top)
You can create a brand new Rights Profile using the List button (see Section I. What is a Rights Profile ?), or duplicate an existing profile to create a modified copy. that is, a different profile designed from an existing profile. To do so, click the rights profile options button
, that you want to duplicate, and then click
. A copy of the profile you have duplicated will be included in the list. The intent behind copying an existing rights profile is to avoid you having to check each box again. In most cases, only a few additional rights will be added, or some rights will be removed from the duplicate profile. You can delete a rights profile that you created using the delete button
.
I. Settings (Back to top)
When you have created a new right profile or when you modify a right profile using the options button and then the settings tab
you will find yourself in front of the next settings page :
The “Title” field allows you to choose a unique name for your new entitlement profile, or to change the title of a duplicate entitlement profile.
The “Description” field allows you to provide a slightly more detailed description of the rights associated with the rights profile in question.
Activate the multilingual button in each of the fields to offer a translation of the title of the rights profile or description to users connected to an interface in English or Spanish, for example.
Once your title and description have been defined, click on the button to confirm your choice of editing or create your new rights profile, or on
to ignore your changes and return to your list of roles . (see section I. What is a rights profile?).
II. Rights list (Back to top)
The following is a comprehensive list of rights related to the Entitlement Profiles. The “Elements” column presents the element affected by the Entitlement. The “Visibility” column indicates that the element is visible or not to the user, the “Edit” column indicates that the element can be modified by the user, the “Creation” column indicates that the element can be created by the user, and the “Delete” column indicates that the user can delete the item in question. Finally, the “Definition” column is NOT PRESENT in your rights definition interface. This is a definition of the item in question to provide you with additional clarification about it.
Elements | Visibility | Edit | Creation | Delete | Definition |
Dashboard | ![]() | - | - | - | Makes the ![]() |
My calendar and my Via activities | ![]() | - | - | - | Makes the ![]() |
My courses and events | ![]() | - | - | - | Displays the ![]() |
My messages | ![]() | - | - | - | Displays the ![]() |
Catalog | ![]() | - | - | - | Makes the ![]() |
My folder | ![]() | ![]() | - | - | Makes the ![]() |
Resources and sharing | ![]() | ![]() | - | - | Makes the ![]() ![]() |
Courses and events | ![]() | ![]() | ![]() | ![]() | Displays the ![]() |
Sessions | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() ![]() |
Sessions advanced settings | ![]() | ![]() | - | - | In sessions settings, ![]() ![]() |
Ressources | ![]() | ![]() | ![]() | ![]() | Displays and allows editing on sessions resources. Also give access to create or delete resources in sessions. Learn how to manage shared resources and use it in courses, see Ajouter du contenu aux formations et événements. IMPORTANT: In training programs, “Trainings” are considered “resources”. |
Ressources - Can create webinars / virtual class rooms | ![]() | - | - | - | Displays the creation button for Webinar/virtual classroom and webinar resources among the items that can be added as session content. ![]() |
Participants | ![]() | ![]() | - | ![]() | Allows to access registrations lists for courses or events, but also edit, add or delete participants from the list. Edit mode allows additional individual options per participant, like refund. To learn how to manage participants, see Gérer les participants d'une formation ou d'un programme de formation. |
Completion | ![]() | ![]() | - | - | Displays participants completion information and allows modifications or to manually change completion status for participants. To learn how to manage completion and dependancies between resources, see Ajouter du contenu aux formations et événements |
Attendance | ![]() | ![]() | - | - | Allows to access and edit attendance lists for Real-time activities or Webinar/virtual classrooms and manually mark someone as present or absent. To learn how to manage attendance, see l'article Gérer les participants d'une formation ou d'un programme de formation. |
Categories | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Locations | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Certificate | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Catalogs | ![]() | ![]() | ![]() | ![]() | Displays the ![]() |
Users | ![]() | ![]() | ![]() | ![]() | Displays the ![]() This editing right will allow to reactivate blocked user accounts after a few attempts. |
Permissions and roles | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Groups | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Organisation chart | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Portals | ![]() | ![]() | ![]() | ![]() | Displays the ![]() |
Notifications | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Transactions | ![]() | ![]() | - | - | Displays the ![]() ![]() |
Reports | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Self-declarations | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Visuals | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Public views in grids | ![]() | ![]() | ![]() | ![]() | Allows to view, edit, use or delete public views. ![]() |
Program | ![]() | ![]() | ![]() | ![]() | Displays the ![]() IMPORTANT: In training programs, “Trainings” are considered “resources”. |
Promotional codes | ![]() | ![]() | ![]() | ![]() | Displays the ![]() |
Text templates | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Commitments | ![]() | ![]() | ![]() | ![]() | Displays the![]() ![]() |
Webinars / Virtual Classrooms | ![]() | ![]() | ![]() | ![]() | Allows to display or manage the whole Via virtual activities, consulting ![]() |
Users lists | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() |
Spotlight | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() This section will allow you to create themes to promote certain trainings and will also allow you to create carousel to display it on portal . ![]() |
Filters groups | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() This section will allow you to create custum Filter Groups, according to your organisation needs, that will allow visitors to your portal tofilter available catalogues based on these search items. ![]() |
Certifications | ![]() | ![]() | ![]() | ![]() | Displays the ![]() Through this section, it will be possible to manage the certification of users who have obtained the necessary training, as well as to follow up for its renewal. |
Certifications - Statistics | ![]() | ![]() | ![]() | ![]() | Displays the ![]() ![]() ![]()
|
Group calendars | ![]() | ![]() | ![]() | ![]() | Allows to display the group list (ref.: Afficher la liste des groupes disponibles) in order to present Via virtual activities in the calendar section![]() It is possible to show or hide the activities of each group. ![]() |
Registrations | ![]() | - | - | - | Displays the![]() ![]() ![]() |
Registration authorization | ![]() | - | - | - | Displays the approval status of registration requests on the registration lists and to also complete the approval. By implication, this right allows access to the item ![]() |
Use of administrative payments methods | ![]() | - | - | - | Allows to display different administrative payments methods by accessing to the individual options for each user manually enrolled in a session ![]() ![]() |
Use of cash payment method | ![]() | - | - | - | When purchasing one or more trainings, the user who will have this right activated in his list of rights profile will see the Cash payment option displayed in addition to the methods defined in auto-registration, if the Administrative Registration payment methods defined in the payment provider’s settings allow it. ![]() |
Use of cheque payment method | ![]() | - | - | - | When purchasing one or more trainings, the user who will have this right activated in his list of rights profile will see the Cheque paymentoption displayed in addition to the methods defined in auto-registration, if the Administrative Registrationpayment methods defined in the payment provider’s settings allow it. |
Use of credit card payment method | ![]() | - | - | - | When purchasing one or more trainings, the user who will have this right activated in his list of rights profile will see the Cash payment option displayed in addition to the methods defined in auto-registration, if the Administrative Registration payment methods defined in the payment provider’s settings allow it. |
Use of payment by billing payment method | ![]() | - | - | - | When purchasing one or more trainings, the user who will have this right activated in his list of rights profile will see the Billing payment option displayed in addition to the methods defined in auto-registration, if the Administrative Registration payment methods defined in the payment provider’s settings allow it..![]() |
Upload visuals in courses and events | ![]() | - | - | - | Allows to add new visuals to a training course, event or program. To learn how to manage visuals, see Gérer le visuel du portail, des programmes de formation et des formations et événements. |
Assign lot puchase places | ![]() | - | - | - | Allows to select users from the list, from those existing on the same branch as you, to assign places to them. This right is linked to the activation of the Bulk Purchase right. To learn how to manage Bulk Purchases, see M'inscrire à une formation ou y inscrire d'autres personnes. |
Private views in grids | ![]() | - | - | - | Allows to change grid and array views for yourself only. |
Création de Webinaire/classe virtuelle | ![]() | - | - | - | Allows to add “Webinar/Virtual Class” elements in a session. To learn how to add content to sessions, see Ajouter du contenu aux formations et événements. |
Editing the profile picture | ![]() | - | - | - | Allows users to edit their profile image. To learn how to edit your profile image, see Gérer mon dossier. |
Bulk purchase | ![]() | - | - | - | Allows the purchase of seats in batches. To learn how to manage Bulk Purchases, see M'inscrire à une formation ou y inscrire d'autres personnes. |
Subscription import | ![]() | - | - | - | Displays the ![]() |
Take identity | ![]() | - | - | - | Displays the ![]() ![]() Available from the ![]() |
Privacy policy | ![]() | ![]() | - | - | Displays the![]() This section allows to write or edit your organisation's Privacy Policy including and data confidentiality that will require your users' consent. |
Administration | ![]() | - | - | - | Displays the ![]() |
3. Create a new role (Back to top)
You can create a brand new role using the button in your role list (see section II. What is a role?), or duplicate an existing role to create a modified copy, a different role built from an existing role. To do so, click on the options button
of the role you want to duplicate, then click
. A copy of the role you have duplicated will be included in the list. The intent behind copying an existing role is to avoid having to check each box again. In most cases, only a few additional permissions will be added or removed from the duplicate role. To delete the role you created, click
button.
I. Settings (retourner au haut de l'article)
When you have created a new role or when you modify a role using the options button and then the settings tab
you will find yourself in front of the next settings page :
The “Title” field allows you to choose a unique name for your new entitlement role, or to change the title of a duplicate entitlement role.
The “Description” field allows you to provide a slightly more detailed description of the possibilities associated with the role in question.
Activate the multilingual button in each of the fields to offer a translation of the title of the rights profile or description to users connected to an interface in English or Spanish, for example.
Once your title and description have been defined, click on the button to confirm your choice of editing or create your new rights profile, or on
to ignore your changes and return to your list of roles (see section II. What is a rôle?).
II. Rights list (Back to top)
The following is a comprehensive list of rights related to roles. The “Elements” column presents the element affected by the law. The “Visibility” column indicates that the element is visible or not to the user, the “Edit” column indicates that the element can be modified by the user, the “Creation” column indicates that the element can be created by the user, and the “Delete” column indicates that the user can delete the item in question. Finally, the “Definition” column is NOT present in your rights definition interface. This is a definition of the element in question to provide you with additional clarification.
Éléments | Visibilité | Édition | Création | Suppression | Définition |
Formation - Contenu | ![]() | ![]() | ![]() | ![]() | Allows to view, edit, create and delete any content within trainings and events. To learn how to manage training and event content, see Ajouter du contenu aux formations et événements. |
Formation - Complétion | ![]() | ![]() | - | - | Allows to view and modify the completion rate for training and events. To learn how to manage completion rates, see Créer et paramétrer les formations et événements. |
Formation - Statistiques | ![]() | - | - | - | Provides access to statistics related to learners in training. |
Formation - Paramètres | ![]() | ![]() | - | - | Allows to view and change the parameters that affect a training. To learn how to manage a training, see Créer et paramétrer les formations et événements. |
Formation - Sections | ![]() | ![]() | ![]() | ![]() | Allows to view, edit, create and delete sections of a training course. To learn how the sections of a course work, see Ajouter du contenu aux formations et événements. |
Ressource - Paramètres | ![]() | ![]() | - | - | Allows to view and edit different resources within sessions. To learn how the sections of a course work, see Ajouter du contenu aux formations et événements. |
Ressource - Complétion | ![]() | ![]() | - | - | Allows to view and edit completion rates. To learn how to manage item completions and availability, see Ajouter du contenu aux formations et événements. |
Ressource - Correction | ![]() | - | - | - | Provides access to corrections for assignments submitted and to questionnaires corrections. To learn about the “Quiz” and “Assignment” elements, see Ajouter du contenu aux formations et événements. |
Sondage - Résultats | ![]() | - | - | - | Allows you to consult the results of the assignments submitted and the questionnaires. To learn about the “Quiz”, “Survey”, and “Assignment” elements and their functions, see Ajouter du contenu aux formations et événements. |
Sondage - Contenu | ![]() | ![]() | ![]() | ![]() | Allows you to view, edit, create and delete any survey content. To learn more about the survey element and its functions, see Ajouter du contenu aux formations et événements. |