Create and manage rights profiles and roles

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

NOTES

I. 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 profilesRoles
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 section of the user menu visible. Learn how to use the user menu, see Naviguer sur le portail.
My calendar and my Via activities
-
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-
Makes the section of the user menu visible. This section will display all virtual meetings in a calendar.
My courses and events
-
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Displays the  section of the user menu visible. To discover how to register yourself or others for training, see M'inscrire à une formation ou y inscrire d'autres personnes. To find out how to participate to a training, see Suivre une formation.
My messages
-
-
-
Displays the  section of the user menu. Learn how to use forums and text editing tools, reading Communiquer avec ma communauté apprenante.
Catalog
-
-
-
Makes the  section of the user menu visible. To find out how to configure your catalogs, see this article Gérer les catalogues et leurs catégories.
My folder
-
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Makes the  section of the user menu visible, and allow the editing of his personal information. To learn how to access your personal folder and edit your personal information, see Gérer mon dossier.
Resources and sharing
-
-
Makes the section of the user menu visible and the content included, if shared with you. Allows to create create folders and also to create or edit resources available. This permission also entitles to export resources from a training to your section . To learn how to manage shared resources and use them in your trainings, see Ajouter du contenu aux formations et événements.
Courses and events
Displays the section of the administration menu. Allows edition for courses and events and also resources; create new courses, plus new events or delete existant ones. To learn how to create a new course, see Créer et paramétrer les formations et événements. To discover how to add conent to a course or event, see Ajouter du contenu aux formations et événements.
Sessions
Displays the    tab of  section from administration menu, and will give access to a calendar view for the entire sessions based on the duration defined in your sessions (beginning and ending dates). Each session will appear under the calendar with the category color associated to the course. Sessions are listed based on ascending order, so the next session available will appear as first. This permission also gives access to sessions included in trainings, specifically to the base tabs, exluding advanced settings.
  
 
Sessions advanced settings
-
-
In sessions settings,  this permission allows access to advanced options
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 tab under  section from administration menu and allows to edit existant categories, delete it or create new ones with proper visual aspects (color and title) To learn how to manage categories, see Gérer les catalogues et leurs catégories.
Locations
Displays the   tab under section from administration menu, allows to edit existant locations, create new ones or delete locations. To learn how to manage locations, see Gérer les emplacements.
Certificate
Displays the tab under section from administration menu, and allows to edit existant certificates, create new ones or delete certificates only if these aren’t connected to a course. To learn how to manage certificates, see  Gérer les attestations.
Catalogs
Displays the section from administration menu, and allows to edit existant catalogs, create new ones or delete the ones on the list. To learn how to manage catalogs, see Gérer les catalogues et leurs catégories.
Users
Displays the section from administration menu and allows to edit users profiles on your portal, create new or delete users profiles. To learn how to manage users, see Gérer les utilisateurs.
Permissions and roles
Displays the tab under section from administration menu. Allows to edit rights profiles and roles, duplicate, create new or delete existant ones. This article details how the different rights profiles and roles of your training portal work.
Groups
Displays the tab under section from administration menu. Allows to edit users groups, create new ones or delete existant groups. To learn how to create and manage users groups, see Gérer les utilisateurs.
Organisation chart
Displays the tab under section from administration menu. Allows to edit branches, add new or delete existant ones. The edition mode for this permission allows to assign specific branches and rights profiles to users. To learn how to manage your organisation chart, see  Gérer l'organigramme et ses branches.
Portals
Displays the section from administration menu. Allows to edit your organisation primary or secondary portals, create new ones or delete the existants. To learn how to manage visual settings or training portals, see  Gérer le visuel du portail, des programmes de formation et des formations et événements. To set up your primary and secondary portals, contact one of our Implementation consultants.
Notifications
Displays the tab under section, at the end of administration menu. Allows to create new centralized notifications, edit or delete existant ones . To learn how to manage users notifications see Gérer les paramètres d'envois automatisés.
Transactions
-
-
Displays the section and tab which is there, allowing you to confirm payments for example. To learn how to manage transactions, see Gérer les transactions.
Reports
Displays the tab under section from administration menu and allows to edit reports content, create new reports or delete existant ones. To learn how to manage your reports, see Gérer les rapports et leur contenu.
Self-declarations
Displays the tab under section from administration menu, this allows to to view and edit users self-declarations, manually report a participant's participation or success in a training program or training or event, or delete statements. To learn how to manage self-declarations, see Gérer les attestations.
Visuals 
Displays the tab under from administration menu, allows to set default visuals, edit created visuals, create new visuals, or delete visuals from your portal. To learn how to manage visuals, see Gérer le visuel du portail, des programmes de formation et des formations et événements.
Public views in grids 
Allows to view, edit, use or delete public views. 
Program 
Displays the section from administration menu. Allows to create, edit or delete Learning Programs and their content. To learn how to create a new Learning Program, see Créer et paramétrer les programmes de formation. Discover how to add content to an existing Learning program, see Ajouter du contenu aux programmes de formation
IMPORTANT: In training programs, “Trainings” are considered “resources”.
Promotional codes
Displays the section from administration menu, if the Shopping Cart is activated on your portal. Allows you to create Promotional Codes to apply it as needed. To learn how to create Promotional codes, see Créer des codes promotionnels.
Text templates
Displays the tab from section and allows to create multiple templates to apply it where text edition is possible. Discover how to create new templates, see Créer divers gabarits applicables dans les espaces d'édition de texte.
Commitments
Displays thetab under  section from administation menu. This tab is specifically reserved to institutions needing to monitor continual professional education.
Webinars / Virtual Classrooms
Allows to display or manage the whole Via virtual activities, consulting   section from user menu. This view includes all the activities you have registered for or created, as well as the entire Via virtual activities on your environment based on your organization’s organizational chart.
Users lists
Displays the tab under section from administration menu. Allows to monitors the evolution of users' training according to the training requirements as defined by your training regulations.
Spotlight
Displays the  tab under the section from administration menu.
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 tab under section from administration menu.

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 thesection from administration menu.

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 tab under section from administration menu.

This right is independent of the Certifications section and it gives the possibility to have an overall graphic visual on the proportions of users having a certification (by default):
  1. Missing (red)
  2. Compliant (green)
  3. Expliring soon (orange)
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 thetab under and  sections from administration menu and view all registrations for training programs and training and events. To find out how to manage registrations, see Gérer les inscriptions.
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 from Administration menu and to the item Participants by the sessions and cohorts . To learn how to manage registrations, see Gérer les inscriptions.
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  , when registering or when payment is not yet completed for a participant. The user with this permission can make a  instead of the learner and thus finalize his registration. To learn how to manage registrations, see Gérer les inscriptions.
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  registration button, under Participants tab in the trainings and sessions settings and will allow to complete numerous registrations in one step. This permission is connected to registration permission, so it will also open access to registrations tab under Training and events and Program sections from Administration menu. To learn how to register participants by import, see l'Inscription massive et rapide de plusieurs participants à une session de formation.
Take identity
-
-
-
Displays the  option in the individual options menu of the user whose identity you want to take.
Available from the section of the Administration menu, the Users right must be active to make identity collection accessible. Note that it is only possible for a user to take the identity of a second user  who has a lower level than his or her own and that the right of access to Users must be granted in order to access the list of users and allow the taking of identity.
Privacy policy--Displays thesection from ADMINISTRATION Menu, under Advanced Settings.

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 section of the Administration menu, including all tabs in this section, with the exception of Visuals, Webhooks and Notifications which are independent permissions and must be granted to appear. et à ses sous-onglets, à l'exception de Visuels, Webhooks et Notifications qui s'activent par des droits indépendants. To learn how to navigate the Administration menu, see Naviguer sur le portail

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
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-
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.

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