Article Links Introduction | Assign Security Role(s) | Unassign Security Role(s) |
Introduction
The Contractor LMS comes with the following pre-configured security roles and all roles have the same target: organization.
- Master: All functions
- Admin: Most functions except the ability to delete the following records: user, organization units, and completion records
- View Reports: Run, view and schedule reports for recurrent generation and email delivery
- Everyone: Login, launch training and run completion certificates
This means that Users assigned to those pre-configured roles can then exercise the Role’s privileges throughout the entire Organization.
Assign Security Role(s)
Follow these steps to assign a security role:
- Click the Administration tab at the top of the screen.
- Click the Security Menu, then the Assign Roles link on the left navigation bar.
- Click the Select button to the right of the Choose the Roles field.
- Select one or more roles from the list of Available Records table.
- Click the right arrow to move the record(s) to the Selected Records table.
- Click the Select button to complete your roles selection.
- Click the Select button to the right of the Choose Users field.
- Select one or more users from the list of Available Records table.
- Click the right arrow to move the record(s) to the Selected Records table.
- Click the Select button to complete your users’ selection.
- Click the Save button.
- Click the Close button after the Assigned confirmation appears.
Unassign Security Role(s)
Follow these steps to unassign a security role:
- Click the Administration tab at the top of the screen.
- Click the Security Menu, then the Manage Role Assignments link on the left navigation bar.
- Search and locate the record following the directions provided in the Using Search article.
- Click the Unassign button to the left of the desired record.
- Click the Yes button on the Confirm Delete screen.
- Click the OK button on the Delete screen.
- The contact will be deleted from the Manage Role Assignments screen.