Security Roles: View, Assign, and Unassign - Contractor LMS

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.

Back to top

Assign Security Role(s)

Follow these steps to assign a security role:

1. Click the Administration tab at the top of the screen.
2. Click the Security Menu, then the Assign Roles link on the left navigation bar.
3. Click the Select button to the right of the Choose the Roles field.
   1. Select one or more roles from the list of Available Records table.
   2. Click the right arrow to move the record(s) to the Selected Records table.
   3. Click the Select button to complete your roles selection.
4. Click the Select button to the right of the Choose Users field.
5. Select one or more users from the list of Available Records table.
6. Click the right arrow to move the record(s) to the Selected Records table.
7. Click the Select button to complete your users’ selection.
8. Click the Save button.
9. Click the Close button after the Assigned confirmation appears.

Back to top

Unassign Security Role(s)

Follow these steps to unassign a security role:

1. Click the Administration tab at the top of the screen.
2. Click the Security Menu, then the Manage Role Assignments link on the left navigation bar.
3. Search and locate the record following the directions provided in the Using Search article.
4. Click the Unassign button to the left of the desired record.
5. Click the Yes button on the Confirm Delete screen.
6. Click the OK button on the Delete screen.
7. The contact will be deleted from the Manage Role Assignments screen.

Back to top