Article Links Introduction | Create a Custom Security Role | Details Tab | Home Tab | Training Tab | Catalog Tab | Administration Tab |
INTRODUCTION
Creating a custom security role is a great option in order to further limit or increase a role's (therefore and administrator's) responsibilities. You must be a master administrator to create a custom security role.
Best Practices
Create custom roles thoughtfully. Managing a large number of security roles can become a burden.
Use the description field to document the roles' purpose, what the role can do, and why the role was created. Months from now, it is not likely you will remember why the role was created or its purpose. This will be of great help in determining whether or not the role is still required at a future date.
CREATE A CUSTOM SECURITY ROLE
The easiest method to create a custom security role is to start by copying an existing pre-configured role and then add or remove functions as needed to come up with the security role that meets the needs of your company. For example, if I do not want my Admins to be able to manually credit documents, videos, CBTs and quizzes. I can copy the Admin role and then remove the credit functions that I don't want them to be able to perform.
Depending on what you are trying to accomplish, creating a custom security role can be a lengthy process. Please feel free to contact our support team by emailing support@convergencetraining.com. They will be happy to work with you to help you create the role.
There are five steps to create a custom security role:
STEP 1: Copy an existing pre-configured security role.
STEP 2: Edit the role to rename it and move it to the desired target (organization unit).
STEP 3: Add and remove the desired functions.
STEP 4: Test the role.
STEP 5: Assign the role.
STEP 1: COPY A ROLE
Follow these steps to copy a security role to a new target:
- Click the Administration tab at the top of the screen.
- Click Security, then Copy Roles on the left menu bar.
- Click the Select button to the right of the Choose the Roles to Copy field.
- Click the checkbox to the left of 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. You will be returned to the Copy Roles screen.
- Click the Select button to the right of the Choose Where to Copy the Role(s).
Note: You cannot copy the same role to an organization unit where the role already exists. For this reason, the instructions below will direct you to copy the role to a team temporarily.
- Choose Team from the Look for drop down list.
- Click the check box to the left of any team name in the Available Records table.
- Click the right arrow to move the record(s) to the Selected Records table.
- Click the Select button to complete your units selection. You will be returned to the Copy Roles screen.
- Click the Save button.
- Click the Close button after the copied confirmation appears.
STEP 2: EDIT THE COPIED ROLE
Follow these steps to edit the copied role and change the name of the role, location:
- Click the Administration tab at the top of the screen.
- Click Security, then Roles on the left menu bar.
- Search and locate the role just copied. The easiest method to do this is to search for the team name in the location field column.
- Click the Edit button to the left of the role.
- Click the Select button to the right of the Location field.
- Choose the organization unit (new target) from the Look for drop down list. For example, Organization.
- Click the checkbox to the left of the organization unit from the list of Available Records.
- Click the Select button to complete your units selection. You will be returned to the Edit Role Screen.
- Click the Select button the right of the Target field.
- Choose the organization unit (new target) from the Look for drop down list. For example, Organization.
- Click the checkbox to the left of the organization unit from the list of Available Records.
- Click the Select button to complete your units selection. You will be returned to the Edit Role Screen.
- Type the new name in the Name field. For example, Admin Role - No Credit Training.
- Type a description in the Description field.
Note: As a best practice, provide the purpose of the role, what the role can or cannot do and who will be assigned this role. - Click the Save button.
STEP 3: ADD AND REMOVE DESIRED FUNCTIONS FROM THE ROLE
The Edit Role function includes a tab that represents every tab in the LMS. Each tab allows you to change the settings for the functions available on that tab. Click on the following links to learn how to modify a security role:
Security Role: Details Tab | Security Role: Home Tab | Security Role: Training Tab | Security Role: Catalog Tab | Security Role: Administration Tab |
STEP 4: TEST THE ROLE
It is recommended that you assign this role to a test user record. Then, sign on as the test user to make sure that the role works as expected.
Refer to Users: Create, Edit and Delete article for instructions to set up a test user.
Note: As a best practice, create a user name such as TestUser1 rather than create another record using your name. This way, you will not inadvertently assign or credit activities to the wrong user record.
Refer to the Security Roles: View, Assign, Unassign, Copy article to learn how to assign a security role to your test user.
STEP 5: ASSIGN THE ROLE
Once the role has been tested and meets your requirements you can assign the role to your users.
Refer to the Security Roles: View, Assign, Unassign, Copy article to learn how to assign a security role.
DETAILS TAB
The Details tab contains data entry and information on the right and left side of the screen.
Details Section (Left Side)
Location: A Location is a unit within your organization. Saving a security role to a location influences which LMS Administrators can view, modify, or delete the role. The LMS compares the location of the role to the security role target of the Administrator. An Administrator will have access to this security role if the target of their security role meets or exceeds the location the role was saved to.
Target: A Target is a unit within your organization where the security role will be used. Typically, the Location and Target will be the same. By adding a target location, the security role will only be used by that organization unit. If an LMS Administration does not have administrative access to the location where the role was saved, they will not be able to view or modify the security role.
For example, a Master security role location is the Organization and the target is Training Region. The security role will be available to assign to any user in the Training Region by any administrator with a security role target of the organization level. If the Training Region administrator does not have Organization level permissions; they will not be able to assign or edit the Master Security Role for Region 2. This prevents lower level administrators from editing security roles and changing their permissions.
Name: The name of the role
Description: Only required when creating a custom security role. Provide the purpose of the role, what the role can or cannot do and who will be assigned this role.
Role Summary (Right Side)
Assigned To: Displays the number of users have been assigned this role.
Permissions: Displays all the allowed permissions that have been added to this role. Permissions are turned on and off on the Home Tab, Training Tab, Catalog Tab, and Administration Tab. The following permissions require that you contact our Support Team to enable:
- Manage User Addresses. When this is enabled, only Master administrators will be able to enter and edit addresses on the user record. All other security roles will see the following message: "On File" when an address has been entered and "No Address Information Entered" if no address has been entered.
View, Edit and Delete: Displays the Organization Units and functions that the user has permission to:
- View, Edit & Delete Privileges
- View & Edit Priveleges
- View Priveleges
HOME TAB
The selections made on this screen will determine which permissions a user will have access to.
There are three items that you can include or exclude from a user's permissions:
- View Home Tab: When set to NO, the home tab will not be visible.
- Edit User Profile: When set to NO, the user will not be able to edit their own user profile.
- My Preferences: When set to NO, the user will not be able to edit their preferences.
Please contact support@convergencetraining.com if you would like to prevent users from editing their user record in the View My Profile menu on the Home Tab. With this feature enabled, users cannot change fields any fields on the user record. Administrators will be able to edit the user record using the Administration tab.
TRAINING TAB
The selections made on this screen will determine which permissions a user will have access to.
There are three items that you can include or exclude from a user's permissions:
- View Training Plan Tab: When set to NO, the training tab will NOT be visible.
- Can Submit IMS Incident: This feature applies to our Incident Management System only. When set to NO, the user will NOT be able to submit Incidents using the Incident Reporting System.
- Edit Group Membership: This field applies to the Contractor LMS only. For Contractor LMS, always set to YES. When set to NO, the user will not be able to change their job role or facilities.
CATALOG TAB
The selections made on this screen will determine which permissions a user will have access to.
There is one item that you can include or exclude from a user's permissions:
View Catalog Tab: When set to NO, the catalog tab will NOT be visible. This means that a user will not be able to enroll in any offered electives.
ADMINISTRATION TAB
The administration tab offers the greatest flexibility and selections. This allows you the ability to fully control what the functions your administrator's can access.
Administration Details Section
View Administration Tab: When set to NO, the Administration tab will NOT be visible to the administrator.
Edit Max Users: Applies to the Customer Campus LMS only. All other LMS types should default to NO. Allows an administrator to set the number of maximum number of users an organization unit will be allowed. When set to NO, the Max Users field will NOT be visible on any organization unit screen.
Edit Max Save Capacity: Applies to the Customer Campus LMS only. All other LMS types should default to NO. Allows an administrator to set the maximum storage space on any organization unit. When set to NO, the Max Save Capacity field will NOT be visible on any organization unit screen.
Encrypted Field Reset: There are two encrypted fields on the User Record. They are:
- Birth Month/Day/Year (applies to all LMS Types and IMS)
- Last 4 Digits of the SSN (applies to MSHA LMS only)
Once the birth year and Last 4 digits are entered, the data will be encrypted and replaced with the word "on file". When the Encrypted Field Reset field is set to YES, an administrator will be able to reset the birth year and last 4 digits of the SSN from the Other Actions on the Edit User Record. When set to NO, these selections will NOT be visible on the Edit User Screen.
Manage Alternate Passwords: This section allows you to set up a security role that allows an administrator to enable a secondary, expiring password for a user to use with our mobile apps. This will be especially useful to allow single sign-on users to use the mobile apps via a secondary password when outside of their company’s network.
The Alternate Password section on the user record will only be visible when these functions are enabled:
- The security role has the "Manage Alternate Passwords" function enabled. Please refer to the Security Roles: Create a Custom Security Role to view where to enable alternate passwords.
- The alternate passwords on the System >> Configuration screen is enabled. Please refer to Configuration article to learn how to enable alternate passwords.
- You have generated a new alternate password on the user record for each user you would like to use an alternate password. Please refer to the Users: Create, Edit, and Delete article to learn how to enable alternate passwords.
View Reports: When set to NO, the Reports menu will NOT be visible on the Administration menu.
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Menu Permissions
The Administration Menu appears on the left side of the screen. To set permissions, select the menu and sub menu item to set permissions. Click on the links below to view instructions on the desired function.
Organization | Training Import and Creation | Files | Activities | Qualifications/Training Programs | Assignments | Electives | Authorizations | Tracking and Completions | Reports | Assets | Security | Incident Management | System |
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Menu Permissions - Organization
These menu selections control which organization units, user, group, places, and contact records and administrator can view, edit, and/or delete.
The following menu items feature the same controls pictured in the screen shot above.
Click Organization, then any of the following sub-menu items: Users, Teams, Departments, Sites, Regions, Organizations, and Groups.
No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
Allow these permissions: If selected, choose one of the following:
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
View Only: The function will appear on the menu in a read only format.
View & Edit: The function will appear on the menu in a view and edit format.
View, Edit & Delete: The function will appear on the menu in a view, edit and delete format.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
The following menu items feature the same controls pictured in the screen shot above.
Click Organization, then Places or Contacts
No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
Inherit the permissions from its Location in the organization structure: If selected, the function will appear on the menu and the administrator will be able to view and edit.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click Organization, then Company Wizard
Customer Campus Wizard: Applies to our Customer Campus LMS only. When set to NO, the Company Wizard will not appear on the administration menu. When set to YES, the Company Wizard will appear on the administration menu.
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Menu Permissions - Training Import and Creation
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These menu selections control the activities types an administrator can import, create, edit and delete in the LMS. Follow these steps to turn on and allow permissions to view only, view and edit, or view edit and delete. |
| Content Wizard Permissions | |
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When set to NO, the Content Wizard will not appear on the administration menu. When set to YES, the Content Wizard will appear on the administration menu. |
| Permissions for: Quizzes, Tasklists, Classes | |
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Quizzes, Tasklists, and Classes feature the same controls pictured in the screen shot to the left and can be set as follows: No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
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Allow these permissions: If selected, choose one of the following: View Only: The function will appear on the menu in a read only format. View & Edit: The function will appear on the menu in a view and edit format. View, Edit & Delete: The function will appear on the menu in a view, edit and delete format. Grant these permissions below the Target level: Always set to YES unless directed by a support representative. Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu. |
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| Surveys and Signatures Permissions | |
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Surveys and Signatures Classes feature the same controls pictured in the screen shot to the left and can be set as follows: Manage Surveys and Signature Permissions Set to YES to create Surveys and Signatures as activities. Set to NO. Surveys and Signatures will not appear on the menu under Training Import and Creation. |
| Open Sesame Catalog Permissions | |
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Manage Open Sesame: Applies to Caterpillar Dealers only. Set to YES to use the Open Sesame Catalog. Set to NO if you are not a Caterpillar Dealer. |
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Menu Permissions - Files
These menu selections control the repositories and content servers an administrator can view, create, edit and delete in the LMS.
Click Files, then Repositories or Content Servers
No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
Allow these permissions: If selected, choose one of the following:
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
View Only: The function will appear on the menu in a read only format.
View & Edit: The function will appear on the menu in a view and edit format.
View, Edit & Delete: The function will appear on the menu in a view, edit and delete format.
Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
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Menu Permissions - Activities
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These menu selections control the activities an administrator can view, edit and delete in the LMS. Follow these steps to turn on and allow permissions to view only, view and edit, or view edit and delete. |
| Activties | |
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No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
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Allow these permissions: If selected, choose one of the following: View Only: The function will appear on the menu in a read only format. View & Edit: The function will appear on the menu in a view and edit format. View, Edit & Delete: The function will appear on the menu in a view, edit and delete format. Grant these permissions below the Target level: Always set to YES unless directed by a support representative. Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu. |
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| Versions Permissions | |
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The LMS provides a method for administrators to update the Computer Based Training (CBT's) purchased from Convergence Training. The Activity Versions feature allows our administrators to compare the versions and decide whether or not they want to update to the latest version. Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu. |
| Approve Quiz Retries | |
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Allows an administrator to reset the quiz retries when a user fails the quiz mutliple times and has exceeded the number of retries allowed in the quiz properties. When set to NO the function will NOT appear on the administration menu. When set to YES, the function will appear on the administration menu. |
| AICC | |
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AICC allows the management of allowing third party LMSs to use course in this LMS. There are two permission types:
Do not change the default settings unless directed by a support representative. |
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Menu Permissions - Qualifications / Training Programs
Qualifications and Training Programs are the same function in the LMS. Qualifications is the term used by our Enterprise LMS clients. Training Programs is the term used by our MSHA LMS clients. Requirements and Subjects are the same function in the LMS. Requirements are a subset of a Qualification used by our Enterprise LMS clients and Subjects are a subset of a Training Program used by our MSHA LMS clients. this article will always reference Qualifications and Requirements.
Click Qualifications, then Requirements or Qualifications
No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
Allow these permissions: If selected, choose one of the following:
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
View Only: The function will appear on the menu in a read only format.
View & Edit: The function will appear on the menu in a view and edit format.
View, Edit & Delete: The function will appear on the menu in a view, edit and delete format.
Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click Qualifications, then Copy Qualifications
To ease the burden of creating multiple qualifications separately, the LMS allows you to copy existing qualifications and then modify the new qualification as necessary.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
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Menu Permissions - Assignments
An assignment allows an administrator to assign activities and qualifications to users organization units and groups which REQUIRE completion by the user. These menu selections determine which administrators can create and manage assignments in the LMS.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Assign Training: When set to YES, the administrator will be able to assign training. When set to NO, the administrator will not be able to assign training.
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Menu Permissions - Electives
An elective allows an administrator to offer activities and qualifications to users, organization units, and groups which allow the user the OPTION to enroll activities they choose. These menu selections determine which administrators can create and manage electives in the LMS.
Click Electives, then Elective Categories
Manage Elective Categories: When set to YES, the administrator will be able to create, edit and delete Elective Categories. When set to NO, the administrator will not be able to create, edit and delete manage elective categories.
Click Electives, then Offer Electives
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click Electives, then Approve Electives
Approve Enrollments: When set to YES, supervisor approval will be required for users to enroll in electives. When set to NO, users will be able to enroll in any elective with no approval required.
Click Electives, then Electives
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Manage Enrollment: When set to YES, an administrator will be able to create, edit and delete elective offerings. When set to NO, an administrator will not be able to create, edit and delete elective offerings.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
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Menu Permissions - Authorizations
A Training Authorization is one of three ways to share training content between administrators. It allows a LMS Administrator to selectively authorize activities and qualifications with other LMS Administrators in your company that do not share the same organization level access. These menu selections determine which administrators can create and manage training authorizations in the LMS.
Click Authorizations, then Authorize Training
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click Authorizations, Authorizations
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Manage Training Authorizations: When set to YES, an administrator will be able to create, edit and delete training authorizations. When set to NO, an administrator will not be able to create, edit and delete training authorizations.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
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Menu Permissions - Tracking and Completions
These menu selections determine which administrators can credit training, import completions and manage completion records in the LMS.
Credit Wizard
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Credit Wizard: When set to YES, an administrator will be able to process completion records. When set to NO, an administrator will not be able to process completion records.
Import Completions
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Track Tasklist Completion
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Track Tasklist Completion: When set to YES, an administrator will be able to track tasklist completion records. When set to NO, an administrator will not be able to track tasklist completion records.
Take Class Attendance
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Take Class Attendance: When set to YES, an administrator will be able to take class attendance. When set to NO, an administrator will not be able to take class attendance.
Completion Records
No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
Allow these permissions: If selected, choose one of the following:
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
View Only: The function will appear on the menu in a read only format.
View & Edit: The function will appear on the menu in a view and edit format.
View, Edit & Delete: The function will appear on the menu in a view, edit and delete format.
Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
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Menu Permissions - Reports
These menu selections control whether reports are visible to the administrator.
All report function provide the same controls pictured in the screen shot above.
Click Reports, then any sub menu item
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
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Menu Permissions - Assets
Assets are used by the Incident Management System and are used to add equipment, vehicles and structures so they can be later added to an incident where they asset was involved. These menus control whether or not the administrator can add, edit and delete an asset.
Click Assets, then Asset Groups
No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
Allow these permissions: If selected, choose one of the following:
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
View Only: The function will appear on the menu in a read only format.
View & Edit: The function will appear on the menu in a view and edit format.
View, Edit & Delete: The function will appear on the menu in a view, edit and delete format.
Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click Assets, then Assets
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Manage Assets: When set to YES, an administrator will be able to create, edit and delete assets. When set to NO, an administrator will not be able to credit, edit and delete assets.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
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Menu Permissions - Security
Security is used assign and unassign security roles, copy security roles to a new target and credit security roles. These menus control whether or not the administrator can perform any of the functions related to assigning and unassigning security roles and managing existing roles.
Note: You will not be able to edit or delete a pre-configured security role.
Click Security, then Click Roles
No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
Allow these permissions: If selected, choose one of the following:
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
View Only: The function will appear on the menu in a read only format.
View & Edit: The function will appear on the menu in a view and edit format.
View, Edit & Delete: The function will appear on the menu in a view, edit and delete format.
Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click Security, then click Copy Roles or Roles Assignments
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click Security, then click Assign Roles
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Assign Role: When set to YES, an administrator will be able to assign and unassign security roles. When set to NO, an administrator will not be able to assign or unassign security roles.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
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Menu Permissions - Incident Management
These menu selections will only be visible if your company has purchased our Incident Management System. The Incident Management System is used to report, investigate and track incidents that occur at your worksite. These menus control which administrators can view, investigate, edit and delete incidents reported in your organization.
Click Incident Management, then Incidents
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
IMS Incident Filing Wizard: When set to YES the IMS Incident Filing Wizard button will become active on the Establishments screen button bar and the administrator will be able to file the OSHA Form 300A Log Summary of Work Related Injuries electronically. When set to NO the IMS Incident Filing Wizard button will NOT be active.
Manage IMS Incidents: When set to YES the administrator will be able to create and edit incidents. When set to NO the administrator will not be able to create and edit Incidents.
Delete IMS Incidents: When set to YES the administrator will be able to delete incidents. When set to NO the administrator will not be able to delete incidents.
Generate OSHA Form 300 Log: When set to YES the printer icon on the establishments screen will be active and the administrator will be able to print the OSHA 300 Log. When set to NO the administrator will not be able to print the OSHA Form 300 Log.
Click Incident Management then Corrective Actions OR Treatment Facilities
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click Incident Management then Establishments
Manage IMS Establishments: When set to YES the administrator will be able to create, edit, and delete establishments. When set to NO the administrator will not be able to create, edit, and delete establishments.
Click Incident Management, then Rate Data
No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
Allow these permissions: If selected, choose one of the following:
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
View Only: The function will appear on the menu in a read only format.
View & Edit: The function will appear on the menu in a view and edit format.
View, Edit & Delete: The function will appear on the menu in a view, edit and delete format.
Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click Incident Management, then Configuration
Manage IMS Configuration: When set to YES the administrator will be able to create, edit, and delete Incident Categories, Root Causes, Injuries and Illnesses, Body Parts and Tags in the Configuration menu. When set to NO the administrator will not be able to create, edit, and delete Incident Categories, Root Causes, Injuries and Illnesses, Body Parts and Tags in the Configuration menu.
Click Incident Management, then Reports
Manage IMS Reports: When set to YES the administrator will be able to run, export, email, print reports. When set to NO the administrator will not be able to NOT be able to run, export, email, print reports.
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Menu Permissions - System
The menu selections control which administrators have access to system configuration settings, notifications, and the landing page.
Click System Configuration, then Jobs
This function controls the jobs that are run nightly. We recommend this function should only be available to master and admin roles. Jobs should only be created, edited and deleted at the direction of a Convergence Training support representative.
No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
Allow these permissions: If selected, choose one of the following:
Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
View Only: The function will appear on the menu in a read only format.
View & Edit: The function will appear on the menu in a view and edit format.
View, Edit & Delete: The function will appear on the menu in a view, edit and delete format.
Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
Exclude from the administration menu: When set to NO the function will appear on the administration menu. When set to YES, the function will not appear on the administration menu.
Click System Configuration, then Configuration
This function controls configuration of the LMS. We recommend this function should only be available to a master administrator.
View Configuration: When set to YES the function will appear on the administration menu and the administrator will be able to make and save changes to configuration. When set to NO, the function will not appear on the administration menu.
Click System Configuration, then Notifications
This function controls notifications sent by LMS. We recommend this function should only be available to a master and admins security roles.
View Notifications: When set to YES the function will appear on the administration menu and the administrator will be able to enable, disable and customize notifications. When set to NO, the function will not appear on the administration menu.
Click System Configuration, then Landing Page
This function controls how the landing page is displayed. The Landing Page is the page that appears when the user logs into the Learning Management System. The Landing Page can be customized and branded by you. We recommend this function should only be available to a master administrator.
Configure Landing Page: When set to YES the function will appear on the administration menu and the administrator will be able to configure the landing page. When set to NO, the function will not appear on the administration menu.
Click System Configuration, then User Connections
This function displays which users are logged into the LMS, when their session start the time period that has elapsed since they were last active. We recommend this function should only be available to a master and admins security roles.
User Connections: When set to YES the function will appear on the administration menu and the administrator will be able to view the users who are currently logged in. When set to NO, the function will not appear on the administration menu.
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