Role Access Configuration

This document details role access configurations for PeopleFluent Learning, outlining permissions for various system areas including Learn, Explore, Communicate, Personalization, Review, Manage, Compliance Analytics, Catalog Manager, Exam Manager, User Manager, Community Manager, Report Categories, Competency Manager, System Administration, Payment Manager, Certification Manager, and Goals. It explains read-only and no-access restrictions, privilege levels, and how these affect users' abilities to view, edit, or manage features across frontend and backend modules.

Applicable Product:

PeopleFluent Learning

Applicable Release:

V21.x
11.x

Summary:

Role access configuration and their function

Keywords:
role access configuration

Having a list of all the Role information is a great way to troubleshoot when a client is wondering why they can or cannot access certain parts of the system. This list was compiled and shared and outlines all the current items and their associated controls.

To access the System Roles go to Manage Center > Users > System Roles > Role Name. Chose the System Role you want to edit or click Create System role in the upper right corner.

Role Access Name	Requires access to	Description	Related Area
Learn Features
Learn Menu		No Access: the role will not have access to the Learn menu	Frontend (Learn)
Current Learning Modules		Read Only: --- No Access: the role will not have access to Current Learning Modules under Learning	Frontend (Learning Center > Learning > Current Learning Modules)
My Enrollment Requests		Read Only: --- No Access: the role will not have access to Enrollment Requests under Learning	Frontend (Learning Center > Enrollment Requests)
Records/Transcript		Read Only: --- No Access: the role will not have access to transcripts records and the Records/Transcript icon will not appear anywhere else. The role will also not see the progress tracker link in Current Learning Modules.	Frontend (Learning Center > Learning > Records/Transcript)
External Training Records		Read Only: the role will not be able to create/request an external training history record No Access: the role will not have access to External Training Records	Frontend (Learning Center > Learning > External Training Records)
Activity Log		No Access: the role will not have access to the Activity Log under Learning	Frontend (Learning Center > Learning > Activity Log)
Printer-Friendly Exam Transcripts		No Access: the role will not be able to create a printer-friendly exam review sheet (PDF) from the exam review screen of Records/Transcripts.	Frontend (Learning Center > Learning > Records/Transcript > any exam transcript)
Certifications		Read Only: the role will not be able to self-award certifications and update certification details for self-awardable certificates. No Access: the role will not have access to Certifications to review the awarded certificates or to self-award certificates.	Frontend (Learning Center > Certifications)
Knowledge Center		Read Only: the role will not be able to remove oneself from the Learning Group contact list in Knowledge Center No Access: the role will not have access to any module's Knowledge Center (e.g., from Current Learning Modules)	any Knowledge Center
Career Development Center		Read Only: --- No Access: the role will not have access to the Career Development Center Summary	Frontend (Career Center > Summary)
Competencies		Read Only: the role will not be able to self-award competencies No Access: the role will not have access to Competencies or to search for competencies	Frontend (Career Center > Competencies), , Frontend (Universal Search > Competencies)
Job Profiles		Read Only: the role will not be able to self-award job profiles No Access: the role will not have access to Job Profiles or to search for job profiles	Frontend (Career Center > Job Profiles), Frontend (Universal Search > Job Profiles)
Development Goals		Read Only: the role will not be able to create development goals No Access: the role will not have access to Development Goals	Frontend (Career Center > Goals > Development Goals)
Performance and Organizational Goals		Read Only: the role will not be able to create performance goals No Access: the role will not have access to Performance Goals	Frontend (Career Center > Goals > Development Goals)
Overall Status		Read Only: the role will not be able to make status changes for enrolled modules, such as withdrawing or re-opening a module or marking the module "completed (self-asserted)" (if the module permits). No Access: ---	Frontend (Learning Center > Learning > Current Learning Modules), Knowledge Center
Skills		(deprecated feature, retained for backwards compatibility)
Training Plan		Read Only: --- No Access: the role will not have access to the Training Plan	Frontend (Learning Center > Learning > Training Plan)
Training Gap Analysis		Read Only: --- No Access: the role will not have access to Training Gap Analysis under Career Center Menu	Frontend (Career Center > Training Gap Analysis)
Accounts		No Access: the role will not have access to Accounts tab in My Profile	Frontend (current user > My Profile > Accounts)
Payment History		Read Only: --- No Access: the role will not be able to display and use the transaction enrollments/tokens table in the Payment History tab in My Profile	Frontend (current user > My Profile > Payment History)
Personal Calendar		Read Only: the role will not be able to create a personal event in the Personal Calendar No Access: the role will not have access to Personal Calendar	Frontend (Personal Calendar)
Personal Notebook		Read Only: the role will not be able to create an entry in the Personal Notebook in the Knowledge Center No Access: the role will not have access to the Personal Notebook tab in the Knowledge Center	Knowledge Center
Peer Comments		Read Only: the role will not be able to leave comments and rate a module in the Catalog or Knowledge Center No Access: the role will not have access to the Peer Comments tab in the Catalog or Knowledge Center	Catalog, Knowledge Center
Performance Appraisal		Read Only: --- No Access: the role will not have access to Performance Review	Frontend (Career Center > Performance Review)
Learning Path		Read Only: --- No Access: the role will not have access to Learning Path	Frontend (Learning Center > Learning Path)
My Files		Read Only: the role will not be able to upload (and delete) files to share with the manager No Access: the role will not have access to My Files	Frontend (Career Center > My Files)
Recommendations		Read Only: --- No Access: the role will not have access to AI-based Recommendations	Frontend (Learning Center > Recommendations)
Explore Features
Catalog Menu		deprecated feature, retained for backwards compatibility
Catalog Browser		Read Only: --- No Access: the role will not have access to the Catalog Browser or be able to search for learning modules or reference resources	Frontend (Learning Center > Catalog Browser), Frontend (Universal Search > Learning Modules), Frontend (Universal Search > Reference Resources)
Allow Session Enrollment		Read Only: --- No Access: the role will not be able to self-enroll into any session (using the catalog or the enrolluser API).	Frontend (any catalog page), API
News Search		No Access: the role will not be able to search the news in the frontend	Frontend (Universal Search > News)
Skills Assessments		deprecated feature, retained for backwards compatibility
Certification Programs		deprecated feature, retained for backwards compatibility
Know Your Colleagues		No Access: the role will not be able to access the People screen or to search for people in the universal search	Frontend (Communicate > Know Your Colleagues), Frontend (Universal Search > People)
Communicate Features
Communicate Menu		No Access: the role will not have access to the Communicate menu	Frontend (Communicate)
Forum		Read Only: the role will not be able to create new forum topics and messages. Note: The ability to create/delete forums or to delete selected topics/messages is controlled via "Allow Forum Moderation" and "Discussion Forums". No Access: the role will not have access to the Forums	Frontend (Connect > Forums)
Mail		Read Only: the role will not be able to create mails using the Mail Box No Access: the role will not have access to the Mail Box. The settings for Automatic Mail Lists (also Learning Group) and Employee Enrolllment Approval Messages will not be available under User Preferences.	Frontend (Connect > Mail), Frontend (Profile icon > User Preferences)
Message Board		Read Only: --- No Access: the role will not have access to the Message Board	Frontend (Communicate > Message Board)
Chat		Read Only: --- No Access: the role will not have access to the Chat	Frontend (Connect > Chat)
Mass E-mail Sender		No Access: the role will not have access to the Mass E-mail Sender which would allow to send mails to all users	Frontend (Connect > Mass E-Mail Sender)
Personalization Features
Preferences Menu		No Access: the role will not have access to the Preferences Menu	Frontend (Preferences)
User Preferences		Read Only: the role will not be able to change his/her User Preferences No Access: the role will not have access to the User Preferences	Frontend (Profile icon > User Preferences)
Address Change		Read Only: the role will not be able to change the contact information under User Administration No Access: the role will not have access to the User Administration	Frontend (Profile icon > User Administration)
Profile Summary		Read Only: the role will not be able to change the Profile Summary No Access: the role will not have access to the Profile Summary section (of himself or anyone he finds via Know Your Colleagues)	Frontend (Profile icon > My Profile)
Employment Information		Read Only: the role will not be able to change the Employment Information No Access: the role will not have access to the Employment Information section	Frontend (Profile icon > My Profile)
Contact Details		Read Only: the role will not be able to change the Contact Details No Access: the role will not have access to the Contact Details section	Frontend (Profile icon > My Profile)
Resumé		Read Only: the role will not be able to upload and change a Resumé No Access: the role will not have access to the Resumé section	Frontend (Profile icon > My Profile)
Education		Read Only: the role will not be able to change the Education History No Access: the role will not have access to the Education History section	Frontend (Profile icon > My Profile)
Work History		Read Only: the role will not be able to change the Work History No Access: the role will not have access to the Work History section	Frontend (Profile icon > My Profile)
Language Skills		Read Only: the role will not be able to change the Language Skills No Access: the role will not have access to the Language Skills section	Frontend (Profile icon > My Profile)
User Attribute Extension		Read Only: the role will not be able to change the values of the user attribute extensions (note: a change would also require unrestricted permissions for the user attribute extension itself). No Access: the role will not have access to the user attribute extensions section	Frontend (Profile icon > My Profile)
Relocation Interests		Read Only: the role will not be able to change the Relocation Interests No Access: the role will not have access to the Relocation Interests section	Frontend (Profile icon > My Profile)
Password Change		No Access: the role will not have access to Change Password	Frontend (Profile icon > Change Password)
My Orgs		Read Only: the role will not be able to change his/her organization No Access: the role will not have access to My Orgs	Frontend (Profile icon > My Orgs)
Terms of Use		No Access: the role will not have access to Terms of Use	Frontend (Profile icon > Terms of Use)
Other Menus
News Menu		No Access: the role will not have access to the News Menu	Frontend (News)
Wiki		No Access: the role will not have access to the Wiki	Frontend (Connect > Wiki)
Review Features
Review Menu		Read Only: --- No Access: the role will not have access to the Review Menu	Frontend (Review)
Organization Review		Read Only: --- No Access: the role will not have access to Organization Review	Frontend (Workspace > Review > Organization Review)
Overall Status		Read Only: the role will not be able to withdraw the reviewee from a course (if the module permits) No Access: ---	Career Development Center (Learning Center > Learning > Enrolled Courses)
Instructor		No Access: the role will not have access to the Teach Menu	Frontend (Teach)
Detailed Review by Instructor	Instructor/Teach	Read Only: the role will not be able to make changes to session's participant status and details transcript	Frontend (Teach > any session > Review Participants)
Enroll Participant From Teach Review	Detailed Review by Instructor (unrestricted), Enrollment Wizard	No Access: the role will not be able to enroll other users via the Enrollment Wizard from the Teach / Review Participants	Frontend (Teach > any session > Review Participants)
Report Manager	Report >> Report Manager	No Access: the role will not be able to access Learning Reports (with R213 & R214) for any reviewees	Career Development Center (Learning Center > Learning Reports)
Dashboard		No Access: the role will not be able to access the Dashboard	Frontend (Reports > Dashboard)
Direct Appraiser Review		Read Only: --- No Access: the role will not have access to Direct Appraiser Review	Frontend (Workspace > Review > Direct Appraiser Review)
Appraisal Search		Read only: the role will not be able to delete appraisals No Access: the role will not have access to Appraisal Search	Frontend (Workspace > Appraisal Review)
Group Review		Read Only: --- No Access: the role will not have access to Assigned Group Review	Frontend (Workspace > Review > Assigned Group Review)
Task Approval		Read only: the role will not be able to approve/sign off tasks No Access: the role will not have access to Task Approval	Frontend (Workspace > Task Approval)
Enrollment Approval		Read only: the role will not be able to approve enrollment requests No Access: the role will not have access to Enrollment Approval	Frontend (Workspace > Enrollment Approval)
Withdrawal Approval		Read only: the role will not be able to approve withdrawal requests No Access: the role will not have access to Withdrawal Approval	Frontend (Workspace > Withdrawal Approval)
Ext. Training Approval		No Access: the role will not have access to Ext. Training Approval	Frontend (Workspace > Ext. Training Approval)
Certification Approval		No Access: the role will not have access to Certification Approval	Frontend (Workspace > Certification Approval)
Supervisor Assessment		No Access: the role will not have access to Supervisor Assessments	Frontend (Workspace > Supervisor Assessments)
Enrollment Wizard		No Access: the role will not have access to the Enrollment Wizard	Frontend (Workspace > Enrollment Wizard)
Review Enrollment		Read Only: --- No Access: the role will not have access to Review Enrollment	Frontend (Workspace > Review Enrollment)
Enroll Other Users	Enrollment Wizard	Read Only: --- No Access: the role will not be able to initiate the Enrollment Wizard from a catalog page ("Enroll Other Users" button)	any catalog page
Integrated User Calendar		Read Only: --- No Access: the role will not have access to the Integrated User Calendar	Frontend (Workspace > Review Enrollment)
Change Enrollment Status	Enrollment Wizard	No Access: the role will not be able to initiate the "Change Enrollment Status" action	Frontend (Workspace > Enrollment Wizard)
Review Terms of Use		No Access: the role will not have access to the Terms of Use section of users in order to review the agreement status	Backend (Users > User Editor > any user > Status)
Course Checklist		Read Only: the role will not be able to mark checklist items as completed No Access: the role will not have access to the Course Checklist	Frontend (Workspace > Course Checklist)
Review Submenu Features
Learning Center Summary	Career Development Center	Read Only: --- No Access: the role will not have access to the Learning Center Summary	Career Development Center (Learning Center > Learning Center > Summary)
Review Records/Transcript	Career Development Center	Read Only: the role will not be able to make changes to transcript data (incl. additional enrollment info), to withdraw users from enrolled courses and to add external training history records using the Career Development Center. No Access: the role will not have access to the Enrolled Courses and Records/Transcripts, nor to the Progress Tracker of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Learning Center > Learning > Enrolled Courses & Records/Transcripts), Career Development Center (Learning Center > Learning Center > Progress Tracker)
Review External Training History	Career Development Center	Read Only: the role will not be able to add/delete external training history records using the Career Development Center. No Access: the role will not have access to the External Training Records of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Learning Center > Learning > External Training Records)
Review Skills		deprecated feature, retained for backwards compatibility
Review Certifications	Career Development Center	Read Only: the role will not be able to award/change certifications using the Career Development Center. No Access: the role will not have access to the Certifications of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Learning Center > Certifications)
Review Accounts	Career Development Center	Allows to edit debit/credit values (custom feature only) Read Only: the role will not be able to add/change Account entries using the Career Development Center. No Access: the role will not have access to the Accounts of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Learning Center > Accounts)
Review Enrollment Requests	Career Development Center	Read Only: --- No Access: the role will not have access to the Enrollment Requests of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Learning Center > Learning > Enrollment Requests)
Profile Summary	Career Development Center	Read Only: the role will not be able to edit the Profile Summary and "Other Information" section of users. No Access: the role will not have access to the Profile Summary and "Other Information" section of users reviewed in the Career Development Center. Also, the role will not be able to perform the View Profile and Send Mail action under Contact Group Members in any Knowledge Center	Career Development Center (Learning Center > Employee Profile), Knowledge Center (Communication: Contact Group Members)
Employment Information	Profile Summary	Read Only: the role will not be able to edit the Employment Information section of users. No Access: the role will not have access to the Employment Information section of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Employee Profile)
Contact Details	Profile Summary	Read Only: the role will not be able to edit the Contact Details section of users. No Access: the role will not have access to the Contact Details section of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Employee Profile)
Resumé	Profile Summary	Read Only: the role will not be able to edit the Resumé section of users. No Access: the role will not have access to the Resumé section of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Employee Profile)
Education	Profile Summary	Read Only: the role will not be able to edit the Education History section of users. No Access: the role will not have access to the Education History section of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Employee Profile)
Work History	Profile Summary	Read Only: the role will not be able to edit the Work History section of users. No Access: the role will not have access to the Work History section of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Employee Profile)
Language Skills	Profile Summary	Read Only: the role will not be able to edit the Language Skills section of users. No Access: the role will not have access to the Language Skills section of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Employee Profile)
User Attribute Extension	Profile Summary	Read Only: the role will not be able to change the values of the user attribute extensions (note: a change would also require unrestricted permissions for the user attribute extension itself) of users. No Access: the role will not have access to the user attribute extensions section of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Employee Profile)
Relocation Interests	Profile Summary	Read Only: the role will not be able to edit the Profile Summary and "Other Information" section of users. No Access: the role will not have access to the Profile Summary and "Other Information" section of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Employee Profile)
Assign Module	Career Development Center	No Access: the role will not be able to initiate the "Assign learning module" action under Workspace > Review or from Records/Transcripts in the Career Development Center. In special versions of NTS, the role will not be able to perform "Assign to User" in the Exam Schedule screen or the Frameless Catalog Search.	Career Development Center (Learning Center > Learning > Records/Transcript), Frontend (Workspace > Review), Special: Frameless Catalog, Exam Schedule
Training Plan	Career Development Center	Read Only: the role will not be able to create/edit entries on the Training Plan of users. No Access: the role will not have access to the Training Plan of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Training Plan)
Competency Assessments	Competencies	Read Only: --- No Access: the role will not have access to Competency Assessments	Frontend (Workspace > Competency Assessments)
Career Development Center	Organization Review, Direct Appraiser Review or Group Review	Read Only: --- No Access: the role will not have access to the Career Development Center of users	Backend (Users > User Editor > any user > Records/Transcripts), Frontend (Workspace > Review)
Career Center Summary	Career Development Center	Read Only: --- No Access: the role will not have access to the Career Center Summary	Career Development Center (Career Center > Summary)
Competencies	Career Development Center	Read Only: the role will not be able to award/edit Competencies of users. No Access: the role will not have access to the Competencies of users reviewed in the Career Development Center. The role will also not be able to initiate the Assign competency action under Workspace > Review.	Career Development Center (Career Center > Competencies), Frontend (Workspace > Review)
Job Profiles	Career Development Center	Read Only: the role will not be able to (de-)assign Job Profiles of users. No Access: the role will not have access to the Job Profiles of users reviewed in the Career Development Center.	Career Development Center (Career Center > Job Profiles)
Review Development Goals	Career Development Center	Read Only: the role will not be able to edit Development Goals of users. No Access: the role will not have access to the Development Goals of users reviewed in the Career Development Center. The role will also not be able to initiate the Assign Development Goal under Workspace > Review.	Career Development Center (Career Center > Goals > Development Goals), Frontend (Workspace > Review)
Review Performance and Organizational Goals	Career Development Center	Read Only: the role will not be able to edit Development Goals of users. No Access: the role will not have access to the Development Goals of users reviewed in the Career Development Center. The role will also not be able to initiate the Assign Development Goal under Workspace > Review.	Career Development Center (Career Center > Goals > Performance Goals), Frontend (Workspace > Review)
Review My Files	Career Development Center	Read Only: the role will not be able to edit the files shared (uploaded) by his reviewees No Access: the role will not have access to the files shared (uploaded) by his reviewees	Frontend (Workspace > Review)
Performance Appraisal	Career Development Center	Read Only: the role will not be able to ... No Access: the role will not have access to the Performance Review of users reviewed in the Career Development Center.	Career Development Center (Career Center > Performance Review)
Training Gap Analysis	Career Development Center	Read Only: --- No Access: the role will not have access to the Training Gap Analysis of users reviewed in the Career Development Center.	Career Development Center (Career Center > Training Gap Analysis)
Learning Path	Career Development Center	Read Only: --- No Access: the role will not have access to the Learning Path of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Learning Path)
SCORM Global Objectives	Career Development Center	Read Only: --- No Access: the role will not have access to the SCORM Global Objectives of users reviewed in the Career Development Center.	Career Development Center (Learning Center > SCORM Global Objectives)
Learning Group	Career Development Center	Read Only: the role will not be able to send mails to other users in the Learning Group No Access: the role will not have access to the Learning Group of users reviewed in the Career Development Center.	Career Development Center (Learning Center > Learning Group)
Session Transfer	Review Records/Transcripts	No Access: the role will not be able to perform a Session Transfer when reviewing users in the Career Development Center. Note: this control does NOT apply to Session Transfer in Participants section of Session Properties	Career Development Center (Learning Center > Learning > Enrolled Courses)
Review Incomplete Exam Attempts	Review Records/Transcripts	No Access: the role will not have access to Incomplete Exam Attempts (which would then allow to deactivate/delete exam attempts)	Career Development Center (Learning Center > Learning > Records/Transcript > any transcript)
Manage Features
Manage Menu		Read Only: --- No Access: the role will not have access to the Manage Center button for switching to the backend, nor to the Overview screen in the backend	Frontend, Backend
News Manager		Read Only: the role will not be able to create/edit news articles or news categories No Access: the role will not have access to the News Manager features (News Articles and News Category Configuration)	Backend (Communicate > News Manager: News Articles, News Category Configuration)
Repository Manager		Read Only: the role will not be able to create/edit folders and upload/delete files in the Repository Manager No Access: the role will not have access to the Repository Manager	Backend (Learning > Repository: Repository Manager)
mEKP Administration		Read Only: --- No Access: the role will not have access to the MEKP Adminstration features (mEKP Sync, Properties, mEKP Statistics, License Info, Course Info)	Backend (System > MEKP Administration: mEKP Sync, Properties, mEKP Statistics, License Info, Course Info)
Appraisal Manager		Read Only: the role will not be able to create/edit appraisal templates, appraisal status categories, send a group e-mail or delete appraisals using the Appraisal Manager features No Access: the role will not have access to the Appraisal Manager features	Backend (Talent > Appraisal Manager: Templates, Status Category, Group E-mail, Appraisal Search)
Terms of Use Manager		Read Only: the role will not be able to create/edit terms of use entries No Access: the role will not have access to the Terms of Use Manager	Backend (System > System Support Functions: Terms of Use Manager)
Compliance Analytics
Compliance Analytics		Read Only: --- No Access: the role will not have access to Compliance Analysis	Backend (Talent > Compliance Analytics: Compliance Analysis)
Catalog Manager Features
Catalog Manager (Assessment Workflow Manager, Web Catalogs, and Virtual Classroom Account Setup)		Read Only: the role will not be able to remove indicated interest entries or send mails to participants. The role will also not be able to create/edit assessment workflows, web catalogs or virtual classroom accounts. No Access: the role will not have access to the Indicated Interest Administration, Assessment Workflow Manager, Web Catalogs, and Virtual Classroom Account Setup	Backend (Learning > Catalog General Settings: Assessment Workflow Manager, Web Catalogs, Virtual Classroom Account Setup, Indicated Interest Administration)
Catalog Editor - Module Management		Read Only: the role will not be able to create/modify modules and language bundles for modules in Learning Modules or Catalog Editor. Note: Module deletion is handled specifically by the "Allow course deletes" privilege. No Access: the role will not have access to the Learning Modules area or be able to launch Module/Session Properties from the Teach area.	Catalog Editor, Backend (Learning > Catalog General Settings: Learning Modules), Frontend (Teach > Session Administration > Launch Module/Session Properties)
Catalog Editor - Session Management		Read Only: the role will not be able to add/edit sessions in the Catalog Editor (incl. performing participant-related functions like Transfer Session, etc.) No Access: the role will not have access to the Catalog Editor (even for modules without sessions)	Catalog Editor, Frontend (Teach > Session Administration > Launch Module/Session Properties)
Catalog Configuration		Read Only: the role will not be able to add/edit any categories, subjects, geogr. regions, vendors, and module/session/transcript attributes. Note: There is a distinct role access control for "Transcript Status Manager". No Access: the role will not have access to Categories, Subjects, Course Languages, Geographic Regions, Vendors, Module Attribute Categories, Session Attribute Categories, and Transcript Attribute Categories	Backend (Learning > Catalog Configuration: Categories, Subjects, Course Languages, Geographic Regions, Vendors, Module Attribute Categories, Session Attribute Categories, Transcript Attribute Categories)
Transcript Status Manager		Read Only: the role will not be able to add/edit transcript (sub-)statuses No Access: the role will not have access to the Transcript Status Manager	Backend (Learning > Catalog Configuration: Transcript Status Manager)
Catalog Structure		Read Only: the role will not be able to add/edit/rearrange catalogs and their language bundles No Access: the role will not have access to Catalog List Maintenance	Backend (Learning > Catalog General Settings: Catalog List Maintenance)
Class Resource Manager		Read Only: the role will not be able to add/edit class resources, class resource attributes, training centers, and facilities. No Access: the role will not have access to Class Resources, Class Resource Attributes, Class Resources Calendar, Holiday Calendars, Training Centers, Facilities, and Instructors	Backend (Learning > Class Resource Manager: Class Resources, Class Resource Attributes, Class Resources Calendar, Holiday Calendars, Training Centers, Facilities, Instructors)
Migrate Learning Object ID		No Access: the role will not have access to Migrate Learning Object ID	Backend (Learning > Catalog General Settings: Migrate Learning Object ID)
E-mail Template Editor		Read Only: the role will not be able to add/edit E-mail Templates No Access: the role will not have access to the E-mail Template Editor and will also not be able to select e-mail templates for modules/sessions	Backend (Communicate > Email Manager: E-mail Template Editor), Catalog Editor
Enrollment Policy Editor		Read Only: the role will not be able to add/edit Enrollment Policies No Access: the role will not have access to the Enrollment Policy Editor and will also not be able to select an enrollment policy for modules	Backend (Learning > Enrollment Settings: Enrollment Policy Editor), Catalog Editor
Additional Enrollment Information		Read Only: the role will not be able to add/edit Additional Enrollment Information options No Access: the role will not have access to the Additional Enrollment Information	Backend (Learning > Enrollment Settings: Additional Enrollment Information)
Courseware Editor		Read Only: the role will not be able to add/edit Courseware projects and templates No Access: the role will not have access to the Courseware Listing and Courseware Template Editor	Backend (Learning > Courseware Manager: Courseware Listing, Courseware Template Editor)
View Course Coupon		deprecated feature; retainer for backwards compatibility Note: "Allow course coupon" must be enabled in System Configuration for this setting to have an effect.
Edit Course Coupon		No Access: the role will not have access to Course Coupon in Session Properties Note: "Allow course coupon" must be enabled in System Configuration for this setting to have an effect.	Catalog Editor (Session Properties: Course Coupon)
Auto/Group Enroll		Read Only: the role will not be able to configure auto-enrollments for sessions or to perform a group enroll/withdrawal. No Access: the role will not have access to Auto-Enroll or Group Enroll Note: There is a distinct "Allow Enrollment Override" control for the Group Enroll override option.	Catalog Editor (Session Properties: Auto-Enroll, Group Enroll)
Auto-Enroll Console		Read Only: the role will not be able to edit Auto-Enroll options No Access: the role will not have access to the Auto-Enroll Console, Auto-Enroll User Listing, Auto-Enroll Log, Targeted Courses and Statistics	Backend (Learning > Enrollment Settings: Auto-Enroll Console, Auto-Enroll User Listing, Auto-Enroll Log, Statistics)
Catalog Assignment CSV Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the Catalog Assignment CSV Loader	Backend (Import > Catalog Assignment CSV Loader)
Course CSV Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the Course CSV Loader	Backend (Import > Course CSV Loader)
Program CSV Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the Program CSV Loader	Backend (Import > Program CSV Loader)
External Training CSV Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the External Training CSV Loader	Backend (Import > External Training CSV Loader)
Content Package, AICC Course Structure, Resource, Web Catalogs and PENS Import		Read Only: the role will not be able to import SCORM, AICC or other resources as content for a learning object No Access: the role will not have access to the Import content package, Import AICC course structure, and Import resource area in the backend	Backend (Import > Import Content Package, Import AICC course structure, Import resource), Catalog Editor (Module Properties: Revisions)
Integrated Instructor Calendar		Read Only: --- No Access: the role will not have access to the Integrated Instructor Calendar	Backend (Learning > Class Resource Manager: Integrated Instructor Calendar)
Training Records CSV Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the Training Records CSV Loader	Backend (Import > Training Records CSV Loader)
Equivalency Rule Data Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the Equivalency Rule Data Loader	Backend (Import > Equivalency Rule Data Loader)
Manage Equivalency Rules	Catalog Editor - Module Management	Read Only: the role will not be able to create/edit equivalency rules for modules No Access: the role will not have access to the Manage Equivalency Rules action in Learning Modules	Backend (Catalog General Settings: Learning Modules)
eSignature		Read Only: the role will not be able to edit the eSignature settings for a module No Access: the role will not have access to eSignatures in the Catalog Editor	Catalog Editor (Module Properties: eSignatures)
Checklist Template		Read Only: the role will not be able to create/edit Checklist Templates No Access: the role will not have access to Checklist Template	Backend (Learning > Catalog General Settings: Checklist Template)
Activity Log		No Access: the role will not have access to the Activity Log in the backend	Backend (Learning > Enrollment Settings: Activity Log)
Exam Manager Features
Exam and Question Manager		Read Only: --- No Access: the role will not have access to Exams, Questions, Automatic Exemption Policies and Question Attributes	Backend (Learning > Exam and Question Manager: Exams, Questions, Automatic Exemption Policies, Question Attributes)
Exam Utilities		Read Only: the role will not be able to add/edit exam and question pools. No Access: the role will not have access to Exam Pools Manager and Question Pools Manager	Backend (Learning > Exam Utilities: Exam Pools Manager, Question Pools Manager)
Exams		Read Only: the role will not be able to create, view or edit exams. Note: The "Create New Exam" action is controlled via "Allow Exam Creation". The "Generate Exam Module" action is controlled via "Allow exam generation". The "View" action for exams is controlled via "Display Exam Editor". Read Only for "Exams" restricts the actions within the Exam Editor to Validate, Usage, Exam Participants and Preview Exam. No Access: the role will not have access to Exams.	Backend (Learning > Exam and Question Manager: Exams), Exam Editor
Questions		Read Only: the role will not be able to edit questions. Note: The "Create Question" action is controlled via "Allow Question Creation". No Access: the role will not have access to Questions.	Backend (Learning > Exam and Question Manager: Questions)
Exam Configuration		Read Only: the role will not be able to add/edit Exam Style Sheets No Access: the role will not have access to the Exam Style Sheet Editor	Backend (Learning > Exam Utilities: Exam Style Sheet Editor)
Data Loader		Read Only: the role will not be able to use the data loaders No Access: the role will not have access to the Question CSV Loader and Question QTI Loader	Backend (Learning > Exam Utilities: Question CSV Loader, Question QTI Loader)
Exam Review		No Access: the role will not have access to the exam review page to view the participants' responses	Transcripts (Exam Review)
Allow the user to modify the exam after the end date.		no description available	Backend (Learning > Exam and Question Manager: Exams)
Exam Generator		Read Only: --- No Access: ---	Backend (Learning > Exam and Question Manager: Exams)
Exam Participants Review		No Access: the role will not be able to review exam participants (which would allow to delete/deactivate exam attempts)	Exam Editor, Backend (Learning > Exam and Question Manager: Exams)
Automatic Exemption Policies		Read Only: the role will not be able to add/edit Automatic Exemption Policies No Access: the role will not have access to the Automatic Exemption Policies	Backend (Learning > Exam and Question Manager: Automatic Exemption Policies)
Question Attributes		Read Only: the role will not be able to add/edit Question Attributes No Access: the role will not have access to the Question Attributes	Backend (Learning > Exam and Question Manager: Question Attributes)
User Manager Features
User Manager		Read Only / No Access: the role will not be able to edit the organizational attribute values of org units (even if "Allow Organizational Maintenance" is enabled for the role)	Backend (Users > Group and Organization: Organization Attribute)
Users		Allows to edit a user's Profile and Supervises data. User creation specifically requires the "Allow user creation" privilege. User deletion specifically requires the "Allow user deletes" privilege. Read Only: the role will not be able to create, edit or delete users. Note: The "Create User" action is controlled via "Allow User Creation". The "Delete" action is controlled via "Allow User Deletion". Both Create and Delete require Unrestricted Access to Users. The "Change Status" action is controlled via "Allow User Status Change". The "Reset Password" action is controlled via "Allow User Password Change". No Access: the role will not have access to Users or to the User Editor.	Backend (Users > User Manager: Users), User Editor
Role Permissions		Read Only: the role will not be able to add/edit System Roles No Access: the role will not have access to System Roles	Backend (Users > Roles: System Roles)
User ID Change		No Access: the role will not have access to User ID Migration	Backend (Users > User Manager: User ID Migration)
User Attributes Configuration		Read Only: the role will not be able to configure User Attributes and add/edit User Attribute Extensions. No Access: the role will not have access to User Attribute Configuration and User Attribute Extensions	Backend (Users > User Manager: User Attribute Configuration, User Attribute Extension)
User Data Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the User Data Loader	Backend (Users > User Manager: User Data Loader)
User Profile Data Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the User Profile Data Loader	Backend (Users > User Manager: User Profile Data Loader)
User Groups		Read Only: the role will not be able to add/edit User Groups No Access: the role will not have access to User Groups	Backend (Users > Group and Organization: User Groups)
User Group Data Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the User Group Data Loader	Backend (Users > Group and Organization: User Group Data Loader)
Organization Data Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the Organization Data Loader	Backend (Users > Group and Organization: Organization Data Loader)
Bulk Role Update		No Access: the role will not have access to Bulk Role Update	Backend (Users > Roles: Bulk Role Update)
Role Access Data Loader		Read Only: the role will not be able to use the data loader No Access: the role will not have access to the Role Access Data Loader	Backend (Users > Roles: Role Acess Data Loader)
Report Manager		Read Only: the role will not have access to the Report Listing feature in the User Editor Note: The user still requires permissions to the potentially available reports ("R105", "R106", "R109", "R104", "R401", "R402", "R404", "R406", "R407").	Backend (Users > User Editor > Report Listing)
User Targeting Template Manager		Read Only: the role will not be able to add/edit User Targeting Templates No Access: the role will not have access to User Targeting Templates	Backend (Users > Group and Organization: User Targeting Template Manager)
Community Manager Features
Community Manager		No Access: the role will not have access to Discussion Forum, Chat or Message Board Maintenance	Backend (Communicate > Community Manager: Discussion Forum Maintenance, Message Board Maintenance, Chat Room Maintenance)
Discussion Forum Categories		Read Only: the role will not be able to add/edit forum categories. Note: The ability to create/delete forums or to delete selected topics/messages is controlled via "Allow Forum Moderation". No Access: the role will not have access to Discussion Forum Maintenance	Backend (Communicate > Community Manager: Discussion Forum Maintenance)
Discussion Forums	Allow Forum Moderation	Read Only: the role will not be able to add/edit forums. Note: This role access option has no impact on the frontend functionality (Connect > Forums) No Access: the role will not have access to Discussion Forums. Note: This role access option has no impact on the frontend functionality (Connect > Forums)	Backend (Communicate > Community Manager: Discussion Forums)
Chat		Read Only: the role will not be able to add/edit chat rooms and categories No Access: the role will not have access to Chat Room Maintenance	Backend (Communicate > Community Manager: Chat Room Maintenance)
Message Board		Read Only: the role will not be able to add/edit messages No Access: the role will not have access to Message Board Maintenance	Backend (Communicate > Community Manager: Message Board Maintenance)
Report Categories
Report Manager		Read Only: the role will not be able to create/edit reports with the Report Wizard or to schedule reports No Access: the role will not have access to any reports via the Manage Center, will not be able to use reports created with Report Wizard and will not be able to schedule reports	Backend (Reports > Report Generators: ..., Report Settings: Scheduled Reports, Batch Report)
Report Wizard	Report Manager	Read Only: the role will not be able to create/edit reports with the Report Wizard. Note: Creating reports also requires Unrestricted Access to "Report Manager". No Access: the role will not have access to the Report Wizard	Backend (Reports > Report Generators: Report Wizard)
Organization Reports		No Access: the role will not have access to any Organization Reports (irrespective of Permissions on individual reports)	Backend (Reports > Report Generators: Organization Reports), Frontend (Workspace > Dashboard > My Reports)
Exam/Survey Reports		No Access: the role will not have access to any Exam/Survey Reports (irrespective of Permissions on individual reports)	Backend (Reports > Report Generators: Exam/Survey Reports), Frontend (Workspace > Dashboard > My Reports)
System Reports		No Access: the role will not have access to any System Reports (irrespective of Permissions on individual reports)	Backend (Reports > Report Generators: System Reports), Frontend (Workspace > Dashboard > My Reports)
Course Reports		No Access: the role will not have access to Course Reports	Backend (Reports > Report Generators: Course Reports), Frontend (Workspace > Dashboard > My Reports)
Compliance Reports		No Access: the role will not have access to any Compliance Reports (irrespective of Permissions on individual reports)	Backend (Reports > Report Generators: Compliance Reports), Frontend (Workspace > Dashboard > My Reports)
Certification Reports		No Access: the role will not have access to any Certification Reports (irrespective of Permissions on individual reports)	Backend (Reports > Report Generators: Certification Reports), Frontend (Workspace > Dashboard > My Reports)
Published Customizer Reports		No Access: the role will not have access to Published Customizer Reports. Note: This feature is not available by default and would have to be enabled in ekp.properties	Backend (Reports > Report Generators: Published Customizer Reports)
Report Scheduler	Report Manager	Read Only: the role will not be able schedule reports or to delete schedule created reports. Note: Scheduling reports also requires Unrestricted Access to "Report Manager". No Access: the role will not have access to Scheduled Reports. The role will also not be able to schedule reports	Reports, Backend (Reports > Report Settings: Scheduled Reports),
Competency Manager Features
Competency Manager		Read Only: --- No Access: the role will not have access to Library, Competency Modules, Proficiency Levels, Job Profiles, Assessment Management and User Search	Backend (Talent > Competency Manager)
Competency Assessment Templates		Read Only: the role will not be able to add, edit, clone or delete Assessment Templates No Access: the role will not have access to the Assessment Templates tab	Backend (Talent > Competency Manager: Assessment Management > Assessment Templates)
Competency Library		Read Only: the role will not be able to import or delete Competency Libraries No Access: the role will not have access to the Library tab	Backend (Talent > Competency Manager: Library)
Competency Group Editor	Talent > Competency Models	Read Only: the role will not be able to add/edit Competency/Job Profile Groups or to deassign a competency from a job profile group No Access: the role will not have access to the Competency Group Editor Note: Competency/job profile groups feature must be enabled in System Configuration	Backend (Talent > Competency Manager: Competency Models > Groups)
Profile Auto-Assign Console	Talent > Job Profiles	Read Only: the role will not be able to edit the Profile Auto-Assign Console settings or to use the Auto-Assign User List No Access: the role will not have access to the Profile Auto-Assign Console	Backend (Talent > Competency Manager: Job Profiles > Auto-Assign Console)
Skills Assessment		deprecated feature, retained for backwards compatibility
Competency Data Loader		Read Only: the role will not be able to use the Competency data loader No Access: the role will not have access to the Competency data Loader	Backend (Talent > Competency Manager: Competency Data Loader)
Competency Models		Read Only: the role will not be able to add/edit Competency Models (folders) or Competencies (incl. language bundles). The role will also not be able to map Competency Libraries to Competencies No Access: the role will not have access to the Competency Modules tab and not be able to review the competency links to Job Profiles	Backend (Talent > Competency Manager: Competency Models)
Proficiency Levels		Read Only: the role will not be able to add/edit Proficiency Levels or change the default	Backend (Talent > Competency Manager: Proficiency Levels)
Job Profiles		Read Only: the role will not be able to add/edit Job Profile Catalogs (folders) or Job Profiles (incl. language bundles), The role will also not be able to map competencies to job profiles or to perform a job profile related User Review, Group Assign or Auto-assign. No Access: the role will not have access to the Job Profiles tab and will not be able to map competencies to job profiles	Backend (Talent > Competency Manager: Job Profiles)
Job Profile Data Loader		Read Only: the role will not be able to use the Job Profile data loader No Access: the role will not have access to the Job Profile data Loader	Backend (Talent > Competency Manager: Job Profile Data Loader)
Active Assessments		Read Only: the role will not be able to delete active assessments No Access: the role will not have access to the Active Assessments tab	Backend (Talent > Competency Manager: Assessment Management > Active Assessments)
User Search		No Access: the role will not have access to the User Search tab. The role will also not be able to use the Completed Courses as well as the Job Profile & Competencies search criteria in any User Selector window or in the Job Profile Auto-Assign section or in the Auto-Enrollment section of sessions.	Backend (Talent > Competency Manager: User Search), Backend (Talent > Competency Manager: Job Profiles > Auto-assign), Catalog Editor (Session Properties > Auto-enroll), any User Selector window
Competency Expiry Data Loader		Read Only: the role will not be able to use the Competency Expiry Data Loader No Access: the role will not have access to the Competency Expiry Data Loader	Backend (Talent > Competency Manager: Competency Expiry Data Loader)
Ad-hoc Competency Assessment Data Loader		Read Only: the role will not be able to use the Ad-hoc Competency Assessment Data Loader No Access: the role will not have access to the Ad-hoc Competency Assessment Data Loader	Backend (Talent > Competency Manager: Ad-hoc Competency Assessment Data Loader)
System Administration
System Administration		Read Only: the role will not have access to the RSS Feed List and ID Manager Status No Access: the role will not have access to most of the System section, except for Terms of Use Manager, Compare Languages, Search/Customize Language Strings, XLIFF Import and Export as well as mEKP Sync Properties, mEKP Statistics, License Info and Course Info	Backend (System > System Utilities: Encrypt Password, Replace Domain Text, System > Status and Logs: RSS Feed List, ID Manager Status, System Log, System > Developer Tools: API, Gadgets, System > API Testing: Module API Statistics)
Page Statistics		Read Only: --- No Access: the role will not have access to Page Size Statistics or System Activity Statistics	Backend (System > System Statistics: System Activity Statistics, Page Size Statistics)
Transaction Statistics		Read Only: the role will not be able to write a CSV or to reset statistics. The role will also not be able to perform the Profiler transaction No Access: the role will not have access to Transaction Execution Statistics	Backend (System > System Statistics: Transaction Execution Statistics)
Connection Statistics		Read Only: --- No Access: the role will not have access to the Connection Statistics	Backend (System > System Statistics: Connection Statistics)
Cache Statistics		Read Only: the role will not be able to clear Object Caches No Access: the role will not have access to Object Cache Statistics	Backend (System > System Statistics: Object Cache Statistics)
User Sessions		Read Only: --- No Access: the role will not have access to Connection Statistics	Backend (System > Status and Logs: User Sessions)
Access Violations		Read Only: --- No Access: the role will not have access to Acces Violation Report	Backend (System > Status and Logs: Access Violation Report)
Screen Layout Manager		Read Only: the role will not be able to add/edit Screen Layouts No Access: the role will not have access to the Screen Layout Manager	Backend (System > General Settings: Screen Layout Manager)
System Configuration		Read Only: the role will not be able to edit the System Configuration No Access: the role will not have access to the System Configuration	Backend (System > General Settings: System Configuration)
Broadcast Messenger		Read Only: the role will not be able to edit a Broadcast Message No Access: the role will not have access to the Broadcast Messenger	Backend (Communicate > Broadcast Messenger)
Database Object Statistics		Read Only: the role will not be able to perform a Database Cleanup No Access: the role will not have access to the Database Object Statistics	Backend (System > System Statistics: Database Object Statistics)
Switch User		No Access: the role will not have access to the Switch User function. Note: The Switch User feature must be enabled on the system for this role access control	Backend (User > User Manager: Switch User)
Home Page Manager		No Access: the role will not have access to the Home Page Manager	Backend (System > General Settings: Home Page Manager)
Content Server Configuration		Read Only: --- No Access: the role will not have access to Content Server Configuration	Backend (System > General Settings: Content Server Configuration)
Login Reminder		Read Only: the role will not be able to edit the Login Reminder settings No Access: the role will not have access to the Login Reminder settings	Backend (System > System Support Functions: Login Reminder)
Background Task Monitor		Read Only: --- No Access: the role will not have access to the Background Task Monitor	Backend (System > Status and Logs: Background Task Monitor)
System Language Activation		Read Only: the role will not be able to edit the System Language settings No Access: the role will not have access to the System Language settings	Backend (System > General Settings: System Language Activation)
HTML Widgets		No Access: the role will not be able to add/edit HTML Widgets	Backend (System > General Settings: HTML Widgets)
Payment Manager
Payment Manager		Read Only: the role will not be able to add/edit Payment Plans or add/edit Optional Payment Items No Access: the role will not have access to Payment Plans or Optional Payment Items	Backend (Learning > Payment Manager: Payment Plans), Backend (Learning > Payment Manager: Optional Payment Items)
Payment History		Read Only: --- No Access: the role will not have access to the Payment History	Backend (Learning > Payment Manager: Payment History)
Cost Accounting		Read Only: the role will not be able to add/edit Cost Accounting Categories add/edit Cost Accounting Information in Session Properties No Access: the role will not have access to Cost Accounting Categories and Cost Accounting Information in Session Properties	Backend (Learning > Payment Manager: Cost Accounting Categories), Catalog Editor (Session Properties: Cost Accounting Information)
Token Packages		Read Only: the role will not be able to add/edit Token Packages No Access: the role will not have access to Token Packages and cannot purchase additional token packages for his account	Backend (Learning > Payment Manager: Token Package), Frontend (Workspace > Enrollment Approval)
Organization Token Accounts		Read Only: the role will not be able to add/edit Organization Token Accounts No Access: the role will not have access to Organization Token Accounts	Backend (Learning > Payment Manager: Organization Token Accounts)
Token Account Data Loader		Read Only: the role will not be able to use the Token Account Data Loader No Access: the role will not have access to the Token Account Data Loader Note: The "Initialize" and "Delete" Actions require Unrestricted Access to "Organization Token Accounts" feature. The "Add" Action requires "Allow Token Manual Adjustment" feature to be enabled for this role.	Backend (Learning > Payment Manager: Token Account Data Loader)
Certification Manager
Certifications		Read Only: the role will not be able to add/edit Certifications No Access: the role will not have access to Certifications	Backend (Learning > Certification Manager: Certifications)
Certification Utilities		Read Only: the role will not be able to add/edit Certification Pools and Certification Types No Access: the role will not have access to Certification Pools and Certification Types	Backend (Learning > Certification Manager: Certification Pools), Backend (Learning > Certification Manager: Certification Types)
Certification Awarding CSV Loader		Read Only: the role will not be able to use the Certification Awarding CSV Loader No Access: the role will not have access to the Certification Awarding CSV Loader	Backend (Learning > Certification Manager: Certifications Awarding CSV Loader)
Certifications Review		Read Only: the role will not be able to remove awarded certificate records from user No Access: the role will not have access to Certifications Review	Backend (Learning > Certification Manager: Certifications Review)
Certificate Award Attributes		Read Only: the role will not be able to add/edit Certificate Award Attributes No Access: the role will not have access to the Certificate Award Attributes	Backend (Learning > Certification Manager: Certificate Award Attributes)
Goals
Goal Programs		Read Only: the role will not be able to add/edit Goal Programs No Access: the role will not have access to Goal Programs	Backend (Talent > Goal Manager: Goal Programs)
Goal Templates		Read Only: the role will not be able to add/edit Goal Templates No Access: the role will not have access to Goal Templates	Backend (Talent > Goal Manager: Goal Templates)

Highest Organization Level Visible		A Restricted setting only permits access to data at the (typically) organization, country or department levels to which the user belongs. An Unlimited setting allows access to data from other organizations/countries/departments to be accessed. These settings will affect the options available to the user in areas such as reviewing, reporting and administering user records. For example, if you set Level1 (typically Organization) access to Restricted, the role will only have review access to users within his/her own organization (via the Organization Review screen). Furthermore, in the User Editor and the Organization Maintenance screen of the User Editor the role will only be able to access data for his/her own organization. Note that in addition to the above, the User Editor has a Supervises tab that allows a particular person to be allocated specific sets of departments for review.	Various Screens
Home Page Templates		Allows to determine the Home Page Template for this role when assigned to users as the primary role.	Home Page
Title and ID Format		Allows to change the display format for module titles to optionally display the module ID as before or after the module title on every screen in frontend and backend	Various Screens
Account Display Format	Review Submenu > Review Accounts	Allows to change the format for the Accounts table to either Detailed or Summary format.	Career Development Center (Learning Center > Learning Center > Accounts)
Role General Permissions (effects of "yes")
Allow Look and Feel Change	Personalization > User Preferences	Read Only: the role will be able to change his/her skin in User Preferences	Frontend (Profile icon > User Preferences)
Allow Admin Online Help		Read Only: the role will be directed to …/EKPUser.htm when clicking on Help No Access: the role will be directed to …/EKP.htm when clicking on Help	Frontend (Help icon/button)
Allow Organization Maintenance		Read Only: the role will be able to view/add/edit organizations. In combination with unrestricted access to "User Manager", this feature allows to edit the organizational attribute values of org units.	Backend (Users > Group and Organization: Organization Maintenance)
Allow Global Upload Maintenance		Read Only: the role will be able to view/delete logs files/error records of dataloader files uploaded by other users or to delete uploaded homework files	All dataloader screens, Knowledge Center (File Share Area)
Allow Course Deletes	Catalog Manager > Catalog Editor - Module Management	Read Only: the role will be able to delete courses in the Catalog Editor. Note: Access to this feature should be granted with care because a course delete removes all course-related information (incl. transcripts) from the system forever.	Backend (Learning > Catalog General Settings: Catalog Editor)
Allow User Deletes	User Manager > Users	Read Only: the role will be able to delete users	Backend (Users > User Manager: Users)
Allow User Creation	User Manager > Users	Read Only: in combination with unrestricted access to "Users", the role will be able to create users	Backend (Users > User Manager: Users)
Allow User Status Change	User Manager > Users	Read Only: the role will be able to change a user status directly from the Users listing screen	Backend (Users > User Manager: Users)
Allow User Password Change	User Manager > Users	Read Only: the role will be able to reset a user password directly from the Users listing screen	Backend (Users > User Manager: Users)
Allow Attachment in New Mail Form		Read Only: the role will be able to attach files when sending e-mails to participants	Catalog Editor (Session Properties: Participants > Send E-Mail)
Allow Enrollment Override	Catalog Manager > Catalog Editor - Session Management	Read Only: the role will be able to use the override feature in Group Enrollment	Catalog Editor (Session Properties: Group Enroll)
Allow Question Creation	Exam Manager > Exam and Question Manager, Questions	Read Only: the role will be able to create questions	Backend (Learning > Exam and Question Manager: Questions)
Allow Question Review	Exam Manager > Exam and Question Manager, Questions	Read Only: the role will be able to change a question status to "Under Review" or "Reviewed" Note: System Configuration "Question Approval Mode" must be enabled.	Backend (Learning > Exam and Question Manager: Questions > Question Editor > Preview/Approval)
Allow Question Approval	Exam Manager > Exam and Question Manager, Questions	Read Only: the role will be able to change a question status to "Under Review", "Reviewed", "Approved" or "Retired" Note: System Configuration "Question Approval Mode" must be enabled.	Backend (Learning > Exam and Question Manager: Questions > Question Editor > Preview/Approval)
Allow Question Open for Editing	Exam Manager > Exam and Question Manager, Questions	Read Only: the role will be able to change a question status back to "Work in Progress" in order to reopen the question for editing Note: System Configuration "Question Approval Mode" must be enabled.	Backend (Learning > Exam and Question Manager: Questions > Question Editor > Preview/Approval)
Allow Exam Creation	Exam Manager > Exam and Question Manager, Exams	Read Only: in combination with Unrestricted Access to Exams, the role will be able to create new exams.	Backend (Learning > Exam and Question Manager: Exams)
Allow Exam Generation	Exam Manager > Exam and Question Manager	Read Only: the role will be able to generate exam modules from exams	Backend (Learning > Exam and Question Manager: Exams)
Allow Exam Grading	Review Submenu > Review Records/Transcript	Read Only: In combination with Reviewer Permissions for the exam (Unrestricted Access) and the Exam Pool (Unrestricted Access), this role will be able to change the score that a user has originally achieved for answering a question.	Transcripts (Exam Review > Review Exam Responses > [Question] > Grade This Question)
Allow Exam Instance Manager	Exam Manager > Exam and Question Manager, Exams	Read Only: this role will be able to generate new exam instances from an exam (template)	Exam Editor (Manage/generate instance)
Allow Exam Instance Deletion	Exam Manager > Exam and Question Manager, Exams	Read Only: this role will be able to delete exam attempts (rather than just deactivate attempts)	Exam Editor (Exam Participants Review)
Display Exam Editor	Exam Manager > Exam and Question Manager	Read Only: this role will be able to access the Exam Participants Review page from the Exam and Question Manager even if this role is not allowed to otherwise edit the exam	Backend (Learning > Exam and Question Manager: Exams)
Display Exam Password		Read Only: this role will be able to see the exam password in the Exam Schedule screen
Is External Question Approver	Exam Manager > Exam and Question Manager, Questions	Read Only: this role will be restricted to view the Preview/Approval tab ONLY in the Questions Editor.	Question Editor (Preview/Approval)
Allow Question Approval Override	Exam Manager > Exam and Question Manager, Questions	Read Only: this role will be able to override the question approval workflow and directly set a "work in progress" question to "approved". Note: This feature only applies when question approval workflow is enabled in System Configuration	Question Editor (Preview/Approval)
Allow Forum Moderation	Communicate > Forum	Read Only: this role will be able to add/delete forums or remove forum messages	Frontend (Connect > Forums)
Allow Global Approval	Review Submenu > Enrollment Approval, Withdrawal Approval	Read Only: this role will be able to approve/deny enrollment and withdrawal approval requests (in addition to the original approver) for any user within their organizational view	Frontend (Workspace > Enrollment Approval), Frontend (Workspace > Withdrawal Approval)
Allow Exam Remedial Training Comments	Review Submenu > Review Records/Transcript	Read Only: this role will be able to change the exam status of a user's exam attempt and enter remedial training comments	Transcripts (Exam Review > Change exam status)
Allow Bulk Session Status Update	Review > Instructor	Read Only: this role will be able to change the session status for multiple sessions at once	Frontend (Teach)
Show Tokens Tab		Read Only: this role will have access to the Tokens screen to review the token balance and purchase more tokens	Frontend (Learning Center > Token)
Show Only Top Level Learning Objects in Enrolled Learning Modules		client-specific feature, retained for backwards compatibility (ZD#36678)
Allow Token Manual Adjustment	User Management > Organization Token Accounts, User Editor	Read Only: this role will be able to change the token value (and expiry date) of a user's and of an organization's Token Account	Backend (Learning > Payment Manager: Organization Token Accounts), Backend (User Editor > Accounts)
Allow User Editor Group View	User Management > Users	Read Only: this role will be able to view (and hence access in the User Editor) all members of an accessible User Group even if these users are not within the role's organizational view	User Editor
Is Organizational External Training Approver	Review > Ext. Training Approval	Read Only: this role will be able to approve/deny external trainings for anyone in his organizational view. Normally, such external training requests are accessible for direct appraisers only.	Frontend (Workspace > External Course Approval)
Allow User Appraisal Administration	Review Subment > Career Development Center, Performance Appraisal	Read Only: this role will be able to delete a user's current performance appraisal, re-open the last completed appraisal (if no current appraisal exists) or to change the status and reviewer of the current appraisal.	Career Development Center (Career Center > Performance Review)
Allow Review Employee All User Appraisals	Review Subment > Career Development Center, Performance Appraisal	Read Only: this role will be able to review all performance appraisals (rather than only appraisals in which he is reviewer).	Frontend (Workspace > Appraisal Review)
Show Biographies and Activities of Other Users in the Same Learning Group	Learn > Knowledge Center, Catalog Manager > Class Resource Manager	Read Only: this role will see the recent activities and have access to the profile summary of users that belong to the role's learning group. The role will also have access to the profile summary of instructors ("Instructor Info").	Knowledge Center (Learning Group > View Profile), Home Page, Backend (Learning > Class Resource Manager: Instructors > ... > View Profile)
Allow Assessment Deployment	Review > Organization / Direct Appraiser / Group Review	Read Only: this role will be able to deploy a Competency Assessment for a user.	Frontend (Workspace > Review)
Allow Unrestricted Delegation		Read Only: this role will be able to delegate authority for approval requests to someone else for a certain period of time, i.e. granting someone the right to switch to his user account. Note: The Switch User feature must be enabled for the system.	Frontend (Workspace > Enrollment Approval), Frontend (Workspace > Withdrawal Approval)
Allow 9-Box Report Deployment	Review > Organization / Direct Appraiser / Group Review	Read Only: this role will be able to deploy a 9-Box Report for a user with completed performance appraisals	Frontend (Workspace > Review)
Allow Full Organization View of Participants	Catalog Manager > Catalog Editor - Session Management	Read Only: this role will be able to see all participants of a course, beyond his organizational view	Catalog Editor (Session Properties: Participants)
Allow Skillsoft (OLSA) Search	Explore > Catalog Browser	Read Only: this role will have access to learning objects from Skillsoft in his search results	Frontend (Learning Space > Browse Catalog), Frontend (Learning Space > Search Catalog)
Allow Global Homework Files Access	Learn > Knowledge Center	Read Only: the role will have access to the Knowledge Center File Share Area (which is normally restricted to the instructors of the course)	Knowledge Center (File Share Area)
OWASP Restrictions Override		Read Only: this role will be able to bypass the HTML Sanitizer system configuration which (if enabled) would disallow entering form-based data containing HTML and JavaScript	any text area
Allow Custom Language String Editing		Read Only: this role will have access to Search/Customize Language Strings in order to add/edit custom labels	Backend (System > System Utilities: Search/Customize Language Strings)
Display Details, Progress, and Course Interactions when Reviewing Learner Transcript Detail	Review Submenu > Review Records/Transcripts	Read Only: this role will be able to bypass the normal transcript viewing restrictions when reviewing users' transcripts	Transcripts
Disable Smartphone UI		Read Only: this role will be able to bypass the normal "mobile view" for smartphone use of the system
Limit Catalog Administration Privileges	Catalog Manager > Catalog Editor - Module Management	Read Only: this role will be restricted to create ONLY modules of type "classroom"	Backend (Learning > Catalog Editor)
Import and Export XLIFF files		Read Only: this role will have access to the XLIFF Import/Export feature	Backend (System > System Utilities: XLIFF Import/Export)
User and Organization Visibility Report Wizard Filter	Report Categories > Report Manager, Report Wizard	Read Only: the role will be able to change the User and Organization Visibility filter criteria setting in the Report Wizard from 'Users and Organizations filtered based on User executing the report' to 'Users and Organizations filtered based on Report Owner'	Backend (Reports > Report Generators: Report Wizard)
Allow session level reference resource upload from Teach	Review > Instructor	Read Only: the role will be able to attach reference resources to classroom sessions without requiring backend access to the Catalog Editor.	Frontend (Teach)
Privilege Level		Privilege Levels allow you to specify the relative hierarchy among different user roles with 0 being the lowest setting and 9 being the highest except for System Administrators who have a privilege level setting of 10 by default. These numbers are themselves arbitrary within NetDimensions Performance, and are only meaningful in relation to each other. These privilege levels work in conjunction with other access rights. A user can make role assignment changes to users (e.g. in the User Editor) with lower privilege levels but cannot make role changes to another user whose privilege level exceeds his own. This is intended to prevent local administrators who have access to the User Editor from bumping up their role assignment (or someone who reports to them) to gain new system privileges that they should not have. For instance, a user can create users whose privilege levels are lower than his/her own or change the role of another user (again, whose privilege level is below the first users) but the new privilege level must be lower than the first user's own privilege level. This option is useful for setting up hierarchies of roles where, say Privilege Level 1 is a typical user, Privilege Level 5 is a Local Administrator and 10 is the Global Administrator.

Role Access Configuration

Learn Features

Explore Features

Communicate Features

Personalization Features

Other Menus

Review Features

Review Submenu Features

Manage Features

Compliance Analytics

Catalog Manager Features

Exam Manager Features

User Manager Features

Community Manager Features

Report Categories

Competency Manager Features

System Administration

Payment Manager

Certification Manager

Goals

Role General Permissions (effects of "yes")

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