Permission Types determine which features a user has access to in the platform, whether from the user or the admin dashboard.
With user permission, one can only view a specific feature from the user dashboard.
With admin permission, one can only view a specific feature from the admin dashboard.
With both enabled, you can see the feature from both views.
In this article, you'll find the information you need to know before making changes to your permissions, as well as an overview with a brief explanation of what the different settings and features in Permission Types do.
Why use Permission Types?
Managers might not need to be able to create a module in the same way that the Content Creator doesn't need to know which users completed which modules, and so on. Besides providing users with manageable dashboards by eliminating features they don't need to access, other reasons could be GDPR-related or similar. Now it is time for what you have been waiting for - an overview of all the features explained. Enjoy!
Permission Overview
Now it is time for you to discover permissions in the overview!
Check the overview tables for each package to explore the available features and settings.
To find information on a specific one, you can use your browser's search function to find it easily.
| User | Admin |
Organisation | Not selectable. | Access to edit in the organisation (departments, job profile and permission types). You also get to choose if they should be able to change your communication settings. If enabled on a permission, then these users can make edits to your user dashboard. |
User management | Not selectable. | Besides editing, creating and deleting new users, you can also enable the ability to export user data to Excel files. The permission also allows you to upload users via import files. |
Not selectable. | Create and edit modules. | |
Users can attend and view events they are invited to. | Create and edit events. | |
Documents | View the documents shared with them. | Share documents with users. |
Achievements | By enabling this one, users can view their own learning journey. This means they can see their medals and certificates, but also streaks, how many modules and learning paths they have completed, and they can compare themself with departments, job profiles and the organisation. | Here an admin gets to do the same thing as the user, but they can also view the achievements of all the users below you in the waterfall structure. |
Users can see the learning paths which have been shared with them. | The admin can create, edit, delete, and view learning paths depending on which boxes you mark. | |
Not selectable. | Set up and manage your platform's design, including the logo, colors, themes and fonts. | |
Not selectable. | Access to see and edit your integrations to the platform. | |
Not selectable. | Again you can customise exactly what you want the admin to do in the boxes that appear when the feature is enabled. Besides editing the sharings, admins can also manage which users will receive the sharings. | |
Managers with a user profile can access the My team feature from their user dashboard. Here, hey can view their team’s learning progress, send reminders, and take action on pending items -such as approving enrolments, reviewing written answers, and completing On-the-Job Training steps. | Approve written answers, mark learning as completed on behalf of users and access manager-driven modules. | |
Enabled here will give users access to interact with each other via feed. | Not viewable from the admin side despite it being enabled. | |
Not selectable. | View and buy ready-made learning suitable for most companies. | |
Not selectable. | Export module text for translation and import the translated content back into the module. | |
See and practice "explorable" learning. | Choose which learning paths the users can explore. | |
Auto Translator | Not selectable. | Automatically translate your content into multiple languages with just a few clicks. |
Not selectable. | Use AI assistance to help write content directly within each module slide. Utilize the text-to-speech feature through Immersive Reader. | |
Not selectable. | Find analytics on scores and completion rates - with the learners in focus. | |
Not selectable. | Find analytics on completion measured on content. | |
Not selectable. | Create and assign skills to a learning path. | |
Not selectable. | Create long-term development plans by adding it to their learner journey. | |
Multi Tenant | Not selectable. |
|
Knowbot | Access a built-in AI assistant that provides instant answers based on your company’s uploaded manuals and policies. Users can search for information directly from their dashboard. | Upload, manage, and train Knowbot with your organization's materials. |
On-the-Job Training (OJT) | Not selectable. | Create and manage OJT Modules that require real-world task completion. Assign managers or supervisors to verify performance and approve progress before learners continue on their path. |
Not selectable. | Enable managers or admins to assess, verify, and update employee skill levels directly from user profiles. | |
Not selectable. | Create and manage checklists that can be assigned within learning journeys. | |
Activity plans | Not selectable. | Create and manage activity plans that can be assigned within learning journeys. |
Not selectable. | Use artificial intelligence in order to create modules easily. This is an add on feature. | |
Users with this access can assign skills to themselves via their user profile. | Not selectable. | |
Gives access to view the certificates the user themself has gained. | This is also a permission you can customise by setting a checkmark in the different settings that unlock once you unlock the admin permission. This is very useful, if you e.g. want managers to have access to the overview, but avoid them editing or deleting anything. | |
Not selectable. | Choose you to give access to circles, and specify what parts of the feature users with this permission should get access to. For example, if they can view history log, delete circles, etc. | |
Custom Fields | Not selectable. | Admins with this access can create custom fields and decide how they are mapped. |
User Group Explore | Not selectable. | This gives access to add content to the recommended explore in a Circle. |
User Group Skills | Not selectable. | This gives access to set target Skills in a Circle. |
You may not have all the same options as described in the overview, which could be due to it not being part of your platform. If you see any that you'd like to know more about, you can reach out to support or your CSM.
Good to know💭 In your permission types, you can also find Access Control and User Access. To read more on either of these, click the blue links.
Setting up specific roles
Platforms created after August 2024 will have a few default permissions pre-made on them. They are made based on commonly used permissions by others.
Overview:
Owner (Previously Administrator): The main point of contact with Learningbank, with full platform access and management capabilities.
This includes:Receiving product updates.
Platform announcements.
Billing information.
Becoming Learningbank's primary contact.
Manager: Oversees teams and approves content and events.
Content Creator: Creates and edits modules, events, learning paths, and skills.
User: Retains access to learning materials as usual.
Manager, Content Creator, and User are editable to fit your needs.
In case you need assistance on setting up permission for yourself, you'll find a few examples below, including a short description of why they are set up as is.
🎨 Content Creator
Focus: Creating and managing learning content.
🎤 Event facilitator:
Focus: Managing event-related areas.
🛠️ Administrator:
Focus: Full platform oversight.
👩🎓User
Focus: Accessing learning content and progressing development.
