Admins
Roles and access
Built-in roles, the full permission catalog, and custom roles.
Open Admin → Roles & access. Editing roles requires Manage people (people:write). Each role row shows its key, how many people hold it, and its permissions.
Built-in roles
| Role | Permissions |
|---|---|
| Learner | View assignments only — complete assigned work |
| Manager | View + manage assignments, view people, approve forms, review proofs, view reports |
| Admin | Everything except proof review — people, locations, settings, content, publishing, Forge, assignments, reports, form approval |
Franchise-mode organizations also get Network Admin (full admin plus proof review, across the network) and Franchisee Admin (admin minus content editing, publishing, settings, and Forge). Built-in roles can be edited (Edit access) but the Learner, Admin, and Manager roles cannot be deleted.
The permission catalog
| Permission | Label | What it unlocks |
|---|---|---|
people:read |
View people | See the member list; shows the Admin nav |
people:write |
Manage people | Invite, edit roles/status/location, manage roles |
location:read |
View locations | See locations |
location:write |
Manage locations | Add locations; shows the Admin nav |
assign:read |
View assignments | See and complete your own assigned work (every learner has this) |
assign:create |
Create assignments | Use Assign on Studio content |
assign:manage |
Manage assignments | See managed assignments and all readiness reports |
content:read |
View content | Read Studio content; export SCORM |
content:write |
Edit content | Create and edit courses, programs, documents, forms, proof gates; import SCORM |
content:publish |
Publish content | Publish any content type; list courses in the catalog |
forge:run |
Run Forge | Create and manage Forge ingest jobs |
forge:publish |
Publish Forge | Approve, reject, and publish Forge drafts |
forms:approve |
Approve forms | See and act on the form approval queue |
proof:review |
Review proofs | See and act on the proof review queue |
reports:read |
View reports | Document coverage, form CSV export, network rollup |
settings:write |
Org settings | Branding, organization mode, integrations; shows the Admin nav |
The Admin nav item in the learner app appears for anyone holding people:read, people:write, settings:write, or location:write. Studio access requires at least one Studio-relevant permission — see Cannot open Studio.
Create a custom role
- Under Create custom role, enter a Key — lowercase letters, numbers, and underscores, starting with a letter (for example
shift_lead). - Enter a display Name (for example *Shift lead*).
- Tick the permissions the role should grant.
- Choose Create role.
The keys learner, tenant_admin, manager, network_admin, and franchisee_admin are reserved — you will see That role key is reserved if you try to reuse one. A custom role can only be deleted after it is removed from every member (Remove this role from all people first).