Permissions Tab Quick Reference Guide

Audience: Main Admin

Overview

The Permissions tab allows you to set LMS permissions for Sub Administration and User Group Administration at a granular level by category, such as Users, User Groups, Content, Reports, etc. These permissions grant administrators the authority to add/change/delete within the LMS or to set up specific LMS features/functions.

Enabled Permissions Required to Complete the Following Steps

Main Administrators are the only role that has access to the Permissions tab. By default, Main Administrators can add/change/delete and set up features/functions across the LMS platform.

Sub Administrators and User Group Administrators are not authorized to access Permissions.

Permissions Overview

There are three tabs under Permissions.

Tab	Description	Categories
User Group Administration	This tab allows you to set permissions (global settings) for User Group Administrators. Permissions are set by selecting one of the following options from each permission’s drop-down menu: Always On Always Off On by default Off by default Always On and Always Off cannot be overridden in a Permission Template.	For example, you can set permissions for: Users User Groups Content Emails News & Updates Campaigns Programs Cont. Edu. Units Badges Dashboard Site Tours Admin Tools (limited) Reports
Sub Administration	This tab allows you to set permissions (global settings) for Sub Administrators. Permissions are set by selecting one of the following options from each permission’s drop-down menu: Always On Always Off On by default Off by default Always On and Always Off cannot be overridden in a Permission Template.	For example, you can set permissions for: Users User Groups Content Emails News & Updates Campaigns Programs Cont. Edu. Units Badges Dashboard Site Tours Admin Tools (limited) Reports General Settings
Permission Templates	This tab allows you to customize permissions by unique users or groups of users. You can add a Permission Templates that sets the authority for various components of the LMS by clicking the appropriate check boxes. Custom templates can be overridden by the global settings in the User Group Administration and Sub Administration tabs. A check box will be disabled if the global setting for the permission is either Always On or Always Off.	For example, you can set permissions for: Users User Groups Content Emails News & Updates Campaigns Programs Cont. Edu. Units Badges Dashboard Site Tours Admin Tools (limited) Reports

Note: There are additional actions under each category that can be set individually. For example, Under Emails, you can set individually:

Email templates
Distribution Lists
Send Email
User Emails
Email History
Pending Emails

Steps to Set Global Permissions

During the LMS set up, Permissions are set to default values for User Group Administration and Sub Administration.

From Admin Navigation, click Permissions.
Click either the User Group Administration tab or the Sub Administration tab.
Review each setting to determine if it is set correctly for your organization.
Use the drop-down menus to change the settings as needed.
Click Save.
Click OK.

Steps for Permission Templates

Add

From Admin Navigation, click Permissions.
Click Permission Templates.
Click Add. The LMS displays a pop-up window showing all the permissions you can select.
Enter the Title of the template.
Click each check box for the permission you are authorizing.
Click Save.
Click OK.

Edit

From Admin Navigation, click Permissions.
Click Permission Templates.
Select the template from the list displayed.
Click Edit. The LMS displays the template showing all the permissions you selected.
Update the template as needed.
Click Save.
Click OK.

Delete

From Admin Navigation, click Permissions.
Click Permission Templates.
Select the template for the list displayed.
Click Delete.
Click Yes.

Copy

From Admin Navigation, click Permissions.
Click Permission Templates.
Select the template from the list displayed.
Click Copy. The LMS displays the template showing all the permissions you selected.
Enter a new Title for the template.
Update the template as needed.
Click Save.
Click OK.

Best Practices

Permissions for Sub Administrators and User Group Administrators can also be changed at the individual level through the Users tab. Click Edit then Permissions.

The global setting must be On By Default or Off By Default to change permissions in a Permissions Template.

Always check permissions if an administrator is unable to complete a task. For example, if you select Always On for Users, but Off by Default for all the actions under Users, the administrator can only view users that are in their group. They cannot perform any actions.

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