Permissions Tab

TraCorp LMS Quick Reference Guide (QRG)

Audience: Main Admin

Overview

This QRG explains the Permissions tab, which allows a Main Admin 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.

Note: There are additional actions under each category that can be set individually. For example, under Emails, the following options can be set individually:

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

Set Global Permissions

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

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

Permission Templates

Add

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

Edit

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

Delete

1. From Admin Navigation, click Permissions.
2. Click Permission Templates.
3. Select the template for the list displayed.
4. Click Delete.
5. Click Yes.

Copy

1. From Admin Navigation, click Permissions.
2. Click Permission Templates.
3. Select the template from the list displayed.
4. Click Copy. The LMS displays the template showing all the permissions you selected.
5. Enter a new Title for the template.
6. Update the template as needed.
7. Click Save.
8. 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.