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 four 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 setup, 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 the 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 either the UG Admin Permission Templates tab or the Sub Admin Permission Templates tab.
3. Click Add. The LMS displays a pop-up window displaying all selectable permissions.
4. Enter the Title of the template.
5. Click each check box for the permissions being authorized.
6. Click Save.
7. Click OK.

Edit

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

Delete

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

Copy

1. From Admin Navigation, click Permissions.
2. Click either the UG Admin Permission Templates tab or the Sub Admin Permission Templates tab.
3. Select the template from the list displayed.
4. Click Copy. The LMS displays the template showing all selected permissions.
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 Always On for Users, but Off by Default are selected for all the actions under Users, the administrator can only view users that are in their group. They cannot perform any actions.