Permissions are established within the roles to grant specific access, visibility, or functionality to modules and/or specific features within the program. Permissions can only be assigned to Roles, and not to specific users.

Managing permissions allow you to maintain control over who can and cannot make changes in the system.

Since Permissions can only be assigned to Roles, and not to specific users, you can use the Roles and Permissions categories to create new Roles as needed, as specify what permissions you want that Role to have. Then you can assign specific users to that Role, thus providing them with those Permissions.

By the end of this module, you will be able to...

Key to Role Permissions

Coaching

Coaching and Simulation Permissions provides access to coaching and simulation features, including the ability to take simulations and access scenarios and users within the simulator.

Assign Coaching Activities

Permission to assign coaching activities, both in the coaching tab and simulator, requires the 'assign coaching activities' permission and this permission also provides visibility of coaching activity on the home dashboard.

Simulator

Permission to create or import Simulations

Manage Users allows adding, deactivating, updating roles, or creating new roles for users.

Manage Users

1 - Settings

2 - Users

Add User

View New User with the Assigned Shift

Select Export

Access Downloads

Open spreadsheet

Success message

Import User List

Click Drag a file here or click to select a file

Navigate to, and Select file

Select Default Role to be assigned to all imported users

Select Default Role using dropdown arrows

Click Next

Select Role in the Import Options step

View New Role and Options (Edit, Delete)

Select Edit Pencil

Role Permissions have been updated

Types of Access to Events

Key to Role Permissions

Permission to Browse Events allows you to see the list but not Permitted to Open and see Event Details.

View All Events allows you to open Event details.