User Roles in Firmwater LMS

Roles are aggregate containers of permissions that are granted to users, bestowing a number of privileges all at once.  A user's role also defines her scope within the system with regards to the set of other users she is permitted to see and modify.

Each user is assigned a role when she is created.  The user's role can be changed from the Edit Profile page.

Roles

There are currently nine roles in the system: five predefined roles and four reports only roles.  In order of increasing scope and privilege, the predefined roles are:
  • Student
  • Local Administrator
  • Multiple Location Administrator
  • Licensee Administrator
  • Master Administrator
The reports only roles have the same scope as their similarly-named counterparts but only provide administrative access to the 'Reports' tab:
  • Local Administrator (Reports Only)
  • Multiple Location Administrator (Reports Only)
  • Licensee Administrator (Reports Only)
  • Master Administrator (Reports Only)
Not all roles may be available in your organization.  The available list depends on the configuration of the organization.  The following conditions must be met for the roles to show:

Role Conditions
Student -no conditions-
Local Administrator Locations must be enabled.
Multiple Location Administrator Location Hierarchies must be enabled.
Licensee Administrator -no conditions-
Master Administrator Organization must have clients or the ability to add clients.

The list of roles shown on the Edit Profile page is restricted to those equal to or lower than your own role.  Therefore, you may only create new users or change existing users' profiles such that they have a role equal to or lower than your own role.

Note that you are not able to edit the profiles of users that have a higher role than yours.

Scope

Roles define the set of users that a user can see and modify, or their scope.  A user's scope limits her access throughout the system, including the data output in reports generated.

The defined roles have the following scope:

Role Scope
Student Can only see own information.  No access to other users.
Local Administrator Can see information only for users within the same location as own.
Multiple Location Administrator Can see information for users within the same location and any descendant locations of own location.  For example, if the administrator is assigned to a region, she is able to see all users at all sites for that region.
Licensee Administrator Can see information for all users within the administrator's organization.
Master Administrator Can see all users within own organization and any clients.

Privileges

Roles also define the privileges available to a user.  The defined roles have the following privileges:

Miscellaneous

Privilege Student Local Administrator Multiple Location Administrator Licensee Administrator Master Administrator
View my profile
Edit my profile
Change my password
View my certifications
View my transactions

Training

Privilege Student Local Administrator Multiple Location Administrator Licensee Administrator Master Administrator
View training plan
View completed activities
View activity summary
Launch content
View attempts history
View assessment results
View activities available for self-registration
View events available for self-registration
View self-registrable activity details
Register for activity

Managing Organization Settings

Privilege Student Local Administrator Multiple Location Administrator Licensee Administrator Master Administrator
Edit general settings
      
Edit accounts and access
      
Edit support and email settings
      
Add a location level
      
View location levels
      
Edit location level information
      
Delete location level
      
Add a location
      
View locations list
      
Edit location information
      
Delete location
      
Add a department
      
View departments list
      
Edit department information
      
Delete department
      
Add a job title
      
View job titles list
      
Edit job title information
      
Delete job title
      
Add a certification
      
View certifications list
      
Edit certification information
      
Delete certification
      
Add new certification level
      
Edit certification level information
      
View certification level global objective mappings
      
Add certification level objective mapping
      
Remove certification level objective mapping
      
Add a membership type
      
View membership types list
      
Edit membership type information
      
View membership type global objective mappings
      
Add membership type objective mapping
      
Remove membership type objective mapping
      

Managing Clients

Privilege Student Local Administrator Multiple Location Administrator Licensee Administrator Master Administrator
Add a client
        
View clients list
        
Edit client's organization settings
        
Grant content to a client
        
View clients activity is granted to
        
Edit grant information
        

Managing Users

Privilege Student Local Administrator Multiple Location Administrator Licensee Administrator Master Administrator
Add a user  
Import users
  
View users list
  
View user summary
  
Edit user profile
  
Change user's password
  
Delete user
  
View user's training plan
  
View activity summary
  
Edit attempt limit for item
  
View item attempt information
  
Edit item attempt information
  
Add offline attempt
  

Managing Content

Privilege Student Local Administrator Multiple Location Administrator Licensee Administrator Master Administrator
Load content
      
View activities list
  
View events list
  
View activity summary
  
Reorder activity contents
      
Edit activity general information
      
Edit activity tags
      
Edit activity prerequisites
      
Edit activity instructors
      
Edit activity pricing
      
Edit activity registration options
      
Edit activity self-registration
      
Copy activity
      
Add file to activity
      
Delete activity
      
View activity's content history
      
Generate AICC package
        
View child item summary
  
Edit child item general information
      
Edit child item presentation
      
View participants list
  
Add a participant
  
Remove a participant
  
View participant status
  
Edit participant results
  
Create new assignment
  
View assignments list  
View assignment summary
  
Edit assignment
  
Delete assignment
  
Add a tag
      
View tags list
      
View tagged activities
  
Rename tag
      
Delete tag
      

Running Reports

Each organization can be configured to define which roles get which reports. If one or more reports have been set to be displayed in the Reports tab for a role, that tab will appear for all users with the role.

By default, the following reports are available to these roles:

Report Student Local Administrator Multiple Location Administrator Licensee Administrator Master Administrator
Activity Report (My Training)
Activity Detail Report
  
Course Starts and Completes Report
Group Activity Report
Takers and Exceptions Report
Response Analysis Report
  
Assessment Section Score Report
  
Event Registration Report
  
Membership Transactions Report
Clients List
        
Users List
Activities List
Active Login Report
Historical Login Activity Report
  
Login Summary Report