Give someone the wrong role, and you either lock them out of tools they need, or hand them access they should not have. Get it right, and everyone on your team can just do their job without asking you for help every week.
User roles define what each person can see and do across Control, Studio, and the LXP. Here is how to pick the right one.
User roles overview
Role | Platform access | Access to | Purpose |
Admin | Control, Studio, and LXP | All platform tools and groups | Full access to admin tools and settings. Create, publish, and unpublish content and automations. Manage all users and groups. View all progress. |
Creator | Studio and LXP | Content creation tools | Create and edit learning content in Studio. Cannot publish or unpublish. |
Manager | LXP | Assigned groups | Direct manager of specific user groups. Gets notified about their group's activity. |
Reporting manager | LXP | Reporting for assigned groups | Dedicated reporting tab with progress overview for activities and skills. Can grade learners' activities. No content edit permissions. |
Timeline contributor | LXP | Group timelines | Post and comment in their assigned group's Timeline. |
Timeline manager | LXP | Group timelines | Moderate posts, comments, and discussions in Timeline. |
Trainer | Sessions in LXP | Training sessions | Add, edit, and manage events. Add or remove users from sessions. |
👀 Good to know
Not sure between Manager and Reporting manager? Manager is about owning a group day to day. Reporting manager is about tracking and grading that group's progress. Someone can hold both.
For more information related to reporting managers, navigate to the article: How to give a user or a group access to reporting
Where to change a user's role
Go to their profile and open the Roles tab
Click User roles
Choose the right role from the list and save
👀 Good to know
Want to give a user or group access to reporting specifically? See How to give a user or a group access to reporting.
Assigning roles to a group
Assign a role to a group instead of a person, and everyone in it inherits that role automatically. No need to set it up one by one.
Parent groups and subgroups: assign the role to the top-level group, and every subgroup inherits it
Group members: everyone in the group gets the role automatically, so access stays consistent as people join or leave
Get the roles right once, and it stays out of your way for goo!