User roles define what each user can access and manage within the Content Builder, Control, and the LXP. These roles are designed to streamline responsibilities and ensure each team member has the right tools to do their job. Here’s a breakdown:
User roles
Role | Platform access | Access to | Purpose |
Creator | Content Builder and Control | Content creation tools |
|
Manager | Control | Assigned groups |
|
Reporting manager | LXP | User analytics |
|
Timeline contributor | LXP | User timelines |
|
Timeline manager | LXP | Group timelines |
|
Trainer | Sessions in LXP | Training sessions |
|
👀Become a notifications' expert: read more about Set up notifications and Platform notification.
How to assign roles ?
Step 1. Navigate to Control > Users or Groups
Step 2. Select a user or group
Step 3. Navigate to the tab: "Roles"
Step 4.
For User roles: Click on "Update user roles" button
For Group roles: Click on "Update group roles" button
Step 4. Choose the appropriate role from the dropdown menu and save your changes.
With the right roles in place, everyone knows what they can access and manage which helps your team stay aligned, collaborate smoothly, and keep learning on track.
💡 Good to know!
Group-based roles
If roles are assigned to a group, the members and subgroups of that group automatically inherit these roles. Here’s how it works:
Parent groups and subgroups: Assign a role to the top-level group, and all subgroups inherit it. No need to assign roles to each subgroup one by one.
Group members: Everyone in the group automatically gets the assigned role. This keeps access consistent and makes permission management easier.