β±οΈ The Essentials in 3 Minutes |
π§ Understand the Value of Role Management
An effective training setup relies on a well-organized team: an author who designs the path, a coach who follows learners, an admin who runs the platform. Assigning the right role to each person gives them the right tools - and protects the learning experience from errors or unwanted access.
π Example: a 6-person L&D team. You assign the author role to your 3 instructional designers, coach to your learner group manager, admin to your project lead, and learner to your pilot team members. Each person only accesses what concerns them, securing data and streamlining work.
π₯ Identify the 4 Available Roles
Role | For whom? | At what level? |
π Learner | Anyone taking a training course. | Personal access to their learning space. |
π Coach (two scopes available: Group Coach or Space Coach) | People who follow learners (enrollments, publishing, statistics). | At the level of learner groups or one or more spaces. |
βοΈ Author | People who create and edit training content. | At the level of one or more training spaces. |
π§ Admin (Three scope options available: platform administrator, single space administrator, or multi-space administrator.) | People who manage the platform or a space via the back-office. | At the space or platform level. |
π‘ A single user can hold multiple roles depending on their responsibilities.
β οΈ A user can only have the Learner role in one single space, even if your platform has several.
β Identify Permissions by Role
Access | Learner | Coach | Author | Admin |
Access personal learning space and shared training | β | β | β | β |
Create and edit projects | β | β | β | β |
Access and edit collaborative projects | β | β | β | β |
Access other authors' personal projects | β | β | β | β |
Create and edit publications | β | β | β | β |
Publish and manage publication distribution | β | β | β | β |
Create and edit programs | β | β | β | β |
Publish and manage program distribution | β | β Group Coach does not have the required rights
β Space Coach has the required rights in their space(s) | β | β |
Manage users (add, roles, deactivate...) | β | β | β | β |
Create and edit groups | β | β | β | β |
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Edit dates and locations of in-person modules | β | β | β | β |
Lock modules in a publication | β | β | β | β |
Configure certificates, comments, and final evaluation | β | β | β | β |
Send invitations and reminders to users | β | β | β | β |
Link a group to a publication (and vice versa) | β | β | β | β |
View and reply to learner comments | β | β | β | β |
Access publications | β | β via a preview window | β those where they are author or co-author | β |
Access publication statistics | β | β | β except individual statistics | β |
Access platform licenses and global statistics | β | β | β | β |
Customize the platform | β | β | β | β |
Create, edit, or delete a training space | β | β | β | β |
View certificates issued to learners | β | β | β | β |
Enable completion notifications | β | β | β | β |
π§ Which tabs are visible by role?
To learn more about each update, click the arrow βΆοΈ to expand the section.
Pages marked with * require activation by the Didask team.
βοΈ Author
βοΈ Author
Personal space
Notifications
Projects
Publications
ποΈ Platform Administrator: all pages, with no restrictions
ποΈ Platform Administrator: all pages, with no restrictions
Personal space
Notifications
Courses / Training
Projects
Posts / Publications
Users
Groups
Certificates & Reports
Didask AI
Configuration
Connectors
Statistics
Conversations
Feedback
Knowledge Base
Ingestion Plans
Settings
Learning Spaces
Tags
Customization
Licenses
API Keys
Security Settings
βοΈ Assign a Role When Creating a User
Go to the Users section.
Add one or more users by entering their login information.
Select the role(s) to assign them.
Send them the invitation to join your platform.
π Edit Roles for Existing Users
Two options depending on volume:
Individual edit: click on the user in the list. A side panel opens where you can update their roles for the relevant space.
Bulk edit: check the box to the left of the relevant users, then click Edit roles and scopes in the task bar at the bottom of the screen.
π‘ A user's role can be changed at any time.
Keywords: assign a role, add a user, grant access, Didask roles, permissions, access rights, coach, author, admin, learner, user management.
