How to Assign Default User Roles and Create New Custom Roles

In this article, you’ll learn about the default user roles in the system, how to assign them to users, and how to create custom roles tailored to your needs. User roles function as permission labels, defining what users can do in the application and granting them different levels of access and authorization

User roles #

There are four default roles in the system:

  1. Administrator -A role with all permissions in the system that can fully access and manage all application modules.
  2. Instructor – A role with higher-level permissions than a regular user. Instructors can manage groups, question pools, tests, and reports assigned to them, while only previewing the content not managed by them.
  3. Proctor – Proctors can monitor candidate progress on tests and supervise them in real-time.
  4. Student – A basic user who can take assigned tests, surveys, training courses, and view/print personal certificates.

Each role has its code. Role codes are required for loading users through an Excel file. They link users you want to load to existing roles in the application. You can edit, remove or copy each role in the system by clicking the Actions button of the role and clicking the desired icon.

Permissions #

  1. Permissions grant users different authorization rights within the application. These authorization rights convey different access levels and allow you to create a new, custom role by combining the set of permissions. To create a new role, click the Create new button.
  2. Enter the role name (e.g., Question Manager, User Group Manager), which is a mandatory field, and optionally add a description.
  3. If the role is grantable it will be available for granting to newly created users by any user who has permission for creating new users (even if their role does not have permission for granting roles).
  4. Users with a public role will be visible outside assigned workspaces. For example, authorized users from other workspaces can see and assign them to workspaces.
  5. Each assigned permission defines actions a role can perform. Select the desired permissions from the list, and click the Create button to create a new role.
  6. A newly created role will be assigned a role code so that you can grant this role to users uploaded through an Excel file.

Assigning user roles #

  1. To assign a role to an existing user in the system:
    1. Navigate to the user’s profile.
    2. Access the Account information under the Information tab.
    3. Select the desired role from the Role field dropdown menu.
  2. To assign a role to a user during the process of creating their account select the desired role from the Role field dropdown menu.
  3. Alternatively, by generating and sharing the registration link for a specific role, users who receive it will be automatically assigned that specific role upon registration.

For a tutorial on assigning default user roles and creating new custom roles, please watch the video.

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