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How to Create a Group Manager Security Role

Article verified for Release 15.2 on February 2, 2026.

This article explains the existing default roles in the system and how to create a new, custom group manager security role.

Accessing the page

To access the Roles and permissions page, navigate to Users → Roles and Permissions. The system includes four predefined roles, each with a different level of access:

Predefined roles

  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 their groups, question pools, tests, and reports, while only previewing content they do not manage.
  3. Student – A primary user who can take assigned tests, surveys, and training courses and view/print personal certificates.
  4. Proctor – Proctors can monitor candidate progress on tests and supervise them in real time.

Creating a group manager security role

To create a new, custom role using permissions:

  1. Click the Create New button.

  1. Enter the role name.
  2. Enter the external ID (optional).
  3. Enter a description (optional).

  1. Select the permissions you want the group manager to have. We suggest choosing permissions from 27 to 32. Permission 1 is selected by default.

  1. Click the Save button.

Assigning the group manager role to users

Once you create a group manager role, you can assign it to the user:

  1. Open the user’s profile to which you want to assign the group manager role.
  2. In the Information tab, select Account information from the side menu.
  3. Change the user’s role by selecting User Group Manager from the drop-down menu.
  4. Click the Save button.

For a video tutorial on how to create a user group manager role, please watch the video.

For more useful instructional materials, please visit:

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