Skip to main content

User Group Editor and Viewer Permissions

This feature is permission-based and is only available to organisations where the User Group Editor/Viewer Permission has been enabled.

Written by Human-Focus

The feature provides more control over user group management by allowing users to be assigned either Editor or Viewer access for individual user groups.

Access Levels

Editor

Users with Editor access can:

  • Create and manage user groups

  • Edit group details

  • Add or remove users from groups

  • Update access permissions for other users

Viewer

Users with Viewer access can:

  • View user groups and their members

  • Access group information

  • Cannot make changes to groups or permissions

Managing User Group Permissions

Users with Editor access can view and manage permissions for a user group.

Viewing and Updating Permissions

  1. Navigate to User Groups.

  2. Hover over the required user group.

  3. Click Manage Permissions.

  4. The Manage Permissions pop-up will open.

  5. All users who have Group Management permission will be displayed.

  6. Users with Editor access can update permissions for other users within the group.

Note: Manager users are not displayed in the Manage Permissions pop-up. Managers are assigned Editor access by default, and their permissions cannot be changed.

Permission Types

There are two permission types that can be managed for each user group:

User Access

User Access controls whether a user can manage the members of a user group.

Viewer

Users with Viewer access can:

  • View users assigned to the user group.

  • Cannot add new users.

  • Cannot remove existing users.

Editor

Users with Editor access can:

  • View users assigned to the user group.

  • Add users to the group.

  • Remove users from the group.

e-Folder Access

E-Folder Access controls whether a user can manage the training courses and e-folders assigned to a user group.

Viewer

Users with Viewer access can:

  • View assigned training courses and e-folders.

  • Cannot add training courses or e-folders.

  • Cannot remove training courses or e-folders.

Editor

Users with Editor access can:

  • View assigned training courses and e-folders.

  • Add training courses and e-folders.

  • Remove training courses and e-folders.

Editor and Viewer Views

Editor View

When a user has Editor access, management actions are available, including options to add, remove, and update users, training courses, and e-folders.

Viewer View

When a user has Viewer access, the assigned users, training courses, and e-folders can be viewed, but management actions are not available. Add, remove, and delete buttons are hidden.

Permission Rules

Existing Managers and Sub-managers

Before this feature was introduced, all Managers and Sub-managers could manage and edit user groups. To maintain existing access:

  • All existing Managers and Sub-managers will retain Editor access to current user groups when the feature is enabled.

Managers

  • All Managers, both existing and newly created, are automatically assigned Editor access to all user groups.

  • Manager access cannot be changed to Viewer.

Existing Sub-managers

  • Existing Sub-managers will initially retain Editor access.

  • Their access can be changed to Viewer if required.

New Sub-managers

  • Newly created Sub-manager accounts are assigned Viewer access by default.

  • Their access can be updated by a user with Editor permissions.

New User Groups

When a Manager Creates a User Group

  • All Managers are assigned Editor access.

  • All Sub-managers are assigned Viewer access by default.

  • Manager users can update Sub-manager permissions if required.

When a Sub-manager Creates a User Group

  • All Managers are assigned Editor access.

  • The Sub-manager who created the group is assigned Editor access.

  • All other Sub-managers are assigned Viewer access by default.

  • Manager users can update permissions as required.

Summary

The User Group Editor and Viewer Permissions feature provides greater control over user group management by allowing separate permissions for managing users and assigned training content. Managers always have Editor access, while Sub-manager permissions can be configured as required. This helps organisations control who can view and manage user groups, users, training courses, and e-folders.

Did this answer your question?