Knowledge base Rise Up

Roles and Permissions

  • Updated

 

Prerequisites

This article is intended for Administrators, and for any user who needs to understand what they can or cannot access on the platform.

Several permissions shown as Configurable in the tables below are inactive by default and must be turned on under Settings > Permissions before they take effect for other roles or functions.

Overview

The platform uses a role-based access control (RBAC) system. Each user is assigned exactly one primary role, and can additionally be granted one or more functions. Together, role and functions determine which menus, actions, and data a user can access.

The platform has 7 roles (5 internal, 2 partner) and 5 functions:

  • Roles define who a user is on the platform — one role per user.
  • Functions are additive capabilities layered on top of a role — a Learner assigned the Group Manager function gains Management Menu access scoped to their group, while the rest of their Learner experience is unchanged.
  • A user can hold multiple functions at once — effective permissions are the union of the role's rights and every assigned function's rights.
  • Many permissions marked Configurable below are inactive by default and must be enabled under Settings > Permissions.

 

Internal roles (5)
🛠️Administrator
Role

The platform's top internal role. Broad access by default; several actions (create/edit/delete users and groups, see Partners, log in as a user, and more) are off by default and can be turned on under Settings > Permissions.

🎓Designer
Role

Creates and edits course content, scoped to courses they see (own courses, or all courses if configured).

💬Community Manager
Role

Administers community boards — visibility, discussions, and moderation. No course or user administration rights.

👤Learner
Role

Default role — learning content, community boards, and personal profile only.

🌐External user
Role

Minimal access — profile, notifications, and security settings only. No course, community, or admin access.

Partner roles (2)
🤝Partner Administrator
Role

Administrator scoped to their partner perimeter. Several actions are Configurable per perimeter (delete users/groups, edit courses, cancel sessions, and more).

👤Partner Learner
Role

Learner scoped to their partner perimeter — same learning experience as a standard Learner.

Functions (5) — additive capabilities
👥Group Manager
Function

Manages members of their own group(s). Most creation/edit/deletion actions require Settings activation.

✍️Author
Function

Creates courses and modules for their own courses. Module scope (online only vs. all types) is Configurable.

📋Facilitator
Function

Manages sessions they facilitate — attendance, signatures, session pages. Exists only as a function; there is no separate Facilitator role.

✅Corrector
Function

Grades exams and answers subject to the exam-validation workflow. No content or user administration rights.

🌐Translator ✨
Function

Manages translated versions of assigned courses and learning paths — no admin rights, no access to original content.

Cells marked ⚙ Configurable in the tables below require a corresponding setting to be activated under Settings > Permissions. Cells marked Scoped are limited to a subset (e.g. "own courses only," "their perimeter").

 

I — NavigationII — ResourcesIII — UsersIV — GroupsV — PartnersVI — CoursesVII — Translator FunctionVIII — Permissions SettingsFAQ

 

I — Navigation

The table below maps each navigation element to the roles and functions that can access it.

Good to know
Learners do not see the Catalogue by default. An Administrator must enable it under Settings > Catalogue > Activate Catalogue for all users.
Navigation item Who has access
Admin menu Administrator · Designer · Partner Administrator · Group Manager · Author · Facilitator · Corrector ①
Platform management (Settings) Administrator · Partner Administrator
Courses design Administrator · Designer · Partner Administrator
Groups management Administrator · Partner Administrator · Group Manager
Follow-up for my courses Everyone except External user
Catalogue Administrator · Designer · Community Manager · Partner Administrator · Partner Learner · Group Manager · Learner ⚙ ②
Search Everyone except External user
Calendar Everyone except External user
Notifications Everyone, including External user
❓ Help centre + Support button Administrator · Designer · Partner Administrator
  1. Access to the Admin menu does not by itself grant access to every item inside it — each item is scoped as shown in the sections below.
  2. Learner Catalogue access requires activation: Settings > Catalogue > Activate Catalogue for all users.

 

II — Resources (Library)

The Resources library is a shared content repository. Administrators and Designers can be granted rights to create, edit, delete, and manage visibility — either for their own resources only, or for all resources — once enabled in Settings. All other roles have read and download access within their perimeter.

Action Who can
View & download resources Everyone (within their perimeter)
Create resources Administrator ⚙ own or all resources · Designer ⚙ own or all resources
Duplicate resource Administrator ⚙ · Designer ⚙
Edit resource Administrator ⚙ · Designer ⚙
Delete resource Administrator ⚙ · Designer ⚙
Manage resource visibility Administrator ⚙ · Designer ⚙
Note
Where Administrator or Designer resource rights are enabled, the setting further specifies whether they apply to the user's own resources only or to all resources platform-wide.

 

III — Users

Most Administrator and Group Manager user-management actions are disabled by default. Enable them under Settings > Permissions.
Action Administrator Designer Partner Admin Group Manager
View users ✓ ✓ ✓ ✓
Create / Import users ⚙ ✗ ✓ ⚙
Edit user / password ⚙ ✗ ✓ ⚙
Delete user ⚙ ✗ ⚙ ⚙
Suspend / Reactivate user ⚙ ✗ ✓ ⚙
Contact user ✓ ✓ ✓ ✓
Remind inactive / Send welcome email ✓ ✗ ✓ ⚙
Export users (Excel) ✓ ✓ ✓ ✓
Log in as a user ⚙ ✗ ✓ ✗
Change user perimeter ⚙ ✗ ✗ ✗
Validate / refuse users ⚙ ✗ ✓ ✗

Designer retains read-only access: user list, course/learning-path/groups follow-up, and custom fields — but no edit, import, or contact-adjacent actions except Contact user and Export users, both of which are unconditional.

 

IV — Groups

Most Group Manager creation/edit/registration actions are disabled by default. Enable them under Settings > Permissions > Group Managers.
Action Administrator Designer Partner Admin Group Manager
View groups / manage-group page ✓ ✓ ✓ ✓
Create group ⚙ ✗ ✓ ⚙
Edit group ⚙ ✗ ✓ ⚙
Delete group ⚙ ✗ ⚙ ✗
Contact group members ✓ ✓ ✓ ✓
Register / unregister a member ✓ ✗ ✓ ⚙
Register / unregister a group manager ✓ ✗ ✓ ⚙
Export group information ✓ ✓ ✓ ✓
Set maximum members / manage smart rules / assign Group Manager ✓ ✗ ✓ ⚙
See group members list ✓ ✓ ✓ ✓
See linked courses / learning paths / goals ✓ ✓ (courses & paths only) ✓ ⚙

 

V — Partners

Partner management requires Administrator rights to be enabled under Settings > Permissions. No other role or function has access.

Action Who can
View partners / partner URL / partner registrations Administrator ⚙
Create / Edit / Delete partners Administrator ⚙

 

VI — Courses

How to read these tables
⚙ = requires activation under Settings > Permissions. Scoped = limited to a subset shown in parentheses (own courses, their perimeter, and so on).
Content & structure
Action Administrator Designer Partner Admin Author
View courses / manage-course page ✓ Scoped (own or all) ✓ ✓
Create / Duplicate a course / Generate a draft ✓ ✓ ⚙ ✓
Edit course ✓ ✓ Scoped to perimeter ✓
Create modules ✓ ✓ Scoped to perimeter Scoped (online only, or all types)
Import modules & steps ✓ Own or all courses Scoped to perimeter Own or all courses
Publish course ✓ With or without validation Scoped to perimeter With or without validation
Manage course translations ✓ ✓ Scoped to perimeter ✓
Access import library ✓ Own or all courses Scoped to perimeter Own or all courses
Preview a course ✓ ✓ ✓ ✓

 

Publication, visibility & deletion
Action Administrator Designer Partner Admin
Accept/refuse course publication or request ✓ ✗ ✓
Manage course visibility ✓ ✓ Scoped to perimeter
Delete a course ⚠ ⚙ Own draft courses only ⚙ (perimeter)
Archive course ⚙ ✗ ⚙ (perimeter)
Deleting a course is irreversible. All content, user history, and registrations are permanently removed. Archiving is recommended instead — statistics are preserved.

 

Registrations, data & statistics
Action Administrator Designer Partner Admin Facilitator
Register / unregister users, link/unlink groups ✓ ✓ Scoped by course visibility ✗
Export course content list ✓ ✓ ✓ ✗
Export course registrations / management / statistics ✓ ✓ Scoped by course visibility ✓
Generate course agreements ✓ ✓ Scoped by course visibility ✓
Pin a course ✓ ✓ Scoped by course visibility ✓
Manage course reminders ✓ ✓ ✓ ✗
Note
For Partner Administrators, "scoped by course visibility" means access follows one of four settings: no access, all courses, only visible courses, or permitted courses/categories — configured per partner.

 

VII — Translator Function ✨

A dedicated function for secure multilingual management of Courses and Learning Paths — without any content administration rights. Designed for local or regional contributors who manage translations independently.

 

What a Translator can and cannot do
✅
View assigned courses and learning pathsAssigned content only — no full course list
✅
Create and edit translated versionsCannot modify original source content
✅
Manage visibility of translated versionsPublish / unpublish independently
✅
Manage all course translations from a Learning PathNo individual course assignments needed
🚫
Modify original course or learning path contentOriginal content is fully protected
🚫
Access Settings, users, groups, or any admin sectionNo administrative rights of any kind
🚫
Browse the full course listOnly sees explicitly assigned courses
🚫
Access the Management MenuNo menu access beyond translation interface

 

Assignment rules & perimeter logic
Assigned atCourse configuration level — General information > Translators field
PerimeterInternal users → internal courses  ·  Partner users → partner courses only
Auto-removalIf course perimeter changes, mismatched Translators are automatically removed. Account and other permissions unaffected.
Learning Path scopeAssigning to a Learning Path covers all its underlying courses — no individual assignments needed.

 

How to assign the Translator function
1
Go to Management Menu > Courses and open the course.
2
Open the Configuration tab → General information.
3
Scroll to the Translators field (below Course Designers).
4
Search for the user. Only users matching the course perimeter appear.
5
Select the user(s) and click Save. ✓ The Translator can now access translated content for this course.
If the course perimeter changes after assignment, mismatched Translators are automatically removed. Re-assign once the perimeter is confirmed. Their account and other permissions are not affected.

 

VIII — Permissions Settings

Configure the Configurable (⚙) items throughout this article under Settings > Permissions. Changes apply globally to every user holding the relevant role or function. Settings for Administrator, Group Manager, Author, and Facilitator are grouped separately in that screen.

 

FAQ & Troubleshooting

  • Issue: An Administrator cannot create, edit, or delete users or groups.
    Solution: Most Administrator user- and group-management actions are Configurable and off by default. Enable them under Settings > Permissions.

    Issue: A Group Manager cannot create or edit users.
    Solution: Enable the relevant option under Settings > Permissions > Group Managers. Note that Contact user and Export users work for Group Managers without any setting change.

    Issue: Learners are not seeing the Catalogue.
    Solution: Disabled by default. Enable under Settings > Catalogue > Activate Catalogue for all users.

    Issue: A Designer cannot see the Partners menu, edit users, or delete a course.
    Solution: These are expected limits — Designer has no Partners or user-edit rights, and can only delete draft courses they created themselves.

    Issue: A user with the Author function can't create classroom modules.
    Solution: Check whether Author module scope is set to "online modules only" under Settings > Permissions > Authors — switch it to "all module types" if classroom content is needed.

    Issue: A Translator cannot see their assigned course.
    Solution: Three causes: (1) user perimeter does not match the course perimeter; (2) course perimeter changed after assignment, triggering automatic removal; (3) assignment was not saved — return to General information > Translators and confirm.

    Issue: A Translator was automatically removed from a course.
    Solution: Occurs when the course perimeter changes. Either revert the change or re-assign a Translator whose perimeter matches. Their account and other permissions are not affected.
     
  • Is Community Manager a role or a function?
    — It's a role. A user is either assigned the Community Manager role, or is a Learner/Designer/etc. — it is not layered on top of another role the way Group Manager or Author are.

    Is there a separate Facilitator role?
    — No. Facilitator only exists as a function, added on top of another role (typically Learner), scoped to the sessions that user facilitates.

    What can an External user do?
    — Very little: manage their own profile, notifications, and security settings. They have no course, community, or catalogue access.

    What is the difference between archiving and deleting a course?
    — Archiving makes the course unavailable but preserves statistics and history. Deleting permanently removes everything — irreversible, and requires an enabled setting for Administrator or Partner Administrator.

    What is the difference between the Translator function and the Designer role for translations?
    — A Designer can access course configuration, content, registrations, statistics, and more. A Translator can only access translated versions of explicitly assigned content — no original content, no Management Menu, no admin actions.

    Can a Learner be assigned the Translator function?
    — Yes. The function is additive — any user in the correct perimeter can be assigned. Their Learner experience and other permissions remain unchanged.

    Can a Translator on a Learning Path manage course translations without individual course assignments?
    — Yes. Assigning a Translator to a Learning Path grants access to translations of both the Learning Path and all its underlying courses from a single interface.

    Can a Group Manager register members for courses?
    — Course/group registration actions for Group Managers depend on the specific action; check the Groups and Courses tables above, and enable the corresponding setting if it shows ⚙.
     
  • Contact Rise Up Support
     

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request