Prerequisites
This article is intended for Internal Admins and any user who needs to understand what they can or cannot access on the platform.
Some permissions require explicit activation by an Internal Admin under Settings > Permissions before they become effective for other roles.
Overview
The platform uses a role-based access control (RBAC) system. Each user is assigned one or more roles that determine which menus, actions, and data they can access. The platform has 5 roles and 5 functions.
- Roles define who a user is on the platform.
- Functions are additive capabilities — a Learner assigned the Group Manager function gains Management Menu access for their groups while their Learner experience remains unchanged.
- A user can hold multiple roles and functions — effective permissions are the union of all assigned rights.
- Certain permissions are inactive by default and must be enabled by an Internal Admin under Settings > Permissions.
Roles (5)
👑Internal Admin
RoleFull platform — all settings, users, content, groups.
🤝Partner Admin
RoleScoped to their partner perimeter only.
🎓Designer
RoleCreates and edits course content.
📋Facilitator
RoleManages sessions and contacts learners.
👤Learner
RoleDefault — learning content only.
Functions (5) — additive capabilities
👥Group Manager
FunctionManages assigned groups and members — requires Settings activation.
👥Community Manager
FunctionCommunity board administration.
📋Facilitator (fn)
FunctionSame as Facilitator role, without changing main role.
✍️Author
FunctionCreates content, memos, modules.
🌐Translator ✨
NewManages translated versions of assigned courses — no admin rights.
Actions marked ⚙ in the tables below require a corresponding setting to be activated by an Internal Admin under Settings > Permissions.
I — Navigation
II — Resources
III — Users
IV — Groups
V — Partners
VI — Data Lab Exports
VII — Courses
VIII — Translator Function
IX — Permissions Settings
FAQ
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 Internal Admin must enable it under Settings > Catalogue > Activate Catalogue for all users.
| Navigation item | Who has access |
|---|---|
| Settings Menu | Internal Admin only |
| Management Menu | Internal Admin · Partner Admin · Facilitator (role) · Designer · Group Manager · Facilitator (fn) · Author |
| ❓ Help Centre | Internal Admin · Partner Admin · Designer |
| 💬 Support chat | Internal Admin · Partner Admin · Designer |
| Rise Up Academy | Internal Admin · Partner Admin · Designer |
| Search | Everyone |
| Calendar | Everyone |
| Notifications | Everyone |
| Catalogue ① | Internal Admin · Partner Admin · Designer · Group Manager · Facilitator (fn) · Author · Learner ⚙ |
- Learner Catalogue access requires activation: Settings > Catalogue > Activate Catalogue for all users.
Management Menu items visible to a Designer
| Section | Items |
|---|---|
| Management | Users · Groups |
| Content | Courses · Learning Paths · Course registrations · Certificates · Evaluations · Goals and gamification |
| Administration | Legal documents |
| Data Lab | Dashboards · Reportings |
II — Resources (Library)
The Resources library is a shared content repository. Only Internal Admins can upload content and set visibility. All other roles have read and download access within their assigned perimeter.
| Action | Who can |
|---|---|
| Add content & set visibility per group | Internal Admin only |
| View & download resources | Everyone (within their perimeter) |
Note
Users only see resources made visible to their group. An Internal Admin controls visibility at upload time.
III — Users
Partner Admin access is always limited to their partner perimeter. Group Manager user actions require prior activation under Settings > Permissions > Group Managers.
| Action | Internal Admin | Partner Admin | Designer only | Designer + Group Manager |
|---|---|---|---|---|
| View users | ✓ Yes | ✓ perimeter | ✓ all (read only) | ✓ all users |
| Create / Edit users | ✓ Yes | ✓ perimeter | ✗ No | ✓ own group members ① |
| Approve users | ✓ Yes | ✓ perimeter | ✗ No | ✗ No |
| Import users | ✓ Yes | ✓ perimeter | ✗ No | ✓ own group members ① |
| Export users (Excel) | ✓ Yes | ✓ perimeter | ✗ No | ✗ No |
| Users administration | ✓ Yes | ✓ perimeter | ✗ No | ✓ own group members ① |
Users administration includes: remind inactive users, contact, suspend, reactivate, and delete.
Designer vs Designer + Group Manager
Designer alone has read-only access to all users — view profile, no edit, no import. A Designer who also holds the Group Manager function can create, edit, import, and administer users — only within their groups and only when the corresponding setting is enabled.
- Requires activation under Settings > Permissions > Group Managers:
- Edit users → "Allow group managers to edit users who are members of their group"
- Create/edit users → "Allow group managers to create and edit users who are members of their group"
- Confirm registrations → "Allow group managers to confirm their own registrations for course"
IV — Groups
Most Group Manager capabilities are disabled by default. An Internal Admin must enable them under Settings > Permissions > Group Managers.
| Action | Internal Admin | Partner Admin | Community Mgr | Designer only | Designer + Group Manager |
|---|---|---|---|---|---|
| View group list | ✓ Yes | ✓ perimeter | — | ✓ all groups | ✓ all groups |
| View organisational chart | ✓ Yes | ✓ perimeter | — | ✓ own groups only | ✓ own groups |
| Access group members' list | ✓ Yes | ✓ perimeter | ✓ Yes | ✓ own groups only | ✓ own groups |
| Contact group members | ✓ Yes | ✓ perimeter | ✓ Yes | ✓ own groups only | ✓ own groups |
| Export group member stats | ✓ Yes | ✓ perimeter | ✓ Yes | ✓ own groups only | ✓ own groups |
| Follow group members' progress | ✓ Yes | ✓ perimeter | ✓ Yes | ✓ own groups only | ✓ own groups |
| Create / Edit groups | ✓ Yes | ✓ perimeter | — | ✗ No | ① setting required |
| Assign Group Manager function | ✓ Yes | ✓ perimeter | — | ✗ No | ① setting required |
| Register group members for course | ✓ Yes | ✓ perimeter | ✓ Yes | ✗ No | ② setting required |
| Users administration on group members | ✓ Yes | ✓ perimeter | — | ✗ No | ③ setting required |
Designer vs Designer + Group Manager
Designer alone can see the full group list and act on members of their own groups — but cannot create groups, assign managers, or modify registrations. A Designer who also holds the Group Manager function unlocks those actions, scoped to their own groups, when the corresponding settings are enabled.
- Create/edit groups and assign Group Manager → "Allow group managers to create and edit groups"
- Register group members for courses → enable "permission to manage courses" at group level
- User administration on group members → "Allow group managers to manage their groups" + user creation/edit settings
V — Partners
Partner management is exclusively reserved for Internal Admins. No other role or function has access.
| Action | Who can |
|---|---|
| View partners | Internal Admin only |
| Create / Edit partners | Internal Admin only |
General information & Configuration
| Field / Setting | Description |
|---|---|
| Name | Partner platform display name |
| Image | Partner logo or visual identifier |
| Full control | If enabled, administrators of this partner will be able to manage courses, users, learning paths, etc. |
| Create a board on the community page | Gives the partner a dedicated community board |
| Maximum number of users | Sets the user cap for the partner platform |
Customisation
| Setting | Description |
|---|---|
| Allow partner admins to customise users' homepages | If no customisation is done, the partner's homepages will still be synchronized with the internal ones. |
| Activate customisation | Enables visual branding options for the partner |
| Primary colour | Sets the partner's brand colour (hex code) |
| Activate the gradient | Applies a gradient effect using the primary colour |
| Activate the white bar | Adds a white navigation bar |
| Reset colours | Reverts to default platform colours |
Login page
| Setting | Description |
|---|---|
| Activate custom background | Enables a custom background for the partner login page |
| Background colour | Set a custom background colour |
| Predefined colours | Choose from 5 preset colour swatches |
| Images tab | Upload a background image |
| Videos tab | Upload a background video |
| Customise tab | Additional login page customisation options |
VI — Data Lab — Custom Exports
The Custom Exports feature (under Data Lab > Reportings > View custom exports) lets administrators retrieve platform data in Excel (.xlsx) or CSV format.
Who can access custom exports
| Role / Function | Access |
|---|---|
| Internal Admin | ✓ Full access — can create and view all exports |
| Designer | ✓ Can view exports shared with designers |
| Group Manager | ✓ Can view exports shared with group managers |
| Partner Admin | ✗ No access |
| Learner | ✗ No access |
Visibility & format options
When creating a custom export, the creator sets who can see it:
| Visibility option | Description |
|---|---|
| All administrators | Visible to all Internal Admins and the report creator |
| All administrators, group managers and designers | Visible to Internal Admins, Designers, and Group Managers |
| Format | Description |
|---|---|
| .xlsx | One Excel file — limit of 500,000 rows per tab |
| .csv | One ZIP file with one CSV per tab — no row limit |
Note
Group Managers and Designers can only see exports where the creator chose the second visibility option. They cannot create or delete exports — only view and download those shared with them.
VII — Courses
How to read these tables
⚙ = requires a global setting activated by Internal Admin. cond. = requires explicit permission at the course level. See Section VIII — Translator Function for translation-specific actions.
Content & structure
| Action | Internal Admin | Partner Admin | Designer | Translator |
|---|---|---|---|---|
| View courses | ✓ Yes | ✓ perimeter | ✓ assigned | ✓ assigned only |
| Create a course | ✓ Yes | ⚙ | ✓ Yes | — |
| Edit course configuration | ✓ Yes | ⚙ | cond. | — |
| Edit course content | ✓ Yes | ⚙ | cond. | — |
| Duplicate a course | ✓ Yes | ⚙ | cond. | — |
| Access import library | ✓ Yes | ⚙ | cond. | — |
| Preview a course | ✓ Yes | ✓ Yes | cond. | — |
Publication & visibility
| Action | Internal Admin | Partner Admin | Designer | Translator |
|---|---|---|---|---|
| Approve a course | ✓ Yes | ⚙ | — | — |
| Publish a course | ✓ Yes | ⚙ | cond. | — |
| Manage visibility of courses | ✓ Yes | ⚙ | cond. | — |
| Manage translations | ✓ Yes | ✓ Yes | cond. | ✓ Yes |
| Manage translation visibility | ✓ Yes | ✓ Yes | — | ✓ Yes |
| Archive a course | ✓ Yes | — | — | — |
| Delete a course ⚠ | ✓ Yes | — | — | — |
Deleting a course is irreversible. All content, user history, and registrations are permanently removed. Archiving is strongly recommended — statistics are preserved.
Registrations & learner management
| Action | Internal Admin | Partner Admin | Designer |
|---|---|---|---|
| Register users for courses | ✓ Yes | ✓ Yes | cond. |
| Unregister users from a course | ✓ Yes | ⚙ | cond. |
| Archive a user registration | ✓ Yes | ⚙ | cond. |
| Reset user progress | ✓ Yes | ⚙ | cond. |
| Confirm group registrations | ✓ Yes | ⚙ | — |
Stats & communication
| Action | Internal Admin | Partner Admin | Designer |
|---|---|---|---|
| Access course management page | ✓ Yes | ✓ Yes | cond. |
| Access general course statistics | ✓ Yes | ✓ Yes | cond. |
| Access user course details | ✓ Yes | ✓ Yes | cond. |
| Link groups with courses | ✓ Yes | ✓ Yes | cond. |
| Contact registered members | ✓ Yes | ✓ Yes | cond. |
| Export member information | ✓ Yes | ✓ Yes | cond. |
| Correct exams | ✓ Yes | ⚙ | cond. |
Note
cond. = the relevant permission must be explicitly granted to the Designer at the course level, not globally.
VIII — 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.
IX — Permissions Settings
Configure under Settings > Permissions. Changes apply globally to all users holding the relevant role or function.
The Designer Course Validation setting only affects new courses created after the change. Existing courses are not impacted.
Designers
Course Validation
Requires validation
Does not require validation
Course Edition
Own courses only
All courses
Learning Path
Own learning paths only
All learning paths
Import Library
Own courses only
All platform modules and steps
Catalogue
Allow designers to create and edit their resources
Allow designers to create and edit all resources
Group Managers
Group Creation — Standard
Can create & edit child groups only. Not auto-added as manager.
Allow group managers to manage their groups
Allow group managers to create and edit groups
Group Creation — Advanced
Can create & edit groups and assign any GM permissions. Auto-added as manager.
Allow group managers to manage their groups
Allow group managers to create and edit groups
User Creation (enable independently)
Allow group managers to create and edit users who are members of their group
Allow group managers to edit users who are members of their group
Allow group managers to confirm their own registrations for course
Authors
Courses
Needs validation to publish
Can publish without validation
Modules
Online and Classroom modules
Online modules only
Import Library
Own courses only
All platform modules and steps
Optional settings
Allow author to correct exams
Allow author to create memos for the Memorisation feature
Facilitators
Session Management (enable independently)
The facilitator can cancel a session
The facilitator can confirm a session
The facilitator can contact the learners
FAQ & Troubleshooting
-
Issue: A user cannot see the Management Menu.
Solution: The Management Menu is accessible to: Internal Admin, Partner Admin, Facilitator, Designer roles, or the Group Manager, Facilitator, or Author function. Learners with no additional function will not see it. Note: the Translator function does not grant Management Menu access.
Issue: A Group Manager cannot create or edit users.
Solution: Disabled by default. Enable under Settings > Permissions > Group Managers: "Allow group managers to create and edit users" or "Allow group managers to edit users who are members of their group".
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.
Issue: Learners are not seeing the Catalogue.
Solution: Disabled by default. Enable under Settings > Catalogue > Activate Catalogue for all users.
Issue: A Designer cannot publish or manage course visibility.
Solution: These permissions must be granted at the course level, not globally. Open the course settings and grant the Designer the relevant capability.
-
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 Learner get access to the Management Menu?
— Yes — through functions. A Learner assigned the Group Manager function gains Management Menu access for their groups. The Translator function does not.
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, Internal Admin only.
What can a Partner Admin do vs. an Internal Admin?
— A Partner Admin has scoped capabilities within their partner perimeter. They cannot access Settings, create partner platforms, or perform global administration. If Full control is enabled, the Partner Admin can manage courses, users, and learning paths within their perimeter.
Can a Group Manager register members for courses?
— Yes, once the Internal Admin enables permission to manage courses at the group settings level.
-
Partner Admin Permissions — detailed breakdown
Facilitator Permissions — detailed breakdown
Designer Permissions — detailed breakdown
Managing Course Translations
Group Manager Setup Guide
Contact Rise Up Support