Certification permissions and roles

Within each certification, the Site Administrator can edit the permissions for specific roles within that certification. Additionally, the Site Administrator can check the permissions of specific users within the certification, or view assigned roles within the certification.

To manage permissions within a certification:

1. Navigate to the certification

2. Click the three dots () at the top of the page and select Edit certification details

3. Then click the three dots () at the top of the certification page.

   

4. From the menu you can select:

   • Permissions: Opens the roles and permissions page for the certification context. Site Administrators and other permitted users can review or override which capabilities each role has within this specific certification (for example, who can edit details, configure content or manage assignments). Permissions set here apply only at the program or certification context level. You can remove a permission from a specific role listed by clicking the X next to that permission. To add a permission to a role, select the plus icon () for the relevant permission under the Roles with permission column and select the role from the Allow role pop-up.

     

   • Assigned roles: Opens the role assignment page for the certification context. This allows permitted users to assign or remove roles (such as Editing Trainer, Trainer or custom roles) for specific users in this certification, controlling what they can see and do for this certification only.

     

   • Check permissions: Opens the permissions checker for this certification. This option shows the effective capabilities of a selected user in the certification context, based on all of their role assignments. It is typically used to troubleshoot why a user can or cannot perform certain actions in a certification.