Program permissions and roles

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

To manage permissions within a program:

  1. Navigate to the program

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

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

    Program overview page showing details tab and actions menu options.

  4. From the menu you can select:

    • Permissions: Opens the roles and permissions page for the program context. Site Administrators and other permitted users can review or override which capabilities each role has within this specific program (for example, who can edit details, configure content or manage assignments). Permissions set here apply only at the program or program 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.

      Permissions page displaying program capabilities with assigned roles and risk indicators.

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

      Role assignment page showing existing users, potential users, and search options.

    • Check permissions: Opens the permissions checker for this program. This option shows the effective capabilities of a selected user in the program 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 program.

      Check permissions page showing user roles and a permissions table for a program.

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