Roles and Privileges Matrix

Role Privileges Reporting

Site Site Administrators have access to all areas of the
administrative side of eSSential by default. Assigning
Administrator Site Administrator access should be limited to a
Role relatively short list of LMS administrators at a client to
protect the setup of the application. With Site
Administrator access, a user can change any setting
available in the application.
A Site Administrator user has all privileges checked by
default with the exception of Managing Training Event
Attendance. The Manage Training Event(s)/Sessions
provides greater access rights than just the Manage
Training Event Attendance option thus the two
privileges are mutually exclusive.
Access to all reports under the
reporting menu. This is an inclusive
privilege. Reports cannot be
individually disabled. It is an all or
none assignment. Site Admin users
will also be able to run Name Tag
and Attendee List reports from the
training session area. They will also
be able to run transcripts and
certificates on behalf of an Associate
user.

Course Author The Course Author is typically assigned to users that By default, a course author does not
will be limited to publishing and managing online have the View/Run reports option
Role courses. enabled.
Course Authors will only be able to view/edit active, Reporting permissions can be added
inactive and archived courses that they have been manually to the Admin user
assigned as the administrator. A course author will be management page to grant the
able to view all Pending courses. This is done to Course Author the same reporting
facilitate the process of completing a course after it has access as the Site Administrator.
been imported using the SCORM import engine.
Course Authors will only be able to view/edit test banks
and surveys that they created. When adding a course,
the Course Author role will not have approval rights.
They will have to select from a list of authorized admin
users to email and request approval for the course and
select the [Send Request] button.
Course Authors will only be able to add training
sessions. They will not have the ability to edit or
approve a training session once it has been added.
They do not have the ability to be set as the
administrator or instructor for a training session, thus
they would not have access to manage attendance.
The instructor or training manager role should be used
for this purpose.
When Course Authors are logged into the
Administrative Application, they will also be presented
with a [My Profile] link at the top left portion of the
screen. When selected, this launches the Bio
Information page and allows the Course Author to
change their biographical information. See Course
Author Bios in the Admin Guide for more information.

1 eSSential v.8.24 Roles and Privileges Matrix | eLogic Learning

Role Privileges
Instructor Role The Instructor role is automatically given only the
privilege to Manage Training Event Attendance and to
View Associates. The Instructor role is typically
assigned to admin users whose only role in the
application will be to register users for a training
session event and mark attendance.
Training A Training Manager is a role with combination
privileges. Users with this role are given instructor,
Manager Role course author and level one manager access. The idea
behind a training manager is that they are an
administrative user that should be limited to working
with one or a few Level One organizational values. That
is why the role is a combination of Instructor, Course
Author and Level One Manager. The Training manager
receives all the functional access that an instructor or
course author does but they are constrained to seeing
only data related to the Level One values where they
have been assigned as a manager.
2 eSSential v.8.24 Roles and Privileges Matrix | eLogic Learning
Reporting
Instructor users will be able to run
Name Tag and Attendee List reports
from the training session area.’
Reporting permissions can be added
manually to the Admin user
management page to grant the
Instructor the same reporting access
as the Site Administrator.
List Associates – Option to Select Level 1
List Associates by Course Status – Option
to Select Level 1
List Associates by Course with Percent
Difference between Pre and Final
List Associates by Learning Path – Option
to Select Level 1
Course Cost by Level One
Enrollment by Course Grouped by Level
One
Associate Activity Report - Option to
Select Level 1
Associate Cumulative Course Hour
Report - Option to Select Level 1
List Courses By
Course Source Usage Summary Report –
Option to Select Level 1
Course Source Usage Detail Report -
Option to Select Level 1
List Training Session By
List Associates by Training Session by
Status – Option to Select Level 1
Training Session Calendar Report
Associate Certification Report
Certification Expiration Report
Role Privileges
Level One The Level One Manager role is intended to be given to
business owners within the organization who are the
Manager Role primary stakeholder(s) for a segment of the
organization. Assigning a Level One Manager gives
that user access to all Level Two and Level Three
information below their Level One.
Their primary need to access the system will be to run
reports to view progress/usage of the LMS by the users
in their hierarchy. The second reason they will access
the system is to view a specific associate and register
that associate for curriculum.
3 eSSential v.8.24 Roles and Privileges Matrix | eLogic Learning
Reporting
List Associates – Option to Select Level 1
List Associates by Course Status –
Option to Select Level 1
List Associates by Course with Percent
Difference between Pre and Final
Assessment
List Associates by Learning Path – Option
to Select Level One organization for
running report
Enrollment by Course Grouped by Level
One
Associate Activity Report - Option to
Select Level 1
Associate Cumulative Course Hour
Report - Option to Select Level One
organization for running report
List Associates by Training Session
List Associates by Training Session by
Status – Option to Select Level 1
Course Cost by Level One
List Courses By
Course Source Usage Summary Report –
Option to Select Level 1
Course Source Usage Detail Report -
Option to Select Level 1
List Training Session By
Training Session Calendar Report – This
displays a list of all active Training
Sessions in the application even if the
training session is not assigned to the
Level Manager’s hierarchy. This allows
the Level Manager to see instructor led
training available and determine if any
should be requested to be assigned to
their hierarchy.
Associate Certification Report
Certification Expiration Report
Role Privileges
Level Two The Level Two Manager role is intended to be given to
business owners within the organization who are the
Manager Role primary stakeholder(s) for a segment of the
organization. Assigning a Level Two Manager gives
that user access to that Level Two and the Level Three
information below their Level Two.
Their primary need to access the system will be to run
reports to view progress/usage of the LMS by the users
in their hierarchy. The second reason they will access
the system is to view a specific associate and register
that associate for curriculum. The final driver behind
creating a Level Two manager is for the manager
approval functionality. If no Level Three manager exists
below the Level Two, the Level Two manager will
receive the manager approval notification for associate
users within their hierarchy.
4 eSSential v.8.24 Roles and Privileges Matrix | eLogic Learning
Reporting
List Associates – Option to Select Level 2
List Associates by Course Status – Option
to Select Level Two organization for
running report
List Associates by Course with Percent
Difference between Pre and Final
Assessment
List Associates by Learning Path – Option
to Select Level 2
Enrollment by Course Grouped by Level
One
Associate Activity Report - Option to
Select Level 2
Associate Cumulative Course Hour
Report - Option to Select Level 2
List Associates by Training Session
List Associates by Training Session by
Status – Option to Select Level 2
Course Cost by Level Two
List Courses By
Course Source Usage Summary Report –
Option to Select Level 2
Course Source Usage Detail Report -
Option to Select Level 2
List Training Session By
Training Session Calendar Report (under
Course Usage link) – This displays a list
of all active Training Sessions in the
application even if the training session is
not assigned to the Level Manager’s
hierarchy. This allows the Level Manager
to see instructor led training available and
determine if any should be requested to
be assigned to their hierarchy.
Associate Certification Report
Certification Expiration Report
Role Privileges
Level Three The Level Three Manager role is intended to be given
to business owners within the organization who are the
Manager Role primary stakeholder(s) for a segment of the
organization. Assigning a manager as a Level Three
Manager gives that manager access to that Level
Three only.
Their primary need to access the system will be to run
reports to view progress/usage of the LMS by the users
in their hierarchy. The second reason they will access
the system is to view a specific associate and register
that associate for curriculum. The final driver behind
creating a Level Three manager is for the manager
approval functionality.
5 eSSential v.8.24 Roles and Privileges Matrix | eLogic Learning
Reporting
List Associates – Option to Select Level 3
List Associates by Course Status – Option
to Select Level 3
List Associates by Course with Percent
Difference between Pre and Final
Assessment
List Associates by Learning Path – Option
to Select Level 3
Enrollment by Course Grouped by Level
One
Associate Activity Report - Option to
Select Level 3
Associate Cumulative Course Hour
Report - Option to Select Level 3
List Associates by Training Session
List Associates by Training Session by
Status – Option to Select Level 3
Course Cost by Level Three
List Courses By
Course Source Usage Summary Report –
Option to Select Level 3
Course Source Usage Detail Report -
Option to Select Level 3
List Training Session By
Training Session Calendar Report – This
displays a list of all active Training
Sessions in the application even if the
training session is not assigned to the
Level Manager’s hierarchy. This allows
the Level Manager to see instructor led
training available and determine if any
should be requested to be assigned to
their hierarchy.
Associate Certification Report
Certification Expiration Report
 Site Training Course Level 1 Level 2 Level 3
Default Privilege Admin Mgr Author Mgr Mgr Mgr Instructor
Add Admin User(s) X
Edit Admin User(s) X
View Admin User(s) X
Add Associate(s) X
Edit Associate(s) X X
View Associate(s) X X X X X X
Edit Instructor(s) X
View Instructor(s) X X
Add Course(s) X X X
Edit Course(s) X X X
View Course(s) X X X X X X
Approve Course(s) X
Manage Test Bank(s) X X X
Manage Pre-Hire Test(s) X

Manage Training Event(s)/

Session X X

Manage Training Event

Attendance X

Manage Learning Path X

Manage Course Category(s) X X X

Manage Portal Content X
Manage Survey(s) X X X
Manage Email X
View and Run Reports X X X X X
Manage Ad-hoc Reports (only
available to clients who have
purchased add-on module) X

Manage Facilities & Resources X X

Add Level One X
Edit Level One X
View Level One X X X
Add Level Two X
Edit Level Two X
View Level Two X X X X
Add Level Three X
Edit Level Three X
View Level Three X X X X X

6 eSSential v.8.24 Roles and Privileges Matrix | eLogic Learning