User Role Overview
Administrators: The admin role has access to all content and all users. Admins can view plan information and enable usernames (in the Settings tab), as well as complete reporting access, including Insights. Admins are the only ones who can edit or update other users' permission levels.
Note: Administrator (Owner) is a unique role for a single user who is designated as the owner of your Trakstar Learn account.
Trainers: The trainer role is designed to manage courses and manage trainees. They can create new modules, courses, and catalogs and edit existing content. They can manage and add new users but cannot change the permission level of existing users.
Managers: The manager role is designed to manage trainees. They cannot create courses or edit the course content. They can manage and add new users but cannot change the permission level of existing users.
Managers have permission to take the following action in the system:
- Add new trainees
- Invite trainees to modules and courses
- Archive and reactivate trainees
- View and download reports
Team Leads: The team lead role is designed to manage existing trainees enrolled in courses. They can remind, reset, and set deadlines for trainees in a course. Team Leads do not have permission to archive, drop, or invite trainees to courses or add new users to the system. They cannot access catalogs, and they cannot edit or create groups.
Reporters: The reporter role is designed for viewing reports. This is the user role with the least access in the system, as they cannot take any action with trainees, users, or course content.
Note: An administrator can restrict any of the above user levels to one or multiple groups, restricting the users and subsequent reports they access. This is useful if you'd like a user only to have to access their direct reports or department.
Trainees: Trainees can take courses but have no administrative access.
All users have a trainee account so that they can take courses. To access the trainee account, click on your name in the top right of the screen and select View as Trainee.
Email Notifications
When a non-trainee user is added to Trakstar Learn, they will receive an email notification along with a login link. This includes when a trainee is upgraded to a non-trainee role.
When a trainee user is added to Trakstar Learn, they will not receive an email notification until they are invited to a course. The will receive an email notification for every course they are invited to.