Coassemble provides a number of pre-defined roles that can be applied to trainers, in addition to a more advanced permissions system for users looking for something a little more granular.
Role-based permissions
There are 4 pre-defined roles that can be applied to your trainers in Coassemble. Each of these roles is created by grouping a number of workspace permissions. These roles are:
Creator: Share, Create
Facilitator: Teach, Enroll
Manager: Share, Create, Teach, Enroll, Invite
Administrator: Share, Create, Teach, Enroll, Invite, Configure
Permission definitions:
Share allows a trainer to share any course in the workspace.
Create allows a trainer to create, edit, and publish courses in the workspace.
Teach allows a trainer to view and grade all results on the workspace.
Enrol allows a trainer to add existing learners to courses and groups.
Invite allows a trainer to invite new learners to the workspace. Note, this user cannot invite new trainers.
Configure allows a trainer to configure everything in the workspace, including: branding, integrations, workspace settings and workspace notifications. Additionally, this permission is the only permission that will allow a trainer to invite and manage other trainers.
The table below lists each role, with the associated permission on the workspace.
Applying roles to trainers
Each time you create a new trainer, you'll be asked to assign a role to that trainer. This involves the following steps:
Step 1: To create a new trainer, navigate to the Users page, and select the 'Trainers' tab.
Step 2: Once you're on the Trainers tab, click the 'Create trainer' button.
Step 3: This will pop up a new window asking you to type the email address of the trainer you want to add and select their role. If you want to add multiple trainers, you can copy and paste as many email addresses into the box as you like.
Step 4: Now you need to choose a specific role for your new trainer(s). Click 'Next' then the 'Create trainer' button once you have confirmed the trainer's details.
Editing existing roles
You can also edit existing trainer roles from the Trainers tab. Follow these steps:
Step 1: Click the edit button (the pencil icon) displayed next to the role of the trainer you want to edit.
Step 2: Select the new role from the dropdown menu.
Step 3: Click 'Next'. You'll then be presented with a clear explanation of the changes. Select 'Confirm' to finalize the changes.
Advanced permissions
Roles are created using a combination of permissions: Share, Create, Teach, Enroll, Invite, and Configure. When you apply a role (e.g. the Creator role) the user is given the Share and Create permission on the entire workspace. This means they can share and create content belonging to any folder in the workspace.
What if you only wanted to give a user the ability to create and share courses in just one folder? This is where advanced permissions come into play.
Using advanced permissions with trainers
To access advanced permissions, follow these steps:
Step 1: Click on a trainer from the Trainers tab. This will bring up the trainer's profile.
Step 2: Click on the dropdown menu underneath 'Apply this role to:'. Choose 'Selected folder'.
Step 3: You will now see a list of all the folders, and the ways in which the existing role has configured the trainer's permissions. You can apply or remove permissions from individual folders within the workspace.
Step 4: Don't forget to save your changes by clicking 'Save'.
If you choose to apply a permission outside of the pre-defined roles, their role will be expressed as a custom role.
There may be some cases where you decide you only want to apply a single permission for a user at the workspace-level. You can do this by following the instructions above, but by checking/unchecking the checkboxes on the workspace-level. If you do this, then the users' role will be expressed as the permission you've chosen. The example below illustrates a user with only the Share permission on the workspace.
