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Dashboard Admin Privileges Chart

Learn the Dashboard Admin Roles and the access levels assigned to each type of admin user. 


Helpful Tip! Click to learn more about How to Add or Remove Dashboard Admins or about admin roles and access based controls.

Each role is a bundle of permissions designed for common job functions.

This allows you to:

  • Assign the right role to each team member based on their responsibilities
  • Quickly understand what any role can and cannot do using the permission matrix
  • Mix and match roles when someone needs capabilities from multiple areas

Quick Role Reference Guide

Full Admin Access

🔑 All Access
  • Full system administrator - complete access to all features
  • Ideal for: Primary company admin, HR director, compliance officer
🔐 All Access Excluding Helpline
  • Full admin minus anonymous reporting - everything except helpline features
  • Ideal for: Admins who shouldn't see sensitive helpline reports
Feature Category All Access (Full Admin) All Access Excl. Helpline
Learner Management ✅ Full (create, edit, import, move) ✅ Full (create, edit, import, move)
Training Management ✅ Full (create, edit, delete, publish, assign, duplicate, customize) ✅ Full (create, edit, delete, publish, assign, duplicate, customize)
Course Authoring ✅ Create & edit custom courses ✅ Create & edit custom courses
Groups ✅ Full (create, edit, assign, archive) ✅ Full (create, edit, assign, archive)
Locations & Departments ✅ Full management ✅ Full management
Billing & Subscriptions ✅ Full (licenses, subscriptions, payment methods) ✅ Full (licenses, subscriptions, payment methods)
Company Settings ✅ Full (edit, update, delete, cancel) ✅ Full (edit, update, delete, cancel)
Integrations ✅ Full (HRIS, SSO, etc.) ✅ Full (HRIS, SSO, etc.)
API & Webhooks ✅ Full management ✅ Full management
Data Reports ✅ Full (create, view, manage) ✅ Full (create, view, manage)
Phishing Simulator ✅ Full campaigns access ✅ Full campaigns access
Anonymous Reporting/Helpline ✅ Full access ❌ No access
Training Due Dates ✅ Set due dates ✅ Set due dates
💳 Billing Access
  • Financial management only - billing, subscriptions, payment methods
  • Ideal for: Finance team, accounting department
Feature Category Billing Access
Learner Management ❌ No access
Training Management ❌ No access
Course Authoring ❌ No access
Groups ❌ No access
Locations & Departments ❌ No access
Billing & Subscriptions ✅ Full (licenses, subscriptions, payment methods)
Company Settings ✅ View only
Integrations ❌ No access
API & Webhooks ❌ No access
Data Reports ❌ No access
Phishing Simulator ❌ No access
Anonymous Reporting/Helpline ❌ No access
Training Due Dates ❌ No access

Learners, Managers, & Course Management

👥 Learners Access
  • People management focus - manage learners, groups, departments
  • Ideal for: HR administrators, onboarding specialists
👔 Leader/Manager Access
  • Scoped to their team - only see and manage their direct reports
  • Ideal for: Team leads, department managers, supervisors
📚 Course Management
  • Content creation focus - build and manage training content
  • Ideal for: Training coordinators, instructional designers
Feature Category Learners Access Leader/Manager Access Course Management
Learner Management ✅ Full (create, edit, import) ✅ Limited (direct reports only) ❌ No access
Training Management ✅ View & preview only ✅ Create & edit custom courses ✅ Full (create, edit, delete, publish, duplicate, customize)
Course Authoring ❌ No access ✅ Create & edit custom courses ✅ Full course creation & editing
Groups ✅ View & manage ❌ No access ❌ No access
Locations & Departments ✅ Full management ✅ Limited (only their locations) ✅ View only
Billing & Subscriptions ❌ No access ❌ No access ❌ No access
Company Settings ❌ No access ❌ No access ❌ No access
Integrations ❌ No access ❌ No access ❌ No access
API & Webhooks ❌ No access ❌ No access ❌ No access
Data Reports ✅ View & create ❌ No access ❌ No access
Phishing Simulator ❌ No access ❌ No access ❌ No access
Anonymous Reporting/Helpline ❌ No access ❌ No access ❌ No access
Training Due Dates ❌ No access ❌ No access ✅ Set due dates

IT, Phishing Simulator, and Anonymous Reporting Access

🔧 IT Access
  • Technical integration focus - manage SSO, HRIS, API, phishing campaigns
  • Ideal for: IT administrators, security teams
🎣 Phishing Simulator Access
  • Security training focus - phishing campaign management only
  • Ideal for: Security awareness teams
📞 Anonymous Reporting Access
  • Highly restricted - helpline access only
  • Ideal for: Ethics/compliance officers, helpline managers
Feature Category IT Access Phishing Simulator Access Anonymous Reporting Access
Learner Management ❌ No access ❌ No access ❌ No access
Training Management ❌ No access ❌ No access ❌ No access
Course Authoring ❌ No access ❌ No access ❌ No access
Groups ❌ No access ❌ No access ❌ No access
Locations & Departments ❌ No access ❌ No access ❌ No access
Billing & Subscriptions ❌ No access ❌ No access ❌ No access
Company Settings ❌ No access ✅ Edit company settings ✅ View only
Integrations ✅ Full management ❌ No access ❌ No access
API & Webhooks ✅ Full management ❌ No access ❌ No access
Data Reports ❌ No access ❌ No access ❌ No access
Phishing Simulator ✅ Full campaigns access ✅ Full campaigns access ❌ No access
Anonymous Reporting/Helpline ❌ No access ❌ No access ✅ Full access
Training Due Dates ❌ No access ❌ No access ❌ No access