Assigning Roles & Job Titles
When creating users and adding users to teams, you will see an option to add a role and job title for each user. Also when editing the users in a team, you will be able to change their role or assign a job title to users.
Assigning a Role is REQUIRED as this provides the user access to the platform
Assigning a Job Title is OPTIONAL
What is a Role? 👤
Roles are assigned to users depending on their responsibilities & permissions in the Platform. There are three roles available in the platform: Admin, Editor, or Viewer. Below is an overview of the permissions for each role.
Admin
Admin
Manage users in their team
Create & manage learning activities, skills, & skill profiles
View skill matrices
Assess skill levels for members of their team
Editor
Editor
Same permissions as a viewer
Additional permissions are only applicable for content creation in the instruction builder. More info here.
Viewer
Viewer
Can log in to the frontline app
Can access skills and learning activities that have been assigned through skill profiles
Note: If you are also using SwipeGuide for instructions, you can read more about platform roles and permissions related to content creation here.
What is a Job Title? 👔
A job title is a label given to a position within an organization that describes the responsibilities of that employee. Within the platform, you can create job titles and then assign these to specific users in your team.
Examples of job titles: Line Manager, Supervisor, Engineer, Machine Operator
When creating a skill profile, you can decide to assign it to either an entire team or to only certain job titles within a team:
Assigned to an entire team: This means all users in the team will receive the defined skills in their portfolio
Assigned to only certain job titles: This means only users in the team with the selected job title will receive the defined skills in their portfolio
Read more here to learn more about how to create job titles and assign them to users.