Assign Academy Roles

Each Academy has six predefined, global Roles — Admins, Training Managers, Content Managers, Professional Instructors, HR Managers, and Hourly Workers. Each Role is connected with certain privileges and permissions, determining what a user with this role can do.

Administrators can assign these roles on the Manage Members page.

Navigation: UKG Learning > Academy Workspace > Academy Admin > Organization > Manage Team Members
 

Assign Roles

  1. Select the pencil icon (Edit team member) next to the user’s name.

    Edit role.jpg

  2. In the Roles column, review the roles currently assigned to the user.

    current roles.jpg
  3. In the pop-up window, select whether you want to assign an Organizational Role or a Custom Role.
    Roles section.jpg
  4. Select the desired role from the drop-down list.

    roles_section_2.jpg
  5. Click Save to apply the changes.

Review our article, Academy Role Positions, for a complete list of permissions for each role.

Role Specifics

Admins: Admins possess full administrative privileges within the Academy, allowing them to customize the Academy, manage members, configure the organizational structure, and perform a wide range of tasks. However, they are unable to edit their own roles, as they already have comprehensive access to all features and functions within the platform and they don't need to be assigned with any new custom role. Additionally, this limitation is intentional to ensure that an admin cannot inadvertently remove the Admin role from themselves, thereby maintaining the integrity of their access and privileges.

Training Managers: A Training Manager has the ability to manage the training process in an Academy: from creating courses, exams, and learning paths to assigning training to employees and supervising the whole training process. They can create, manage, and delete Course Categories and can also be given permissions to access and manage Resources Categories. 

The permissions and abilities of a Training Manager can be customized by an Admin through the Academy Settings. 

Content Managers: Content Managers have the ability to upload and manage an Academy's Content. That means that they can create, manage and delete Resources Categories. They may also be given permission to access Course Categories.

The permissions and abilities of a Content Manager can be customized by an Admin through the Academy Settings.

Professional Instructors: If a member with the "Create Course" permission enabled is set as Professional Instructor, they can set up priced courses in order to be purchased through your academy.

HR Manager: HR Managers are a role dedicated to assisting with the Performance Reviews and/or Goals in an Academy. Their permissions and abilities can be customized based on your Reviews/Goals settings.

Hourly Worker: The Hourly Worker role can help you define for which users you want to restrict training based on the location. See the Limit Access to Training Based on Location help topic.

Custom Roles: These are roles you set up yourself, with custom permissions.

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