Management roles
Assigning roles allows an Admin to delegate and share tasks within learningBOX.
*Management roles can be assigned in bulk via CSV.
For more details, refer to Assign management roles by CSV.
Required
Management role of Group manager (Edit/View) + Co-admin
Management roles can be assigned to an entire group. This allows you to assign roles to multiple group memebers in bulk.
*For more details, refer to Assign roles to group.
01. Go to Manage users
Click "Manage users" in the side menu.
02. Icons and roles
Each role is represented by a unique icon.
▼ Types of roles
- Content manager
- Grade manager
- Content manager (Assign)
- Email template manager
- Notification manager
- Message manager
- Other permissions
You can assign the management roles as mentioned above.
The following section explains the details and configuration steps for each role.
Segment settigngs enable to display specific courses to learners based on the context. When the toggle key on the setting page is enabled, the following management roles can be assigned in addition to the default settings.
・ Content manager
・ Grade manager
・ Content manager (Assign)
*If a single course is assigned to multiple segments (excluding the default segment), you must have the corresponding segment-specific Management roles for all of those segments.
e.g.) If Course A is registered under both Segment A and Segment B, the user must have permissions for both Segment A and Segment B to manage it.
Group manager
This role allows users to manage users and groups on the Manage users page.
▼ How to set
On the Manage users page, click the group icon for the user you want to assign the role to.
Select a group and choose either Edit or View permissions.
You can add more group permissions by clicking "+ Add role."
To remove a configuration line, click the X button.
Click Save to finalize.
For more details on the Group manager (View), refer to View permissions, Group manager (Veiw).
Content manager
Content managers (Edit) can add, edit, and manage content on the Manage contents page.
▼ How to set
Click the folder icon next to the target user on the Manage users page.
The following window will appear.
If permission assignment per segment is enabled in the Segment settings, the window will be split into two tabs: "Standard" and "Per segment."
[Standard]
You can assign permissions on a course-by-course or folder-by-folder basis.
Select a course or folder from the dropdown menu, and choose either Edit or View permissions.
You can add more roles by clicking on "+Add role."
To remove a configuration line, click the X button.
Click Save to finalize.
[Per segment]
You can assign permissions on a segment-by-segment basis.
Select a segment from the drop-down menu, then choose either Edit or View.
Aside from the segment selection, the basic operations remain the same as Standard settings.
For more details on the Content manager (View), refer to View permissions, Content manager (View).
Grade manager
This role allows users to manage learner performance data.
▼ How to set
Click on the graph icon next to the target user on the Manage users page.
The following window will appear.
If permission assignment per segment is enabled in the Segment settings, the window will be split into two tabs: "Standard" and "Per segment."
[Standard]
You can assign permissions at the group, course, or folder level.
Select a target group and the corresponding course/folder from the dropdown menus.
The following four types of permissions are selectable.
・ Edit: Grade submissions and manage all grades.
・ View: View learners' grades (read-only).
・ Grade: Grade submissions only.
・ Grade manager (Approval): Approve submissions before they are finalized and returned to learners via the Grading workflow.
You can add more roles by clicking on "+Add role."
To remove a configuration line, click the X button.
Click Save to finalize.
[Per segment]
You can assign permissions on a segment-by-segment and group-by-group basis.
Select a segment and a group from the dropdown menus.
Aside from the segment selection, the basic operations remain the same as Standard settings.
*For more details about Grade manager (View), refer to View permissions.
Content manager (Assign)
Content managers (Assign) can assign content to groups or users.
The Content manager (Assign) role must be assigned alongside either the Group manager or Content manager role.
How to set
Click the group or folder icon for the selected user, then click the hat icon.
*Refer to Group manager and Content manager.
The following window will appear.
If permission assignment per segment is enabled in the Segment settings, the window will be split into two tabs: "Standard" and "Per segment."
[Standard]
You can assign permissions at the group, course, or folder level.
Select a target group and the corresponding course/folder from the dropdown menus.
You can add more roles by clicking on "+Add role."
To remove a configuration line, click the X button.
Click Save to finalize.
[Per segment]
You can assign permissions on a segment-by-segment and group-by-group basis.
Select a segment and a group from the dropdown menus.
Aside from the segment selection, the basic operations remain the same as Standard settings.
If you assign only one of the Group manager or Content manager:
- You can only select groups that have been set in the Group manager.
- You can only select the target content and target segments specified within the Content manager permissions.
Email template manager
Email template manager edit email templates on the Email settings.
These emails will be sent from learningBOX.
▼ How to set
Click on the envelope icon on the Manage users page.
Select a group.
You can add more settings by clicking "+ Add role."
To remove a configuration line, click the X button.
Click Save to finalize.
If you restrict the role to specific groups, only the invitation email and grade notification templates can be edited.
*For more details, refer to Email settings by admin.
Notification manager
Notification managers can create and edit notifications.
▼ How to set
On the Manage users page, click the bell icon next to the user you want to assign the role to.
Select a group.
You can add more settings by clicking "+ Add role."
To remove a configuration line, click the X button.
Click Save to finalize.
When a Notification manager has permission for only a specific group, they can:
・ Create notifications for that group or its subordinate groups.
・ Edit notifications assigned to that group and its subordinate groups.
*If a notification includes groups outside of their assigned management roles, the Notification manager will not be able to edit it.
・view the email history regarding the assigned group in the Sent/Scheduled emails
(Notices that contain both groups subject to authorization and groups not subject to authorization will not be displayed.)
Message manager
Message managers can manage direct messages and group chats on the Message page, as well as send new messages to non-admin users on the Message box page.
▼ How to set
Click on the speech bubble icon on the Manage users page.
Select a group.
You can add more settings by clicking "+ Add role."
To remove a configuration line, click the X button.
Click Save to finalize.
Other permissions
Additional management permissions include the following:
■ Role assigner
This role allows users to edit roles on the Manage users page.
*Group manager must be assigned along with this role.
■Co-admin
This role allows users to manage various system-wide settings in learningBOX.
■ eCommerce manager
eCommerce managers can access pages related to eCommerce, including payment settings, sales management, etc.
*Customization and EC special license.
▼ How to set
Click the hammer icon for the selected user.
Tick a role you want to assing.
Click Save to finalize.
