Role Management

Here the user can associate Training Plan roles to groups or users.

To access Training Plans a user must be given explicit access or must take part in a Training Plan Task. To give access to administrative areas the administrator needs to give access to explicit Groups or Users with specific roles.

There are 3 possible roles: Administrator, Training Plan Task Creator and Training Plan Task Viewer.

• Administrator this role has access to the training plan Preferences (can create / edit email templates, custom fields, roles configuration, organizational unit types, among other options available in the Preferences), can create training plan tasks, can view and edit all the tasks created, can consult the details of all the training plan tasks and view all the needs created and their approval status;
• Task Creation Admin this role can create tasks, can view and edit all the tasks they have created and the ones they are authorized to see, depending on the configuration done at the task level; can consult the details of all the tasks they have created and view all the needs created by plan contributors and their approval status. This role does not give access to the TP preferences area (emails, custom fields, roles);
• Task Creation View: this role can view the tasks they are authorized to see depending on the configuration done at the task level. Has access to the details of the setting of the task, consult the details of all the tasks and view all the needs created by plan contributors and the approval status. This role does not give access to the TP preferences area (emails, custom fields, roles), nor to the Training Plan creator role ( i.e. : cannot create or edit a training plan).

Note: these roles are assigned to groups or users that already exist in CSoD.
It is possible to select a group of users or a single user, provided it has been already created in CSoD LMS.

The roles can have access to the following areas:

A Task Creation Admin or Task Creation Viewer can only view the details of a plan, or the plan’s dashboard where they are the creator or were given access to upon creating the Training Plan Task. Other users can only access a Plan where they are Targets, Contributors or Approvers.