There are 3 ways we categorize people within Northpass: Learners, Managers, and Admins. Each has different roles within the platform and overall permissions to features.
Learners can view only the courses assigned to them.
Managers can only manage information relevant to their own courses and groups based on the permissions they are assigned. Access includes the ability to edit content, view/download reports for learner progress and quiz analytics, and resend pending invites in courses assigned to them.
Admins will have full access to all tools and features within the platform, including School and Account Settings.
Let's walk through how to assign a user's role, which we can do whether someone is new to the platform or simply has a role change.
1. Starting in the People tab, click +Add at the right.
2. Enter the new or existing member's email address(es), followed by specifying what their role capabilities should look like--learner, manager, or admin.
Note: if entering multiple learners, separate email addresses with a comma or a new line.
3. You'll see based on your selection of Learner, Manager, or Admin that several follow up scenarios come up:
Learner- Select whether you want to add the learner to an individual course or a group of courses ('Groups' are created on the Groups page under Community). Type in the name of the course or group.
Manager- If the manager has been assigned courses, select what permissions they have for learners in their courses. If this manager is a learner for certain courses, you should specify those courses here. (Linked Article: Switching From Manager to Learner View)
Admin- If this user is an Admin but needs to take courses as a Learner, make sure to specify those
4. Lastly, click the green Invite button to send an e-mail notification to the user(s).