Setting up access rights for managers

Setting up access rights for managers

You can set how much access a Manager has in Click - Learning in two ways:
  1. Group: Choosing which Group they are allocated to
  2. Role: Setting their Profile type to:
    1. Manager: This Profile type has full access to all Click - Learning functions and other Profiles. They are subject to the following restrictions:- they cannot edit their own Profile :- they can only see other Profiles which are in their Group or Child Groups.
    2. Reporting Manager: a Manager Profile where all admin functions are disabled apart from the ability to view the Learners' courses to add evidence and sign-off learning outcomes. This DOES NOT allow them to sign-off the course sections.
    3. Reviewer Sign-off: a Manager Profile, the same as the Reporting Manager but this DOES allow them to sign-off the courses as well.
You set the Role and Group when adding them to the system.  Alternatively you can view and edit their Profile in the Learners page at any time.

Let's use some examples to help explain what you can do with these options.

Fairly Restful Care is a beautiful care home in the countryside with 30 staff, a manager, deputy manager, day senior, night senior, and training manager. The staff team are divided into day, night and domestic staff teams.
Using the Groups page the Manager sets up three groups:

Account: Fairly Restful Care
Group 1: Day staff 
Group 2:  Night staff
Group 3:  Domestic staff

Here are some examples of how to use the Group and Role selections to control the Manager access rights
Example 1
The Manager and training manager need full access to Click - Learning and all the staff.  So the following Group and Role selection needs to be made:
Group: Fairly Restful Care
Role: Manager

Example 2
The day senior needs to support the day staff staff with their courses, but the Manager doesn't want her to be able to add Learners, set courses or generate the certificate because this is the training managers job.  So the following Group and Role selection needs to be made:
Group: Day Staff
Role: Reporting Manager

Example 3
The deputy manager needs to be able to see all staff so he can sign off the courses when the training manager is on holiday. However, the Manager doesn't want the deputy to be able to add Learners or set courses because he isn't good with technology.  So the following Group and Role selection needs to be made:
Group: Fairly Restful Care
Role: Reviewer Sign-Off

    • Related Articles

    • Setting up Groups

      The Groups page in Click - Learning is an integral part of the system. Before adding your Learners and Managers to Click - Learning, you should create your Group structure. The Groups are important for a couple of reasons: Manager access is linked to ...
    • Setting up System Admin

      The person who set up the account and pays the invoices can request system admin access by contacting support@click-learning.co.uk using the email address they registered when creating the account. All other system admins can then be allocated by the ...
    • Do I need to allocate an assessor and how do I do this?

      The allocate assessor button has a very specific use and should only be used when trying to allocate an external assessor who is not part of your Click - Learning account. External assessor have a specific profile that needs to be requested by ...
    • Setting course target dates / deadlines and refresher periods

      First find the course you would like to change the date for. There are two ways to do this: 1) Individual courses 1) Use the activity report and use the filters to narrow down your search 2) use the learners page and view the learner record. Once you ...
    • Do you have a glossary?

      If you want to know the difference between smart marking and manager sign-off then you need the Glossary: Term Description Accessibility A tool to allow you to use Click-Learning in a way that works best for you. Customise the font, language, colour ...