Program Roles and Access

Assign team members the appropriate roles to provide different levels of permissions.

Written By Donna Hanson-Squires (Super Administrator)

Updated at March 14th, 2025

Each program in Academy has four roles. Permissions for each of these roles are described below.

Learner

Access the program content and complete activities as a program participant.

Facilitator

Program/Content Access

  • access the program content and complete activities
  • access “locked” sections of the program that are not yet available to the program participants
  • add new Resources

User/Class Participant Access

  • view the class list (including user profiles, program transcripts etc.)
  • add new learners/participants to the program
  • add learners to Groups

Reporting and Class Activity Access

  • view reporting dashboards that have been made available to the Facilitator role
  • view learning objectives, including participant/learner objective ratings
  • view and comment on learner submissions to activities and tasks

Posts & Announcements

  • create new posts/announcements
  • pin posts/announcements to the program home page
  • delete posts/announcements

Coach

Coaches or mentors have a special role in Academy. Participants can nominate a coach to support them throughout the course. There are different levels of coach involvement, depending on the nature of the course. 

Coordinator

All permissions available to Facilitators are also available to Coordinators.

In addition, Coordinators have full edit access to the program content and settings.

 

Assigning Roles

Assign a participant to the Learner, Facilitator or Coordinator roles by:

  1. Access the Facilitation view and navigate to the Class List tab in the left-side menu
  2. Use the three dots on the right side of the learner's details to open the drop down
  3. Select the appropriate role for that user
     
This screenshot shows the class list sub-header menu when in facilitation view. The 'enrolled learners' tab has been selected, showing the dashboard for enrolled learners in this program. There is a list of learners and their corresponding program status showing in the main window. Each of these learners has three dots in a vertical line to the right of their name and login details. Once clicked, these dots reveal a drop-down menu, which has been highlighted in this screenshot to indicate this is where roles are selcted by the admin user. In the drop down menu, there are options for actions: View Profile, Change Program Role (roles are facilitator, coordinator or learner observer) and change program status.

 

To add a Coach to a program, go to the Coach tab in the left menu of the Class List and choose the Add Coach button in the top right corner.
 
When adding the Coach's user details, you will be prompted to select the learner that the new user will be the Coach of. This creates the link between the Learner and their Coach.
 
This screenshot shows the class list sub-header menu when in facilitation view. The 'coach' tab has been selected, showing the details of all program coaches in the main window. There is information about the coaches and their associated learners, along with a button labelled 'add coach'. This button is how an admin user can create a new coach for the program. All of this is blurred out to indicate the add coach button has been pressed and opened up a pop-up window in front of the main details of this window. This is the 'add coach popup, and contains three steps: user details, assign learners, and confimation. The admin user is directed to input the coach email and name, then moves on to assign them to a learner. This is the process for adding a coach to a program.