Training roles and access

Training permissions are set by Personnel module role (Member, Manager, or Admin) at each site. The UI product area is Training, but the role column in Settings > User Management is Personnel. The organization also needs the Personnel module entitlement for training roles to apply.

Quick reference

*Requires Site Admin (manage-integrations).

**Requires Site Admin (manage-integrations).

Courses and assignments

Members can see only the courses they were assigned to. They can complete steps and mark courses as done, but they cannot create, edit, publish, or assign courses. Learners need at least Personnel Member access to complete assigned courses. When you assign a course to a group, the system creates an individual fulfillment for each group member.

Managers can create, edit, publish, archive, and assign courses to individuals or groups, including course Validity, external-course Training Provider, and Personnel Record grant settings. Managers and Admins can also edit due dates on manual assignments and individual fulfillments, remove people from manual assignments, and delete manual assignments from the course Assignments panel. Managers and Admins can delete draft Calm courses that have no assignments. Only Admins can delete archived Calm courses, which permanently removes linked assignments, fulfillments, training results, and quiz attempts. Published Calm courses must be archived before they can be deleted. For step-by-step instructions, see Create and assign Calm training courses and Manage training courses and results.

Assessments and results

Members can complete assigned assessments and view their own progress. Managers can review all assessment scores and attempt history, record and edit manual training results on person records—including certificate details, provider overrides, and PDF certificate files—and manage quizzes. Admins have the same operational access as managers. For step-by-step instructions, see Manage training courses and results and Add an assessment to a training course.

iHasco sync

Connecting iHasco and editing its mapping and sync settings is done under Settings > Integrations and requires Site Admin (manage-integrations). Once connected, Personnel Managers and Admins can run sync actions to import or refresh courses, people, custom fields, and training results.

Settings and configuration

Training course content and assessments are configured in the course builder (Personnel Manager+). iHasco connection and mapping are under Settings > Integrations (Site Admin). General Personnel options (such as auto-creating personnel records) are under Settings > Personnel; editing those options requires Site Manager or Site Admin (update-site).

How to change a Training role

Training permissions are part of the Personnel module. To change someone's training access:

1. Go to Settings > User Management

2. Find the person and click Edit Access

3. In the Access Control table, set their role for the Personnel module at each site: Member, Manager, or Admin

4. Click Save

If you do not see Edit Access, you need the Manager role (or higher) for the Site module. You need Site Manager or Site Admin (or organisation owner) to access User Management and use Edit Access. For a full overview of the three roles, see Understanding User Roles and Permissions. To apply standard role configurations quickly, see Module Entitlements and Permission Templates.

Related articles

• Track training certificate expiry

• Grant a personnel record from completed training