Advice and answers from the Tribal Habits Team

What user roles exist in Tribal Habits?

Users can take on a range of roles within your Tribal Habits portal.
Written by David King
Updated 5 months ago

While all people in your Tribal Habits portal are users, there are a number of roles each user can take on. Each role will have different access to various features within the platform. Let's review the different roles here.

  • Administrator. Admins can manage all aspects of your Tribal Habits portal. This means they can access the Admin area (and will see a link to it on their dashboard). Admins can create and delete users, create and delete training and run reports. You should limit the number of Admins in your portal to key individuals only. Admins can only be created by other admins - there is an Administrator checkbox for each user.
  • Creators. Creators are users who are able to create and edit training (topics and articles). Creators must be assigned to each training module they need to edit - being a Creator does not grant you access to all training modules. Each topic or article can have multiple Creators assigned to them. Creators can edit the content and navigation settings of a topic or article, but cannot edit enrolment settings (or review enrolments or user data). Creators can be assigned by Admins or explorers can become creators if that option is enabled on the explorer dashboard.
  • Explorers. Explorers represent learners. In Tribal Habits, everyone (including Admins and Creators) are explorers. When you log into Tribal Habits, all users are taken to their explorer dashboard, showing their training.
  • Managers. Each user in Tribal Habits can have up to five managers assigned to them. These managers are assigned via an email address only, which means that managers can be internal or external users to your Tribal Habits platform (you could assign an external manager to one of your users).
  • Team Leaders. Team Leaders are managers who exist as a user themselves in your Tribal Habits portal (so 'internal' managers). Since Team Leaders can log into your Tribal Habits portal, they have additional access to a Team page where they can review their team, enrol team members in training and subscribe to team report emails.

In addition to these main roles, each user can have two additional related 'sub-roles'.

  • Type. Every user (regardless of role) is categorised into one of three types. The choices are staff, client or prospect. This field largely impacts reporting and training catalogues, but there are some small feature differences too.
  • Login. The login field is only visible to organisations which have enabled Single-Sign-On. The choices for login are internal (users who access your Tribal Habits portal via SSO) or external (users outside your SSO environment). This choice impacts the login process, but can also be used for reporting and training catalogues.

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