While all people in your Tribal Habits portal are users, there are a number of access levels that can be granted to each user (depending on which Plan you are on).
Each access level gives different access to various features within the platform. Let's review the different access levels 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). Depending on their Access level, Admins may be able to create and delete users, create and delete training, run reports and manage portal settings. You should limit the number of Admins in your portal to key individuals only. Admins can only be created by Super Admins in your portal. Learn more about creating Admins and the different Access Levels for admins here.
Important: Customers on a Business 50 or larger plan have multiple options for admin access that they can assign to their portal admins. For smaller Lite plans, all admins only have the option of 'Super' level permission.
Creators. Creators are users who are able to create and edit training (topics and articles). Creators can be assigned to a specific module (topic, article) or given Creator access level in their user profile.
Specific assignment. A user can be made a creator of a specific training module (topic, article) they need to edit by an Admin. 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 only edit topics or articles they are the assigned creator for. Creators can be assigned to topics or articles via a variety of methods.
Assigned Creator access level. A user can also be granted the Creator access level in their user profile. This option allows the user to see the CREATE button on their dashboard and start creating topics and articles on their own - they will then be automatically assigned as creator to those topics or articles. This access level does not allow them to edit other topics or articles created by other people (they will need an Admin to grant them that specific assignment).
Assessors. Assessors are users who are enrolled in a topic or article and can 'assess' explorer content. Assessors are assigned in similar ways to creators, but cannot edit/create content within a topic or article. They can only assess contributions from explorers.
Explorers. Explorers represent people enrolled in a topic, article or pathway. Explorers are 'learners'.
Managers. Each user in Tribal Habits can have up to five managers assigned to them. These managers are assigned via an email address, which means that managers can be internal or external to your Tribal Habits platform. This means you could add the email of an 'external' manager who is not actually a user in your Tribal Habits platform (like a coach or mentor). This would allow that external person to receive notifications without having to be created as a user in your portal.
Team Leaders. Team Leaders are managers who also exist as a user in your Tribal Habits portal (so 'internal' managers). Since Team Leaders can log into your Tribal Habits portal, they gain access to a Team page where they can review their team, enrol team members in training and subscribe to team report emails. So, all team leaders are managers, but not all managers are team leaders (only managers who also exist as a user in your portal are team leaders).
In addition to these main access levels, each user can also have two additional access-related features.
Type. Every user (regardless of access level) 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 that 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.