Roles (Overview and Permissions) - Article

Role descriptions

The Eurekos LMS includes preconfigured roles that grant different levels of permission to view and manage learning content and platform settings. This article provides a brief overview of each role’s purpose and access level – ordered by permission hierarchy – followed by a high-level, feature-based permissions table. 

Global Administrator (GLA)

This role manages platform configuration and organization management at the highest level, with full viewing and editing access to all users and content across organizations. It is available only on platforms with an extended organizational filter, providing global access for platform-critical configuration and adding an additional administrative tier that also applies to course content and multimedia archives.

Platform Administrator (PLA)

When the extended organizational filter is not enabled, this role obtains similar rights to the Global Administrator, i.e. the maximum level of access. In other cases, it assumes the highest admin authority within a specific organization with full rights to creating, editing, and deleting resources, as well as changing settings and operations specific to its organization.

Support (SPT)

This role is designed for larger organizations that require extended support for content management and user administration, without involvement in broader platform configuration. The Support role has the same permissions as a Platform Administrator, except it does not have access to platform-wide Settings.

Course Administrator (COA)

The Course Administrator role revolves around the meticulous configuration of training routines within course administration. This role has in-depth access to all aspects of training routine configuration within courses – including user and certificate management, activity connections, and email automation rules. In addition, Course Administrators can create events and announcements related to the activities they are accountable for, and their Home Screen features a Reminders section.

Assistant(AST) Opt-in role

This custom role is similar to the Course Administrator one, though without access to Transactions. It is intended to manage both courses and user participation with access to functions such as Activities, Automation, Locations, Certificates, Events, and Announcements – plus a dedicated Reminders section on their Home Screen  and Automated email workflows for communication.

To enable: Contact Eurekos Service Desk to have this role enabled.

Advanced Instructor (AIN) Opt-in role

This custom role is highly specialized, assuming responsibility for their own activities and managing active courses therein. They get some course management ability within My Activities to assign training activities configured for self enrollment. Event access is confined to those they themselves have created. For these, they can mark attendance and mark a course as “Ready for invoice” in order to finalize its flow.

To enable: Contact Eurekos Service Desk to have this role enabled.

Instructor (INS)

This role revolves around content creation with the capacity to create, edit, and delete their own courses, and the content and assets therein (videos, playlists, H5P elements, etc.). In further, they can facilitate, manage events and announcements for activities under their responsibility, as well as access statistics and manage some aspects of users within their own activities.

External Instructor (XIN) Opt-in role

This custom role mainly involves course management, but with limited access that is centered around managing courses within the organization it belongs to. While they can be set as responsible for activities and can access certain reports, they have no access to Course administration, Users list, Reports, or Organizations.

To enable: Contact Eurekos Service Desk to have this role enabled.

Manager (MGR)

This role is meant to manage the members of a specific organization or sub-organization. Managers can monitor staff progress on trainings and enroll them in courses, as well as track certificates with impending expiration dates. In further, they can download reports with training statistics and user transcripts for documentation and follow-up purposes. Managers can be external users like partners or resellers, delegating responsibility for specific audience management to aid in decentralization.

Immediate Manager (IMR)

This role has a behavior similar to the Manager role, displaying statistics on training progress and certification status for users they are assigned to as Immediate Manager. They can also make purchases on behalf of their staff. This role is commonly used alongside user provisioning systems, where the “immediate manager” relationship is automatically synchronized, reducing manual setup and simplifying administration.

Auditor(AUD)

This role serves as an overseer of individual learning outcomes within an organization. It is often assigned to internal or external auditors for compliance reviews and provides access to Reports and Analytics with comprehensive data visibility, while excluding content creation and most other platform features. Users with this role can still be enrolled in courses and participate as standard learners.

Participant (PTC)

This role pertains to registered platform end-users who engage as learners in training activities – whether enrolled by Managers or self-enrolled from the catalog. Participants have their viewing rights limited to their own learning paths and progress and cannot create or edit content, nor access any global platform settings.

Roles & Rights Table

This table summarizes the key viewing and editing permissions for the standard, predefined Eurekos roles across the most commonly used features. For additional examples and detailed descriptions, see the in-depth articles on roles, their home pages, and the relevant feature documentation.

Notes: The role-specific Home Screen for each role is described in greater detail in its respective article.

Notes: (✔︎) = Access limited to own content; ● = Requires content translation add-on.

Notes: (✔︎) = Access limited to own content.

Notes: (✔︎) = Access limited to own content.

Notes: (✔︎) = Access limited to own content.

Notes: (✔︎) = Access limited to own content.

Notes: (✔︎) = When Contact Manager is toggled on for this user.

Notes: (✔︎) = Access limited to own content.

Notes: (✔︎) = Manage within own organization. Viewing other users' profiles is restricted to administrative roles and relevant features. Limited view ensures privacy.

Notes: (✔︎) = When a Global Administrator is enabled, the Platform Administrator no longer has access to Settings.

Notes: (✔︎) = Role-specific access configured in “Settings → Analytics Permissions”.

Notes: (✔︎) = Limited and specialized interfaces.

Notes: (✔︎) = Access limited to own or co-authored content. Archive can be configured to exclude access for specific user roles.

Notes: (✔︎) = Access limited to own content. Streaming Video Archive can be configured to exclude access for specific user roles.

Notes: (✔︎) = Access limited to own data. H5P Archive can be configured to exclude access for specific user roles.

Notes: Resource Library is an add-on product.

Notes: Knowledge Base can be acquired as a stand-alone product with custom content and access rights.

Notes: When masquerading you impersonate another user and can conduct actions on their behalf, so caution is advised. Masquerading does not allow elevation to a higher role.