Admin Roles & Corresponding Abilities

Modified on Mon, 12 Feb 2024 at 09:47 AM

 


There are many sections, features, and tools in the admin website; some of these are restricted based on the roles and permissions that an admin user has. When an admin account is created or edited by a company administrator, the account is given one or more roles that determine the areas and tools the user can access in the website. This article explains all the access and abilities for the various admin roles inside the admin website.


Notes: Some roles require special permissions to be enabled. To read about special permissions, see this article.


User Roles and Abilities


All admin roles can view, modify, and delete their own accounts, and they can all view the company dashboard.


Company Administrator (Admin)


In the Settings section:



  • You can create, delete, and edit other admin accounts; you can also modify your own account (do this in the Admin Account Management module).

  • You can manage company settings in the Company Overview module.

  • You can manage certificates in the Certificate Manager module.


In the Reports section:



  • You can view the audit log report to view any system updates and changes that have been made for the company.


Reports 


In the Reports section you can view and run the following report types:



  • Course Event Summary

  • Course Progress Summary

  • Livingfit Weekly Report

  • Course Event Details (if PII is enabled, you can view specific details about members)

  • Flow Responses


Portal Management


In the Settings section, you can enter the Portal Management module and do the following:



  • Create and edit portals and portal groups

  • View the portals list for your company and manage or delete portals

  • View and modify portal settings, including configuring authentication types, branding, and the enablement of trackers and features 


Activation Codes


In the Settings section, you can enter the Course Activation Codes module and:



  • Create and edit activation codes

  • View the activation code list

  • View activation code audit logs (must have PII permissions to view member name)


Content


In the Settings section, you can manage the content for the portals you have access to, which includes the following:



  • You can configure the communications settings, like enabling the Contact Name feature and assigning a "From" name for emails; you can also set the messaging types for the portal and the security parameters.

  • You can set status of trackers and create customized trackers.

  • You can manage all content, including assessments, automations, courses, flows, goals, and the pieces in the member library.


The Following Roles Require Special Permissions (PHI & PII)


View Member 


In the Members section, you can:



  • Search for and view members 

  • View member dashboard

  • View course, notification, and data-feed details

  • Add notes (and edit/delete previous notes)

  • View data-feed audit log

  • View member emails


Manage Member


In the Members section, you can:



  • Add new members

  • Search for and view members

  • View member dashboard

  • View course, notification, and data-feed details

  • Can login as member, anonymize member, unlock next session, and reset session 

  • Change email status and resend emails


Coach 


Coaches can view their company dashboard and access the coaching dashboard where they can:



  • Create and edit tasks in the coaching dashboard

  • Mark tasks as complete or canceled


When the coach role is augmented with a customer service and/or a customer support manager role, they have the added ability to search for individual members and view the member account pages in the customer service section.

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