I want to understand the different User Types, Roles, and Permissions

Area of the Platform

Admin

Learning Team User

Facilitator User

Business User

External User

Home

Full

Full

Full

No

Limited

Insights

Full

No

No

No

No

Intake

Full

Full* (dependant on team structure)

No

Full

No

Strategy

Full

Full

Limited

Limited

No

Create Goals

No

No

View Goals

Yes

Yes

Programs

Full

Full

No

No

No

Projects

Full

Full* (dependant on team structure)

Limited

Limited (only if Project Participant)

Limited (only if Project Participant)

Create Project

No

No

No

View Project Overview

Yes

Yes

Yes

Edit Project Overview

No

No

No

View Project Tasks

Yes

Yes

Yes

Import Project Task(s)

No

No

No

Export Project Task(s)

No

No

No

View Project Resources

Yes

No

Yes

View Project Budget

Yes

No

Yes

View Project Content

Yes

Yes

Yes

Add Content

No

Yes

Yes

Edit Content (Replace Content or Link/Unlink Content)

No

No

No

Delete Content

No

No

No

Export Projects

No

Yes

Yes

Tasks

Full

Full

Limited (only if Task Assignee)

Limited (only if Task Assignee)

Limited (only if Task Assignee)

Create Task

No

No

No

View Task

Yes

Yes

Yes

Edit Task

Yes

Yes

Yes

Delete Task

Yes

Yes

Yes

Import Task(s)

No

No

No

Export Task(s)

Yes

Yes

Yes

Schedule

Full

No

Full

No

No

Design

Full

Full

No

Limited (as a collaborator)

Limited (as a collaborator)

Edit Design(s)

Yes

Yes

Publish/Export

No

No

Invite Collaborators

No

No

Access Templates

No

No

Customize Design Settings

No

No

Teams

Full

Limited (can view Teams they are part of)

Limited (can view Teams they are part of)

No

No

Settings

Full

No

No

No

No

My Profile

Full

Full

Full

Full

Full

Notifications

Full

Full

Full

Full

Full

My Time Off

Full

Full

Full

Full

Full