New Customer Platform User Roles
Two factors determine a user's access and capabilities in the Insights New Customer Platform: their User Role and whether their Organisation belongs to a Customer Group.
There are three types of user roles:
- Standard User
- Advanced User
- Group Manager
The User Role type defines the level of permissions assigned to each user. These roles are system-wide, meaning you cannot be an Advanced User in one space and a Standard User in another. E.g. if a user has an Advanced User permissions role, they are an Advanced User in every Organisation they belong to.
All users have access to the same features for issuing evaluators, purchasing and sharing profiles and creating Team wheels in NCP.
Each user roles have unique viewing permissions for organisations, these are as follows:
A Standard User has access to the Organisation it has specifically been granted access to and all Learners within that Organisation. Standard Users have no visibility of any groups.
An Advanced User has access to a specific set of Organisations within a Group, which they have been added to individually by another user and all learners within those Organisations.
A Group Manager has access to all Organisations within the Group by association and doesn’t need to be added into each Organisation individually and all learners within the group.
Group Managers and Advanced Users have administrative rights to create Organisations and add existing users from the group to Organisations.
User Role Details
|
Functionality |
Action |
Standard User |
Advanced User |
Group Manager |
|
Organisations and Experiences
|
Create, edit and cancel their own experiences for Organisations they have access to. |
✓ |
✓ |
✓ |
|
View and Edit all Organisations within Group |
|
|
✓ |
|
|
Create Organisations within Partner Group |
|
✓ |
✓ |
|
|
Edit Organisation’s name for Organisation’s they have created within a Group |
|
✓ |
✓ |
|
|
View all Users within their Organisations |
✓ |
✓ |
✓ |
|
|
View Experiences within an Organisation |
✓ |
✓ |
✓ |
|
|
Add existing Users to new Organisations |
|
✓ |
✓ |
|
|
User Management |
Archive Learner Profiles |
|
✓ |
✓ |
|
Transfer Learner between different Organisations they have access to** |
|
✓ |
✓ |
|
|
Transfer Units to/from someone else in their Organisation from/to their own account |
✓ |
✓ |
✓ |
|
|
View a User’s Transaction History within their Organisation |
✓ |
✓ |
✓ |
|
|
Learners and Teams |
View Learners, Public Teams and their own private Teams in Organisations they have access to |
✓ |
✓ |
✓ |
|
Edit Learner Details (Name, known as, email) |
✓ |
✓ |
✓ |
|
|
Create and Edit Teams in Organisations they have access to |
✓ |
✓ |
✓ |
|
|
Generate Teams Wheel from a Team |
✓ |
✓ |
✓ |
|
|
Purchase Profile and Chapters from Learner detail page |
✓ |
✓ |
✓ |
|
|
Evaluator Links
|
View evaluator links and link learners in their organisations |
✓ |
✓ |
✓ |
|
Create Evaluator Links for an organisation |
✓ |
✓ |
✓ |
|
|
Add learners to team from evaluator links |
✓ |
✓ |
✓ |
|
|
Purchase learner profiles and chapters from Evaluator links |
✓ |
✓ |
✓ |
|
|
Delete Evaluator Links |
✓ |
✓ |
✓ |
