Granting Administrative Access to Training Programs

Objective

This tutorial explains how to grant administrative access to users for managing training programs within ResearchLogix. It covers both scenarios: granting access to all training programs and limiting access to a specific training program.

Key Steps

1. Add a New Administrative User (if needed)

   • Navigate to Administrative Users.

   • Click Add Administrator and enter the first name, last name, and email address.

   • Click Create Administrator.

2. Grant Access to All Training Programs

   • After creating the administrator profile, locate the new user in the permissions screen.

   • Enable the Training Program Workspace permission to give them access to manage all training programs and trainees within the Academy.

   • Click Save to apply changes.

3. Simulate Login and Verify Access

   • When this user signs in, they will see all training programs associated with the account.

   • If they attempt to access other modules without permissions, they will see a locked function warning.

4. Restrict Access to a Specific Training Program

   • To limit access, deselect the Training Program Workspace for the user from their admin profile.

   • Navigate to the specific training program you want the user to access.

   • Go to Administration > Manage Access for that training program.

   • Click Add Administrator, search for the user, and assign them to the program.

   • This grants access only to the selected training program.

• Granting access to the Training Program Workspace allows full access to all training programs—use this with caution.

• Users without global workspace access must be assigned individually to each specific program.

• Always confirm the correct training program is selected before assigning access.

• Use descriptive names for training programs to easily identify them during access assignment.

• Regularly audit administrator access to ensure users have appropriate permissions.

• Limit access to specific programs when possible to enhance security and accountability.

Link to Loom

https://www.loom.com/share/efb0e8c774274d3083f26365d7a9bed0?sid=2679ea3c-960e-4f3e-9d37-0b5219195439