User roles and Management portal overview
Microsoft Community Training management portal is a one-stop-shop for all administrative functions like content management, user management, tracking and monitoring the training with analytics, portal settings etc. It is designed on role-based access and functionalities are available to the users as per granted management permissions.
The functionalities in the management portal are divided into 4 categories as specified below:
Types of user personas in Microsoft Community Training Platform
An end user persona can either be a Learner or an Administrator on the platform. Administrators are responsible for performing activities like content upload, user import, portal customization, analytics, etc. on the management portal.
To execute these functions, the platform provides a role-based hierarchy of administrators viz. Global administrators, Organization administrators, Learning Path administrators, Category administrators, Course administrators and Group administrators where each administrator is responsible for performing specific set of functions as described below:
1. Global Administrator
This role is assigned to decision makers or program owners who are responsible for the overall execution, monitoring and success of the training program. The global administrator can use the management portal to create content, manage users, enroll learners to courses, use reports & analytics, and customize the portal for branding purposes.
Here are the steps on how to assign global administrator permission to a user
Important
Except for portal branding and profile page customization, global administrator can delegate all the other activities like content management and user management to other administrators on the portal.
2. Organization Administrator
This role is assigned to owners of a specific organization. An Organization on the Microsoft Community Platform is a set of learners and administrators who have a particular purpose or belong to a specific criteria viz. location, job function, interest etc. The organization administrator can use the management portal to manage content and users for its organization.
Here are the steps on how to assign organization administrator permission to a user.
3. Content Administrator
This role is assigned to a content expert who is responsible for creating, managing and reviewing courses on the management portal for the training program. There are two levels of content administrator in the management portal:
Learning Path Administrator
Learning Path administrators can create new learning path using the courses they have been assigned access. A user can be a Learning Path administrator for one or more Learning Paths on the management portal.
Here are the steps on how to assign Learning Path administrator permission to a user.
Category Administrator
Category administrators can create a new course and manage all the existing courses for a given category they are assigned as administrator. They can also create new categories and manage all the courses within the new category. A user can be a category administrator for one or more categories on the management portal.
Here are the steps on how to assign category administrator permission to a user.
Note
Global and Organization administrator have the privilege to other users as category and course administrators on the portal.
Course Administrator
Course administrators can manage and update content only for the courses they are assigned as administrator. They can also create new courses and manage all the lessons and assessments within the new course. A user can be a course administrator for one or more courses on the portal.
Here are the steps on how to assign course administrator permission to a user.
Note
A category administrator can also be added as a course administrator for a course under a different category on the portal.)
4. Group Administrator
This role is assigned by global administrator to a grassroots-level facilitator, trainer, supervisor or manager who is responsible to drive learner engagement and adoption of the training program on the ground. The group administrator takes care of onboarding users, assigning courses and driving course completion via announcements/discussions forum.
Here are the steps on how to assign group administrator permission to a user.
Note
A user can have more than a administrative role on the portal. For e.g. a user can be both course administrator and group administrator.
5. Learner
This is the default role assigned to any user added to the portal. User with this role permission can only view and consume the learning content and don’t have access to the administrative functionalities on the platform.
Here are steps on how to navigate the portal as a Learner.
Important
There is no restriction on the number of users you can add in the portal for a given administrative role. For e.g. you can have multiple global administrators for the portal
Role based access to Management Portal features
Organization can assign specific administrative roles to the user and provide access to relevant features on the management portal to help the user execute administrative functions required for the role. Role-based Admin Functionalities.pdf