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Manage the rights associated with the Training product

This article is intended for administrators.

On the Training Product, there are several rights and permissions to cover all of your use cases.

To learn more about roles in general, we invite you to review the relevant documentation: Managing administrator rights: roles and permissions.

🧠 Training rights and permissions

Several roles and permissions exist on the Training product, as detailed below :

  • Global Administrator: has access to all actions associated with the Product for the entire population,
  • Training Administrator: has access to all actions associated with the Product for the entire population,
  • Global Entity administrator (if MLA is activated): can manage the requests and training sessions of its population, but does not have access to manage anything related to the budget.
  • Training Entity Administrator: can manage the requests and training sessions of its population, but does not have access to manage anything related to the budget,
  • Envelope Responsible: can navigate between periods without creating them, can modify the envelopes to which he has access and can manage the sources of funding.

⚠️ Attention: Access to budget envelopes can only be limited when the MLA is activated and configured. Please contact Support (support@elevo.io) or your CS.

🔐 What does each of these rights allow?

 

Global and Training Administrator

Envelope Responsible

Global Entity Administrator

Training Entity Administrator
Visualize periods ✅ ✅ ✅ ✅
Create a period ✅ ❌ ❌ ❌
Create, modify, delete a request ✅ ❌ ✅ (on its population) ✅ (on its population)
Validate / reject a request ✅ ❌ ✅ (on its population) ✅ (on its population)
Export requests ✅ ❌ ✅ (on its population) ✅ (on its population)
Define a budget ✅ ❌ ❌ ❌
Create, modify, delete a training session ✅ ❌ ✅ (on its population) ✅ (on its population)
Add/remove participants and send invitations ✅ ❌ ✅ (on its population) ✅ (on its population)
Export sessions ✅ ❌ ✅ (on its population) ✅ (on its population)
Create or delete an envelope ✅ ❌ ❌ ❌
View or edit an envelope ✅ ✅ ❌ ❌
Create, edit or delete a funding source ✅ ✅ ❌ ❌
Visualize a source of funding ✅ ✅ ✅ if the source of funding is not linked to a specific budget envelope, but to a single budget.
❌ if it is attached to an envelope and they are not responsible for it.		 ✅ if the source of funding is not linked to a specific budget envelope, but to a single budget.
❌ if it is attached to an envelope and they are not responsible for it.
Managing the exchange rate ✅ ❌ ❌ ❌

 

📍Who can assign these rights?
  • The "Global Administrator" role ➡️ Can only be assigned by a Global Admin,
  • The "Training Administrator" role ➡️ Can only be assigned by a Global Admin,
  • The "Envelope Responsible" role ➡️ Can be assigned by a Global Admin, a Training Admin or a user who already has the rights of Envelope Responsible for the envelope in question.

🤓 The designated user must already have been designated by one of the roles below:

  • Global Admin
  • Training Admin
  • Entity Global Admin
  • Entity Training Admin
👩🏼‍🌾 How to assign these rights?

Training and Global Administrator

The assignment of these two roles is only available to users with Global Administrator rights, in the Settings > Administrators section.

For more information, we invite you to consult the associated documentation: Managing administrator rights: roles and permissions.

Envelope Responsible

This role is assigned from the tab Training > Training Plan > Budget, and in the corresponding envelope, which can be viewed by clicking on its title from "Modify the budget".

👀 How to view the roles and permissions associated with Training?
  • Training and Global Administrator
  • Budget Manager

Training and Global Administrator

The visualisation of these two roles is only available to users with Global Administrator rights, in the Settings > Administrators section.

For more information, we invite you to consult the associated documentation: Managing administrator rights: roles and permissions.

Envelope Responsible

The visualisation of users with the role of budget manager on an envelope is possible from the management of the envelope in question: Training > Training plan > Budget and then click on its title from "Modify the budget".