Role Types and Inherited Roles
Modified on: Fri, 21 Feb 2025 2:02 PMWhen you add a new user to your tenant, you have to assign him some types of roles. This is what determines what functionalities and permissions he will have for each of the Netex Cloud tools. The four main ones (Global Admin, LMS, Author and Share) each have their own types of roles, some very similar to each other, while others are more specific.
In order to understand and assign them correctly, in this article we will make a quick review of them and how they are related. In the tables the roles are ordered according to the permissions they have, from highest to lowest.
In order to create a new user you have to assign at least one role in Global Admin, the main portal. For the rest of the tools, if you do not assign any role it will mean that the user will not have access to it.
Inherited roles
Before looking at the different types, you need to know what inherited roles are: in addition to being able to assign roles to a user via their personal tab, they can acquire them automatically when they join a group or subgroup. User groups have in their settings the option of assigning their new members an inherited role for one or more Netex Cloud tools.
Therefore, if you add a user who has the role of Author in LMS to a group configured with the inherited role of Group Administrator, this user will have both roles, and their consequent permissions. In other words, he will be able to work as an Author, creating and managing his own content, and as a Group Administrator, creating and managing trainings on that content (but not on the rest of the platform's content, for which he would have to inherit or be assigned the Administrator role).
The acquisition of inherited roles always works in ascending order. It allows the user to acquire new permissions, or in any case stay as he was. But it will never cause him to lose permissions, downgrade to a lesser role.
In the example above, if the Author role enters a group with the inherited role of Validator, he would simply gain the ability to publish or unpublish content, something he already had. But he will never lose the permissions to create and edit content.
In other words, when inheriting a new role in case there is incompatibility with any of the permissions (the Author can generate content and the Validator cannot), the one the user already had will always prevail.
Roles in Global Admin
Global Admin is the tool for creating and managing users and groups in Netex Cloud, in addition to other functionalities such as integration with external applications, the look of the interface... Here the roles are determined by the access to its different sections.
Roles | Functions | Specifics |
---|---|---|
Admin | Access to:
|
Incompatible with the Group administrator role, you cannot have access to Configuration and Users at the same time. |
Group administrator | Access to:
|
Incompatible with the Admin role, you cannot have access to Configuration and Users at the same time. |
User | Only accesses Announcements y Notifications |
Roles in LMS
LMS is a tool that allows the creation and management of content in a simple and practical way, with another series of functionalities that also make it easier and analyze the trainings. Here the roles are determined by the function that each user fulfills, and therefore to which of these functionalities he has access.
Roles | Functions | Specifics |
---|---|---|
Admin | Total control of the platform:
|
It includes all the permissions of the rest of the roles, in addition to having other specific permissions. |
Group administrator | Manager of a group of users:
|
Compatible with the roles of Author and Validator, but only for the contents of the group being managed. |
Author | Creator of training contents:
|
Only has permissions on his own content. |
Teacher | Reviewer of created trainings:
|
Has permissions on the trainings assigned to him. |
Validator | Reviewer of created contents:
|
Has permissions on the content of the group (or organization) to which he belongs. |
User | Access to the contents in the LMS. | Also assigned to the rest of the roles by default. |
Roles in Author
Author is a tool oriented to the integral management of training contents, which offers the possibility of creating customized contents, as well as implementing the contents created with other tools. Being a training manager, it has roles similar to those of the LMS, but with differences.
Roles | Functions | Specifics |
---|---|---|
Administrator | Tenant manager:
|
Cannot edit authoring units, only the Author. |
Manager |
Manager of the projects he creates and those assigned to him by the Administrator:
|
Cannot edit authoring units, only the Author. |
Author | Content creator:
|
Can be compatible with the other roles so that they can edit authoring units. |
Reviewer | Content review process:
|
Cannot edit authoring units, only the Author. |
Roles in Share
Share is a tool that makes available to the student a list of resources related to topics of interest, curated and organized by a creator. Being such a direct and specific content, the roles here are only three and exclude each other.
Roles | Functions | Specifics |
---|---|---|
Admin | Manager of the platform, his main function is to review and approve the content. | They are not compatible, only one of the roles can be used. |
Author | Users who can create Playlists and consume them. | |
Consumer | Users who can consume Playlists, but not create them. |
More info on LMS roles: