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Add a role to an account

You can assign a role to a user account for permission management or to exclude them from reports

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated over 6 months ago


If you're an administrator on CPL Learning, you can add a role to user accounts by following the steps below:

Note: To add roles to an account you must have the Roles Manager permission, if you don't have the right permission we can only action this request from someone based at your company's Head Office.

  1. Log in to the console.

  2. Click Stats, then click Descendants.

  3. Select the user, then click Roles.

  4. Select which role to assign.

    • You can select more than one role.

    • You can use roles for permission rights, for example for admin users you can create specific user group with the role of admin user or administrators.

    • You can use roles to remove the learner from the compliance percentage, Long Term Sick, Maternity, Furlough, reports will be updated with this information after 4 hours.

    • A role will reflect on the reports as long as there is an in-date role applied to an account. If a person is still showing a role even though an end date has been entered it will still continue to reflect on the reports as long as the end date is in the future.

  5. Enter Start date and end date if known.

  6. Click Done.

Note: It can take four to six hours for this to show on the reports.

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