Applies to these roles: Admin
In this article, you'll learn about roles and permissions in Rise accounts, how to transfer team ownership to someone else, and why it's a good idea to add multiple admins to your team.
Looking for how to add users to your Rise account? Click here.
Understanding Roles
There are five types of users in a Rise account.
Owner: The person who purchased your Rise subscription is the owner and the only one who has access to billing management. The account owner is also an admin. To change the owner, please contact support.
Admin: Admins can create and publish courses as well as manage all users, groups, courses, and learning paths for your account. They can manage account settings and access reports. They can assign groups to reporters.
Reporter: Reporters can take, create, collaborate on, and submit courses for publication. They can also access automatically generated metrics either for groups as assigned or your entire account.
Author: Authors can take, create, collaborate on, and submit courses for publication. They don’t have access to any reports or administrative functions.
Learner: Learners can take courses and browse the library.
Tip: All users are authors when you first add them to your Rise team (unless you specify otherwise or bulk-import them with specific roles). Here’s how to change their roles.
Understanding Permissions
Here are the tasks that can be performed in a Rise account and who has permission to do them.
Task | Owner | Admin | Reporter | Author | Learner |
Take assigned courses | ✓ | ✓ | ✓ | ✓ | ✓ |
Self-enroll in courses | ✓ | ✓ | ✓ | ✓ | ✓ |
Modify your own user profile | ✓ | ✓ | ✓ | ✓ | ✓ |
Create, submit, and collaborate on courses | ✓ | ✓ | ✓ | ✓ |
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Delete courses you’ve created | ✓ | ✓ | ✓ | ✓ |
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Publish courses | ✓ | ✓ |
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Delete any published courses | ✓ | ✓ |
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Create and publish learning paths | ✓ | ✓ |
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Control visibility of content in the library | ✓ | ✓ |
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View all reports | ✓ | ✓ |
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Assign report permissions | ✓ | ✓ |
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View reports as assigned |
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Modify user names | ✓ | ✓ |
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Invite and delete users | ✓ | ✓ |
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Bulk-import users and groups via CSV file | ✓ | ✓ |
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Create, rename, and delete groups | ✓ | ✓ |
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Add users to groups | ✓ | ✓ |
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Change user roles | ✓ | ✓ |
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Create, rename, and delete topics | ✓ | ✓ |
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Generate API keys | ✓ | ✓ |
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Create new libraries | ✓ | ✓ |
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Enable premium content sources | ✓ | ✓ |
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Change your team's subdomain | ✓ |
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Change your team’s URL to a custom domain | ✓ |
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Make billing decisions | ✓ |
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Transferring Account Ownership
Rise subscriptions can have multiple admins but only one owner. The owner is the person who purchased your Rise subscription and the only one who has access to billing management.
The owner can't be deleted, but account ownership can be transferred to another team member. To start the transfer process, select Manage > Billing and click Transfer Ownership. Start typing the name of the admin that will be the new owner and select them from the list that displays. Click Done to complete the transfer.
Note: Until the new owner changes the billing details for your account, we’ll continue to use your current method of payment. Only the owner has access to billing details.
Designating a New Admin When None Are Reachable
We can't change your account roles or permissions. Only admins can add more admins to your team.
We recommend adding multiple admins, even if they don't regularly perform account management tasks. They can be backup admins in situations when no one else is available.