Roles and permissions explained

Last updated: September 22, 2026

Every person in your workspace has a role. Your role controls what you can see and what you can change. This article explains each role, the difference between Admin view and Learner view, and how to give someone access to a single simulation or assignment.

Where roles are set

Go to Settings → Users.
Find the person's name, their current role is shown next to it.
Click the role menu next to their name to change it. The same menu appears when you invite someone new.

If your account uses single sign-on (SSO), the in-app Invite and Import options are turned off, add people through your identity provider instead.

Workspace roles at a glance

Role	Best for	Content (simulations, scorecards, assignments)	Quality area	Reporting	Settings & integration access
Admin	Account owners	Manage everything	Manage	All reporting	Yes
Trainer	Training builders	Manage training content, scorecards, personas, assignments	No	Training reporting	No
Admin (read only)	Stakeholders who only need to look	View only	View only	All reporting	No
Member (Learner)	People being trained or assessed	Their assigned content only	No	Their own results only	No

A few things worth knowing beyond the table: Admin is the only role that can change account settings and integrations. A group lead is set on a group, not assigned as a separate role. Group leads can see learners and reporting for their groups. See How to create and manage groups for setup. Admin (read only) doesn't see Settings by default, turn on Allow read-only admins to manage users, groups, and assignments in account settings if you need one to.

Admin view vs. Learner view

Your workspace role controls which dashboard you see. Learners see the simulations and assignments given to them. A group lead label also gives access to the learners and reporting for that group.

To preview Learner view:

Open the view switcher next to your name in the left-hand sidebar.
Select Learner view.
To go back, open the switcher again and select your normal view (e.g., Admin view) or click on "Exit View" on the yellow banner.

The views available in the switcher depend on your access. Switching views does not change your workspace role or group lead label.

Hide learner-facing content (optional)

You can control what learners see from Settings → General → Preferences. These are account-wide settings, off by default, and only an Admin can change them.

Hide the simulation library from learners - stops learners from browsing all simulations. They will still see anything assigned to them.
Hide feedback from learners after completing simulations - keeps scores and feedback private until you are ready to share.
Allow read-only admins to manage users, groups, and assignments - lets your Admin (read only) users open the simulation library and Settings and work with assignments.

Give someone access to one simulation or assignment

You do not need to make someone an Admin to give them access to a single piece of content, create an assignment for it instead. Creating assignments requires the Admin or Trainer role.

Go to Assignments.
Create or edit an assignment and add the simulation.
In the Users and Groups section, use the Select users... field to add individual people, and the Select groups... field to add whole groups. You can target groups and individual people in the same assignment.

What happens next

Changes to roles and settings take effect the next time the person loads their dashboard. If someone reports missing access, check their role in Settings → Users.

If you have any further questions, contact the Solidroad team via the Help tab in the platform.