Roles and permissions explained
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.
The six 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 |
QA | Quality reviewers | Manage scorecards | Manage evaluations | Quality reporting | No |
Group Lead | Team leads | View and create training assignments | View their groups | Their assigned groups only | 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. Group Lead can see the entire simulation library even though their reporting is scoped to the groups they lead. 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
Admins, Trainers, QA, Group Leads, and Admin (read only) users all see a full dashboard for building and reviewing. Learners see a simpler Learner view with just the simulations and assignments given to them.
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.
Admins can switch into any view (Admin, Learner, Read-only admin, Group lead, Trainer, QA). Other dashboard roles can switch between their own view and Learner view. Switching views never changes anyone's role or data, and Learners cannot switch views.
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.
Related articles
If you have any further questions, contact the Solidroad team via the Help tab in the platform.