Follow these steps to manage users, roles, and permissions within your organisation:
Log in to your Solidroad admin account. Then, click the ‘Settings’ icon in the lower-left corner of the screen.
2. Navigate to the ‘Users’ Tab
On the Settings page, click the 'Users' tab. Here, you will see the number of users in your organisation with active accounts on the Solidroad platform and have the option to invite new users.
i. Users— This section displays a list of all active users. You can manage their roles from here, including Admin, Learner, Group Leader, and Read-only Admin. You can also invite new users.
a. All roles – Use this filter to display users by specific roles in the list.
b. You can sort the list by columns such as Learner, Role, and Joined On.
c. Click the drop-down arrow under the Role column to change a user's role. Select the new role, and the system will automatically save the change.
d. Groups managed – This column shows the group to which each user belongs.
e. To remove a user, click the ellipsis icon (…) under the Joined On column. Select 'Remove user' from the options.
f. You can quickly find a user by typing their name in the search box.
g. Click the Invite tab to add new users. A pop-up will appear where you can enter the user’s email, select a role, and click ‘Send Invitations’. The user will receive an invitation via email.
ii. Invitations – This section shows all pending invitations. The difference between this section and the Users section is that it includes features such as the All filter, Invited column, and Status column.
a. All - Use this filter to display invitations based on their status (e.g., All, accepted, Pending).
b. Invited - This column shows how many days ago the invitation was sent.
c. Status - This column shows the current status of each invitation (e.g., pending, accepted)
With these steps, you can efficiently manage users, assign appropriate roles, and control permissions to ensure everyone in your organisation has the proper access.
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Explore these helpful guides for step-by-step instructions and best practices. Click the links below to learn more!
If you have any further questions or need assistance, please refer to our support resources or contact the Solidroad team via the 'Get Help' tab within the platform.
Glossary of Key Terms
Admin: A user with full access to manage all settings, users, roles, and content within Solidroad.
Learner: A user who participates in training programs. Learners can access assigned content but cannot modify platform settings.
Group Leader: A user responsible for managing a group of learners and monitoring their progress. Limited administrative access.
Read-Only Admin: A user who can view all settings, users, and data but cannot make any changes.
Role: A permission level assigned to a user that determines what actions they can take in Solidroad (e.g. Admin, Learner, Group Leader).
Users Tab: The section within the Settings area where administrators manage user accounts, roles, and invitations.
Ellipsis Icon: The three-dot icon (
⋯) that opens a menu with additional actions, such as editing or removing a user.Users: Anyone with a Solidroad account who is assigned a role. Users may be learners, group leaders, admins, or trainers.
Group: A collection of learners organized for collaborative training and performance tracking.
Simulation: A virtual environment that replicates real-world scenarios for practice, training, or assessment—without the risks or costs of live situations.