Training permissions, or privileges, determine whether users can access assigned training, manage training, and review employee completion records. Assign the appropriate privileges through a security group based on each user's responsibilities.
Before you begin
Make sure:
You can access User Access → Security Groups.
You know which users need to manage or complete training.
You understand the employee groups the security group should be able to access.
Security groups control two separate aspects of access:
Privileges: The actions users can perform.
Group scope: The employees users can view or manage.
A user may have the required Training privileges but still be unable to view an employee if that employee is outside the security group's assigned scope.
Recommended permissions by responsibility
User Responsibility | Recommended Training Access |
|---|---|
View and complete assigned Training | My Portal → HR Data → Training |
View employee Training records | HR Data Management → Training → View Employee Training, with the appropriate employee group scope |
Review uploaded proof or manager-verified completion | Training review access and the appropriate employee group scope |
Create, edit, categorize, assign, or archive Training | HR Data Management → Training → Manage Training |
Manage all Training workflows | HR Data Management → Training → Manage Training and View Employee Training, with the appropriate employee group scope |
The exact combination of privileges may vary according to your organization's security-group design.
Configure training permissions
Employee
Go to User Access → Security Groups.
Select the security group you want to configure.
Select the ellipsis → Edit.
Click Privileges.
Expand My Portal → HR Data.
Select Training.
Select Ok to confirm the privileges.
Open Groups.
Select the locations, departments, positions, or other groups that define which employees the users can access.
Select OK.
Select Save.
Refresh the page to apply the updated access.
Managers & admins
Navigate to User Access → Security Groups → select the group → ellipsis → Edit → Privileges.
Expand HR Data Management and select Training → Manage Training and View Employee Training.
Select Ok to confirm the privileges.
Open Groups and select the locations, departments, positions, or other groups that define which employees the users can access.
Select OK.
Select Save.
Verify training access
After saving the security group, ask an affected user to confirm that the available training features match their responsibilities.
Manager and administrator access
Go to HR Data Management → Training. Check whether Overview, Catalog, and the actions needed for the user’s responsibilities are available. If the user needs access to employee training records, confirm that the appropriate employees are visible.
Employee access
Go to My portal → Training. Confirm that:
Dashboard displays the employee’s assigned training and the available actions.
History is available for reviewing training records.
The available completion actions depend on how each training is configured.