---
title: "Configure Training Permissions"
slug: "configure-training-permissions"
description: "Manage training access and privileges effectively through security groups, ensuring users can complete and monitor training as per their responsibilities."
updated: 2026-10-08T15:47:36Z
published: 2026-10-08T15:47:36Z
canonical: "help.workeasysoftware.com/configure-training-permissions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Training Permissions

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

1. Go to **User Access** → **Security Groups**.
2. Select the security group you want to configure.
3. Select the ellipsis → **Edit**.
4. Click **Privileges**.
5. Expand **My Portal** → **HR Data**.
6. Select **Training**.
7. Select **Ok** to confirm the privileges.
8. Open **Groups**.
9. Select the locations, departments, positions, or other groups that define which employees the users can access.
10. Select **OK**.
11. Select **Save**.
12. Refresh the page to apply the updated access.

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/training-permissions-employees.gif?sv=2026-02-06&spr=https&st=2026-11-01T14%3A50%3A57Z&se=2026-11-01T15%3A50%3A57Z&sr=c&sp=r&sig=%2BmNbjAAJgZ8bvrHmBWVZ1hYiosNsVgH0ogFc9qoFgc0%3D)

### Managers & admins

1. Navigate to **User Access → Security Groups → select the group → ellipsis → Edit → Privileges**.
2. Expand **HR Data Management** and select **Training → Manage Training** and **View Employee Training**.
3. Select **Ok** to confirm the privileges.
4. Open **Groups** and select the locations, departments, positions, or other groups that define which employees the users can access.
5. Select **OK**.
6. Select **Save**.

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/training-permissions-managers-admins.gif?sv=2026-02-06&spr=https&st=2026-11-01T14%3A50%3A57Z&se=2026-11-01T15%3A50%3A57Z&sr=c&sp=r&sig=%2BmNbjAAJgZ8bvrHmBWVZ1hYiosNsVgH0ogFc9qoFgc0%3D)

### 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.

## Related

- [Troubleshoot Your Training Assignments](/troubleshoot-your-training-assignments.md)
- [Configure Security Groups and Privileges](/configure-security-groups-and-privileges.md)
- [Monitor and Verify Training Completion](/monitor-and-verify-training-completion.md)