Who can see
what?

Company knowledge

Agree which materials may be used and who is permitted to access them. Assign owners to approve documents and keep the information current.

Learner and manager views

Specify what a learner can see about their own work and what a manager can see about a team. Do not assume that every manager needs access to every answer or conversation.

Administration and support

Confirm administrator permissions and any access required for maintenance or support. Include account creation, role changes and removing access when a person leaves.

What to confirm in writing

The agreed configuration should document access roles, provider access and how permission changes are handled. These arrangements are established in the proposal and service documentation.

• Learner, manager and administrator permissions
• Access to source documents and learning records
• Support access and procedures for removing permissions