Roles and Permissions in Masterplan
Masterplan offers different roles with different permissions. The role assigned to a user determines which areas of the platform they can access and which actions they can perform.
There are five main roles:
- Owner
- Administrator
- Manager
- Content Creator
- Learner
Permissions can be adjusted depending on the role. Changes to roles and permissions take effect immediately after saving.
👑 Owner
Learn more about this role
The Owner role is the highest-level role within a company account.
Owners have comprehensive administrative permissions and can:
- access the Company Area
- manage company settings
- manage users and groups
- create and manage learning content
- assign learning content to users
- manage roles and permissions
- assign Administrators
The Owner role cannot be modified.
🛠️ Administrator
Learn more about this role
Administrators manage the learning environment, users, roles, and learning experiences across the company.
The Administrator role has the same permissions as the Owner role.
Administrators can:
- access the Company Area
- manage company settings
- manage users and groups
- create and manage learning content
- assign learning content to users
- manage roles and permissions
Administrators are appointed by Owners of the company account.
Good to know: Managers can request to become an Administrator through the company's Owners.
👥 Manager
Learn more about this role
Managers can organize learners and provide learning content to them.
Managers can:
- access the Company Area
- invite learners
- create and manage user groups
- create and manage learning paths
- assign learners to learning paths and other learning content
- create and manage learning content
Which learners can a Manager see?
The visibility of learners and their learning statistics is restricted.
Managers can generally:
- see learners they have personally invited
- see members of their own private groups
- access information and statistics of public groups
Managers cannot access learners or statistics from private groups created by other Managers.
✏️ Content Creator
Learn more about this role
The Content Creator role is designed for people who focus on creating and managing learning content without requiring access to user or license administration.
Content Creators have access to the Company Area and can:
- create and edit learning paths
- create and edit company courses
- create and edit events
- activate content drafts
- duplicate content drafts
- delete or save content drafts
- assign public user groups to content to define its visibility
Restrictions
Content Creators do not have access to:
- user management
- user group management
- license management
- inviting learners
- changing learner permissions
This role is therefore particularly suitable for team members who create and maintain learning content but should not perform administrative tasks.
🎓 Learner
Learn more about this role
Learners use Masterplan for their personal learning and development.
Depending on the content made available to them, learners can:
- complete Masterplan courses
- complete company courses
- complete learning paths
- track their personal learning progress
- access their learning content and recommendations
Learners have no administrative permissions and cannot access the Company Area.
👀 Learner and Learning Statistics Visibility
Which learners a user can see depends on their role and group membership.
The distinction between public and private groups is particularly important here.
🌎 Public Groups
Public groups contain lists of learners whose information is accessible to all Managers within the company.
Managers can view learners in public groups and access the learning information and statistics available to them.
Public groups are therefore suitable when learners' progress should be visible to multiple Managers.
🔒 Private Groups
Private groups contain learners who have been invited and organized by specific Managers.
The information and learning statistics of these groups are only visible to:
- the Managers who created the private group
- Administrators
Other Managers cannot view learners or learning statistics from private groups.
Example: Manager A creates a private group and invites ten learners. Manager B cannot see this group or the learners within it. Administrators, however, continue to have access.
🔐 Who Can Change Roles and Permissions?
Owners and Administrators can manage roles and permissions within the company.
Owners can also appoint Administrators.
Permissions can be adjusted at any time.
📋 Roles at a Glance
| Role | Company Area | Users & Groups | Create Content | Assign Content | Administrative Rights |
|---|---|---|---|---|---|
| Owner | ✅ | ✅ | ✅ | ✅ | Full |
| Administrator | ✅ | ✅ | ✅ | ✅ | Full |
| Manager | ✅ | ⚠️* | ✅ | ✅ | Limited |
| Content Creator | ✅ | ❌ | ✅ | Limited | ❌ |
| Learner | ❌ | ❌ | ❌ | ❌ | ❌ |
* Managers can manage user groups and organize learners. Their visibility of learners and learning statistics is limited to learners they have invited, their private groups, and public groups.
💡 Which Role Is Right for Whom?
-
Owner
For the person responsible for the entire company account. -
Administrator
For people responsible for managing the entire learning environment and its administration. -
Manager
For managers or other people who support learners, assign learning paths, and monitor their learning activities. -
Content Creator
For people who create and manage learning content but do not require access to user or license administration. -
Learner
For anyone who uses Masterplan exclusively for learning.