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Understanding Your Role and Permissions

Learn how AiVII user roles work, what permissions each role has, and how these determine the dashboards and data you can access.

Roles in AiVII

AiVII uses role-based access control (RBAC) to make sure every user only sees the data they are authorised to view.

All roles have view-only dashboard access by default, with drill-through capabilities to explore detail and export options for Clarity and Intelligence plans.

Role Can access Can create users for
Super User All dashboards, all permissions for their organisation All roles
Operations Leader All dashboards excluding Senior Leader Operations Manager, Skills Coach, Trainer, Tutor
Quality Leader All dashboards excluding Senior Leader Quality Manager, IQA
Operations Manager Operations dashboards for their area and generic operations dashboards Skills Coach, Trainer, Tutor
Skills Coach / Trainer / Tutor Skills Coach dashboard for assigned learners and generic operations dashboards -
Quality Manager Quality dashboard for their area and generic operations dashboards IQA
IQA IQA sampling and observation data -
Compliance Leader All dashboards excluding Senior Leader MIS Manager, Compliance Manager, Compliance Admin
Compliance Manager All compliance dashboards Compliance Admin
MIS Manager MIS Manager, Compliance Admin and generic compliance dashboards Compliance Admin
Compliance Admin Compliance Admin dashboard and generic compliance dashboards -
Sales Leader All dashboards excluding Senior Leader Sales Manager, Salesperson
Sales Manager Sales dashboards for their areas and generic sales dashboards Salesperson
Salesperson Salesperson dashboard and generic sales dashboards -

Permissions explained

  • Dashboards — Each role has access to dashboards relevant to their responsibilities.
  • User management — Certain roles can create and manage lower-tier users.
  • Data scope — All views are restricted to your organisation’s data (multi-tenant isolation).
  • Drill-through — Available for all roles to move from KPIs to detailed learner data.
  • Export - Available on Clarity and Intelligence plans and can be switched off per role by the Super User.

Changing roles

  • Role changes must be made by a Super User or Admin for your organisation.
  • Changes take effect immediately but may require logging out and back in.

 

Security tip

Never share your login with someone else. Instead, have the correct role assigned to them so access is tracked properly.

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