Our managers are excited to use the tool but our training team would like final approval before they can publish and make the course available to our employees.
I ran into this situation with someone that I wanted to have create some courses, but I wanted to be able to review the course before it got published.
I ended up creating a custom role in Admin > Users & Permissions > Roles & Permissions. I based the role on the Author role, but then removed the ability to publish, delete, enroll, etc. That allowed the user to create course content, but not publish it or enroll anyone in it. Works pretty slick.
This wouldn't work well if you are using the automatic "managers can create content" setting. If you don't have a lot of managers to give the ability to, you could turn off that setting (found in Admin > Account Management > Account Settings > Limit Manager Permissions) and modify their role in the system manually to give them the limited authoring ability I talked about above.
If you have a lot of managers and want to keep Limit Manager Permissions turned off, you might want to reach out to your CSM. I know they have access to some settings in the background, but I'm not sure what they can control in this regard.
That was super helpful but I've never created a custom role before and I'm struggling to figure out how to set those limitations. I did create a new role but I'm not sure how to remove the ability to publish, delete, etc. I'm new to roles so any additional info you can offer is a huge help.
Hi Marla, if you haven't seen these guides here in the Community, they may be helpful:
How do I create and manage custom user roles in my account?
How do I edit user role permissions in my account?
This is perfect, thanks Adam!
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