Articles and Videos in Users

  • User Profile
  • Manager: Users > Merging Duplicate Users in User Listing
  • Access Levels
  • Manager: Users > Email Notifications
  • Video > How To: Validate Users in Manager (Player 8)
  • Direct Supervisor
  • Learner Email Notifications for Learning Plans
  • Manager: Users > Admin Email Notifications for Learning Plans
  • Access Levels with Diamond Access
  • How to Add a User Manually
See more

  1. Alchemy Systems Help Center
  2. Alchemy Manager
  3. Users
Users / Access Levels with Diamond Access

  1. Alchemy Systems Help Center
  2. Alchemy Manager
  3. Users
Access Levels with Diamond Access

Note: Access levels are an important feature of the Intertek Alchemy platform. A user must be granted access in Manager in order to login to Manager, Coach and/or Playbook. Different levels of access can be assigned to allow for visibility to groups, reporting, as well as making changes in the User Listing or Activities. 

By default everyone has learner access, Platinum and Diamond Admins have the ability to adjust access level. For information on this, see Manager: Users > Adding and Promoting/Demoting Users (For Platinum Admins)

Access levels for Manager

Manager has six different levels of access: learner, copper, silver, gold, platinum and Diamond. See the table below for descriptions of what the users can do based on their access.

Note: Account access solely depends on your organization’s needs. Unless notified by your organization, Alchemy does not limit access to any users that request it.

Capability Learner Copper Silver Gold Platinum Diamond

Access eLearning
  •  
  •  
  •  
  •  
  •  
  •   
Email notifications about their training
  •  
  •  
  •  
  •  
  •  
  •   

View other Users
  1.  
  •  
  •  
  •  
  •  
  •  

Change Access Information (Email and Reset password) for other users
  1.  
  •  
  •  
  •  
  •  
  

Run Reports
  1.  
  •  
  •  
  •  
  •  
  •  

Learning Plan Email Notifications for other users
  1.  
  •  
  •  
  •  
  •  
  •  

Run reports on observations in Manager
  1.  
  •  
  •  
  •  
  •  
  •  

Validate Users
  1.  
  1.  
  •  
  •  
  •  
  •  

Create/Suscribe users to Learning Plans
  1.  
  1.  
  •  
  •  
  •  
  •  

Create/Add users to Groups
  1.  
  1.  
  •  
  •  
  •  
  •  

Add/Edit company-specific courses
  1.  
  1.  
  •  
  •  
  •  
  •  
Create/Edit/Publish Playbook Courses in Manager
  1.  
  1.  
  •  
  •  
  •  
  •  
Create/Edit Qualification Plans
  1.  
  1.  
  •  
  •  
  •  
  •  

Preview Observations in Manager
  1.  
  1.  
  •  
  •  
  •  
  •  

Create/Edit Observations in Manager
  1.  
  1.  
  •  
  •  
  •  
  •  

Complete pending corrective actions in Manager
  1.  
  1.  
  •  
  •  
  •  
  •  

Assign Observations to Users in Manager
  1.  
  1.  
  •  
  •  
  •  
  •  

Add Users
  1.   
  1.   
  1.   
  •  
  •  
  •  

Edit User profiles
  1.  
  1.  
  1.  
  •  
  •  
  •  

Merge User Records
  1.  
  1.  
  1.  
  1.  
  •  
  •  

Promote Users
  1.  
  1.  
  1.  
  1.  
  •  
  •  
Give users Coach Admin Access 
  1.  
  1.  
  1.  
  1.  
  •  
  •  
Give users Playbook and Qualification Admin Access
  1.  
  1.  
  1.  
  1.  
  •  
  •  

Lock/Restrict Company- Specific Categories
  1.  
  1.  
  1.  
  1.  
  1.  
  •  

Automatic visibility to all worksites and groups
  1.  
  1.  
  1.  
  1.  
  1.  
  •  
  • Learner: This level is for eLearning access only. This personal login is for those employees that need to take training online. It only allows employees to view eLearning courses and personal transcript history. 
  • Copper: This level offers read-only access to User records and reports.
  • Silver: This level offers mid-level access to Manager and is best for admins that need to run Reports and manage Learning Plans, but who do not need to add or modify users (see Table). An admin at this level needing more editing capability should be designated as Gold, while an admin needing less capability should be designated as a Copper.
  • Gold: This is the typical administrative level of access. Alchemy strongly recommends that at least one individual per facility have Gold access. A Training Manager is typically designated with Gold access as they are responsible for managing, scheduling and creating employee training content throughout the year; however, it is common for any manager with reporting and content creation needs (Plant, Safety, QA, Environmental, Maintenance, etc) to have this level of access. 
  • Platinum: This level of access enables administrators to merge duplicate records and promote / demote admins, update and edit Learning Plans (even if restricted), in addition to all the options available with Gold. Alchemy recommends that this access be limited to a small number of administrators in an organization.
  • Diamond Admin: This is the highest client‐level access available. This level of access enables administrators to lock and restrict Company Specific Categories in their company’s Manager site. This person will also automatically have visibility to all the company’s worksites, groups, and users in Manager, in addition to all the options available with Platinum Admin, as well as editing Learning Plans (even if restricted). This role also automatically inherits the Category Editor and Creator Admin roles (See Add On Roles below for more information). If available to your company, Alchemy recommends that this access be limited to one administrator per organization.

Add-on Roles

These admin roles can be paired with any of the access levels from above to provide additional access to other alchemy products

  • Facilitator: This level refers to Users that have facilitated training sessions. Facilitators have no administrative access to Manager. If the Facilitator is also a User, they will have access to eLearning only. The facilitator role is automatically given to anyone who has facilitated a training session in Player.
  • Category Editor: This gives the administrator access to add/edit/delete a customer made Course Category in Manager. Diamond Admins are automatically given this access.
  • Creator Admin: This role is not required to use Creator; it's only required if the users will be editing Alchemy courses. Creator will verify the user’s Manager login information before allowing the download of Alchemy courses. Diamond Admins are automatically given this access.
  • Coach Admin: This level does not grant access to Manager, only to the Coach app. Anyone who will need access to the app must have this selected, regardless of the Manager Access. For a table with a description of what users can see when combined with Manager admin roles, see Access Levels for Coach
  • Playbook Admin: This role gives the user access to the Playbook app. For a table with a description of what users can see when combined with Manager admin roles, see Access Levels for Playbook
  • Qualification Admin: This role will allow the administrator to provisionally qualify a user for a Job Qualification.

Access Levels for Coach

The table below describes the additional capabilities a user has when their Manager access level is combined with the Coach Admin add-on role. If you would like to see what users can do without the coach admin add-on, see Access levels for Manager

Capability Learner with Coach Admin Copper with Coach Admin

Silver with Coach Admin 

 Gold with Coach Admin Platinum+ with Coach Admin

Conduct Observations in the Coach App
  •   
  •    
  •  
  •  
  •  

Run reports on observations in Manager
  1.  
  •  
  •  
  •  
  •  

Preview Observations in Manager
  1.  
  1.  
  •  
  •  
  •  

Create/Edit Observations in Manager
  1.  
  1.  
  •  
  •  
  •  

Complete pending corrective actions in Manager
  1.  
  1.  
  •  
  •  
  •  

Assign Observations to Users in Manager
  1.  
  1.  
  •  
  •  
  •  

Give users Coach Admin Access in Manager
  1.  
  1.  
  1.  
  1.  
  •  

Access Levels for Playbook

The table below describes the additional capabilities a user has when their Manager access level is combined with the Playbook Admin & Qualification Admin add-on role. If you would like to see what users can do without the Playbook Admin add-on, see Access levels for Manager

Capability Learner Learner & Copper with Playbook Admin Silver+ with Qualification Admin

Silver+ with Playbook Admin

 Silver+  with Playbook Admin & Qualification Admin

Take courses in the Playbook App
  •  
  •  
  •  
  •  
  •  

View Job Qualifications in the Playbook App
  1.  
  •  
  1.  
  •  
  •  

Facilitate training for another user in the Playbook App
  1.  
  •  
  1.  
  •  
  •  

Create Playbook Courses in the Playbook App
  1.  
  •  
  1.  
  •  
  •  

Create/Edit Playbook Courses in Manager
  1.  
  1.  
  •  
  •  
  •  

Publish Playbook Courses
  1.  
  1.  
  •  
  •  
  •  

Create/Edit Qualification Plans
  1.  
  1.  
  •  
  •  
  •  

Provisionally Qualify Users
  1.  
  1.  
  •  
  1.  
  •  

Revoke Qualifications
  1.  
  1.  
  •  
  1.  
  •  

Assign Playbook and Qualification Admin
  1.  
  1.  
  1.  
  1.  
  •  
Was this article helpful?
0 out of 0 found this helpful
Return to Top

Related articles