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Access Levels

Updated ~ minute read

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 Admins have the ability to change a users access level. For information on this, see Adding and Promoting/Demoting Users (For Platinum Admins).

 

Access Level for Manager

Manager has five different levels of access: learner, copper, silver, gold and platinum. 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
Access eLearning
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Email notifications about their training
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View other Users
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Run Reports
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Learning Plan Email Notifications for other users
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Run reports on observations in Manager
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Change Access Information (Email/Reset password) for other users
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Validate Users
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Create/Subscribe users to Learning Plans
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Copy Learning Plans and Subscriptions
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Create/Add users to Groups
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Archive users
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Add/Edit company-specific courses
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Create/Edit/Publish Playbook Courses in Manager
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Create/Edit Qualification Plans
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Assign Job Qualifications
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Preview Observations in Manager
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Create/Edit Observations in Manager
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Assign Observations to Users in Manager
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Complete pending corrective actions in Manager
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Add Users
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Edit User profiles
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Merge User Records
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Promote Users
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Copy Admin User properties
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Give users Coach Admin Access 
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Give users Playbook and Qualification Admin Access
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Give users Dynamic Group Editor access **See add-on below.
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  • 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.

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.

  • Dynamic Group Editor: This gives the administrator the ability to create and edit access to dynamic groups. **Only Platinum admins who have Dynamic Group Editor role can grant this access to Silver, Gold and Platinum admins.
  • 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. 
  • 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 or revoke 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
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Run reports on observations in Manager
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Preview Observations in Manager
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Create/Edit Observations in Manager
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Assign Observations to Users in Manager 
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Complete pending corrective actions in Manager
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Give users Coach Admin Access in Manager
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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.

Note: Assigning Job Qualifications is listed under Manager access levels and does not require Playbook Admin access.

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
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View Job Qualifications in the Playbook App
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Facilitate training for another user in the Playbook App
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Create Playbook Courses in the Playbook App
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Create/Edit Playbook Courses in Manager
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Publish Playbook Courses
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Create/Edit Qualification Plans
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Provisionally Qualify Users
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Revoke Qualifications
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Give users Playbook and Qualification Admin Access
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'+' within the table indicates an Admin Level Silver or higher.

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