Roles & access¶
Who can do what in the Training Center portal.
The four roles¶
| Role | What it is | Portal scope |
|---|---|---|
| Owner | The company account, created at registration | Full access; cannot be removed or have its role changed in Staff |
| Admin | Staff member with full management rights | Full access |
| Manager | Staff member who runs day-to-day operations | Full access (same as Admin) |
| Trainer | Instructor assigned to specific courses | Reduced: their assigned courses only, plus Dashboard and Settings |
For access purposes Owner, Admin and Manager are equivalent — every "admin-level" screen is open to all three. The only difference is in Staff: the Owner row is read-only.
Access matrix¶
✓ = full access · 👁 = view/scoped to assigned courses · — = hidden / not allowed
| Area / action | Owner | Admin | Manager | Trainer |
|---|---|---|---|---|
| Dashboard | ✓ | ✓ | ✓ | 👁 (trainer dashboard) |
| Courses — browse list | ✓ | ✓ | ✓ | 👁 (assigned only) |
| Create / edit / duplicate / archive a course | ✓ | ✓ | ✓ | — |
| Course details | ✓ | ✓ | ✓ | 👁 |
| Editions + Students/Attendance/Agenda/Instructors tabs | ✓ | ✓ | ✓ | ✓ (assigned courses) |
| Student card (inside a course) | ✓ | ✓ | ✓ | ✓ (assigned courses) |
| Completion report | ✓ | ✓ | ✓ | — |
| Students — center-wide list / profile / enroll | ✓ | ✓ | ✓ | — |
| Certificates — register / issue / import / message | ✓ | ✓ | ✓ | — |
| Certificate renewal | ✓ | ✓ | ✓ | — |
| Staff | ✓ (self read-only) | ✓ | ✓ | — |
| Financials | ✓ | ✓ | ✓ | — |
| Integrations | ✓ | ✓ | ✓ | — |
| Student portal settings | ✓ | ✓ | ✓ | — |
| Calendar / Bulk operations / Audit logs (hidden in menu) | ✓ | ✓ | ✓ | — |
| Account settings | ✓ | ✓ | ✓ | ✓ |
How it's enforced¶
Access is controlled by route guards in the app:
- partnerGuard — any training-center account. Applies to Dashboard, the Courses list, a course's details, an
edition's detail (with its tabs), a student's in-course card, and Settings. This is why a Trainer can manage
attendance, agenda and instructors for the courses they're assigned to.
- staffAdminGuard — Owner/Admin/Manager only. Applies to everything else (creating/editing courses, the
center-wide Students and Certificates areas, Staff, Financials, Integrations, Renewal, Calendar, Bulk Operations,
Audit Logs, Portal settings).
Trainers also see only their assigned courses; the data is scoped server-side, not just hidden in the menu.
Related flows¶
- Getting started
- Staff — invite staff and change roles.
FAQ¶
- Can a Manager do less than an Admin? No — they have the same portal access. Use the distinction for your own organization.
- Can a Trainer mark attendance? Yes, for courses they're assigned to (via the course edition's Attendance tab).
- Can a Trainer issue certificates? No. Certificate issuing is admin-level.