Permissions and responsibilities
The audience labels in these docs describe responsibilities, not application roles. A course administrator may have only the particular tools they need.
Capability matrix
| Task | Required access |
|---|---|
| Edit cases, finding templates, labs/groups, or vitals | Edit grant for that content type |
| Review and approve a content type | Review grant for that content type |
| Manage classrooms, sequences, and learning classes | classrooms management grant |
| Read classroom settings, sequence previews/history and teacher results; download CSV | classrooms viewing grant (management also includes viewing) |
| Create, import, edit, publish, overwrite, replace wording, or archive questionnaires | Independent questionnaires management grant |
| Preview/download questionnaire definitions and present live test responses | questionnaires viewing grant (management also includes viewing) |
| Preview and download cross-course statistics | Independent stats viewing grant |
| Issue ID/PIN cohorts and manage their schedules/signup links | access_codes tool |
| Manage studies and consent documents | Independent studies tool |
| Handle submitted bug reports | Independent bug_reports tool |
| Grant permissions; manage settings, LTI, standard values/reference imports | Application administrator |
| Supervise a particular classroom and run its seminars | Explicit classroom staff assignment, or application administrator |
Administrators have the panel's content/tool privileges automatically. A moderation permission does not itself grant classroom supervision. Student membership is not a staff assignment.
Classrooms, questionnaires, studies, and bug reports have separate viewing and management capabilities. A viewing grant is not permission to change records. Stats (view and download) is a read-only reporting grant. ID/PIN issuance uses its own management tool.
To author a sequence containing an existing published test, classroom management is enough. To create or revise that test as well, request questionnaire management separately. A classroom supervisor needs questionnaire viewing access in addition to their assignment to present aggregate test responses; the assignment alone does not grant it.
Grant access through the panel
An administrator opens Administration > Permissions, selects the correct account, and grants the minimum necessary edit/review capabilities or tools. Assign classroom supervisors separately in the classroom editor.
Test with the recipient's own standard staff account. ID/PIN learner sessions and restricted LMS sessions should not be used to administer teaching.
A menu is missing
Check the signed-in account, identity type, and explicit grants. For supervision, check the classroom assignment even if the person can edit that classroom. Revocation is enforced on subsequent authorized requests; a previously open page is not continued permission.
Do not share an administrator account to work around a missing grant.