An Overview of Edify Permissions

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 Edify Permissions

The Edify tool offers a variety of permission levels that may not be applicable to all users. With this platform, you have the flexibility to create distinct environments for yourself and your staff. This allows you to tailor access and responsibilities based on individual needs, ensuring that each team member has the appropriate level of authority and access to complete their tasks efficiently.

The permissions for users of Edify are described below:

Organisation

Permission

Description

Can view organisation details

Allows access to the Organisation page.

Allows access to the organisation's details.

Can update general organisation details

Requires permission: Organisation > Can view organisation details.

Allows editing access to the organisation's details via the Organisation page.

The organisation Name and RTO number are locked and cannot be edited.

The organisation Address and Contact information can be edited.

User

Permission

Description

Can view other user details

Allows access to the Global Users and Users pages.

Allows access to the details of other users in the organisation.

Can create a new user

Requires permission: User > Can view other user details.

Allows creation of new users in Edify.

Permission options are limited depending on the current user's permissions.

Can update existing users

Requires permission: User > Can view other user details.

Allows the editing of details and permissions for users in the organisation.

Permission options are limited depending on the current user's permissions.

Can disable users

Requires permission: User > Can view other user details.

Allows the deletion of users in the organisation.

Note: If a user is the only user in an organisation with the Is Primary Account Owner permission, they cannot be deleted.

Can restore a user

Requires permission: User > Can view other user details.

Allows the restoration of access to a disabled or deleted user in the organisation.

Can clone user permissions

Requires permission: User > Can view other user details.

Requires permission: User > Can create a new user.

Allows the creation of a new user by cloning an existing user in the organisation.

New user details must be entered.

Permissions will be initially selected based on the cloned user's permissions and limited by the current user's permissions.

Is Primary Account Owner

Requires permission: User > Can view other user details.

Requires permission: User > Can create a new user.

Requires permission: Organisation > Can update general organisation details.

Prevents the user from being deleted if they are the only user in the organisation with this permission.

Resources

Permission

Description

Can View Resource Listing

Allows access to the Units page of the user's organisation.

Can create a new NRT Resource

Requires permission: Resources > Can View Resource Listing.

Allows creation of a new NRT (Nationally Recognised Training) Unit.

The code used must exist on training.gov.au as a Unit of Competency.

Has permission to clone a resource

Requires permission: Resources > Can View Resource Listing.

Allows the cloning of an existing Unit in the organisation.

Can change resource state

Requires permission: Resources > Can View Resource Listing.

Allows the change of a Unit's status from Draft to Ready.

Will get notification & messages via email

Requires permission: Resources > Can View Resource Listing.

Allows user to receive emails when a Unit status is changed.

Assessment Zone

Permission

Description

Can View Assessment zone for a resource

Requires permission: Assessment Zone > Can View Assessment zone for a resource.

Allows access to Assessment Sections inside a Unit.

Can create/update assessment sections in a resource

Requires permission: Assessment Zone > Can View Assessment zone for a resource.

Allows creation of new Assessment Sections inside a Unit.

Allows editing of existing Assessment Sections inside a Unit.

Can delete an assessment section in a resource

Requires permission: Assessment Zone > Can View Assessment zone for a resource.

Allows deletion of Assessment Sections inside a Unit. The default Assessment sections cannot be deleted.

Can clone existing section

Requires permission: Assessment Zone > Can View Assessment zone for a resource.

User can duplicate existing Assessment Sections inside a Unit.

Can rearrange sections

Requires permission: Assessment Zone > Can View Assessment zone for a resource.

Allows existing Assessment Sections to be re-arranged inside a Unit.

This does not affect the structure or presentation of the Online variant.

Assessment Zone Content

Permission

Description

Can create/update assessment questions/tasks in a resource

Allows creation of new Assessment Questions and Tasks in the Assessment sections of a Unit.

Allows editing of existing Assessment Questions and Tasks in the Assessment Sections of a Unit.

Can delete assessment questions/tasks in a resource

Allows deletion of existing Assessment Questions and Tasks in the Assessment sections of a Unit.

Can rearrange questions/tasks

Allows the re-arranging of existing Assessment Questions and tasks in the Assessment Sections of a Unit.

Online Assembly Area

Permission

Description

Can Access Online Assembly Area

Requires permission: Resources > Can View Resource Listing.

Allows access to the Online variant area of a Unit.

Can add new | update sections for online

Requires permission: Online Assembly Area > Can Access Online Assembly Area.

Allows adding of new sections in the online variant of a Unit.

Allows updating of existing sections in the online variant of a Unit.

Can Customise Left-Hand menu bar of the unit

Requires permission: Online Assembly Area > Can Access Online Assembly Area.

Allows changes to the left-hand menu in the Online variant of Units.

Supporting Info

Permission

Description

Can View supporting info for a resource

Requires permission: Resources > Can View Resource Listing.

Allows access to the Supporting info Sections inside a Unit.

Can create/update supporting info sections in a resource

Requires permission: Supporting Info > Can View supporting info for a resource.

Allows creation of new Supporting info Sections inside a Unit.

Allows editing of existing Supporting info Sections inside a Unit.

Can delete a supporting info section in a resource

Requires permission: Supporting Info > Can View supporting info for a resource.

Allows deletion of existing Supporting info Sections inside a Unit.

Does not allow deletion of the default Supporting info Sections for NRT Units.

Can clone existing section

Requires permission: Supporting Info > Can View supporting info for a resource.

Allows duplication of existing Supporting info Sections inside a Unit.

Boilerplate

Permission

Description

Access to standard boilerplates

Allows access to the Boilerplate area.

Can create new boilerplates

Requires permission: Boilerplate > Access to standard boilerplates.

Allows creation of new Boilerplate content.

Can update boilerplates

Requires permission: Boilerplate > Access to standard boilerplates.

Allows updating of existing Boilerplate content.

Media Library

Permission

Description

Can access the media library

Allows access to the Media Library tab in the left-hand menu of any Unit.

Allows access to access the Media Library tab in the text editor toolbar when editing content. For example, assessment questions, supporting info sections, boilerplate descriptions, etc.

Allows Media Library assets to be inserted into content using the text editor toolbar.

Can upload new files in the media library

Requires permission: Media Library > Can access the media library.

User can upload file assets in the Media library.

History

Permission

Description

View access history of account

Allows access to the History tab of a Unit.

All historical actions performed in a Unit can be viewed by the user.

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