LoreGraph product docs
Roles and Permissions
Summary
Roles control who can manage a workspace, create training, and take courses as a learner.
Who this is for
- Workspace admins
- Security reviewers
- Course creators
Before you start
- You need admin access to manage roles or invitations.
- Identify which users create training and which users only take training.
- Review your plan if you need larger teams or advanced roles.
Concepts
Admins manage team settings, billing, users, courses, publishing, learner invitations, progress, and deletion.
Creators create and edit training, upload documents, generate quizzes, and preview courses.
Learners view assigned courses, take lessons, take quizzes, and view their own progress.
Admin learner preview is useful for quality checks, but preview attempts should be treated separately from real learner progress.
Steps
- Invite users with the narrowest role that fits their work.
- Use Admin for workspace owners and training operations leads.
- Use Creator for people who prepare or edit courses.
- Use Learner for people who take assigned training.
- Review roles before publishing sensitive or compliance courses.
Settings reference
Setting | What it does | Recommended default |
|---|---|---|
Admin | Manage workspace and training. | Use for owners and operational administrators. |
Creator | Create and edit training. | Use for authors and reviewers who do not need billing access. |
Learner | Take training. | Use for employees, customers, or partners assigned to courses. |
Example
An HR director is an Admin, an HR specialist is a Creator, and new hires are Learners assigned to the onboarding course.
Common mistakes
- Giving billing or deletion access to users who only need to edit content.
- Assuming learner preview is the same as a real assignment.
- Forgetting to remove workspace access when a user leaves the company.
- Publishing a course before the right owner reviews it.
Role overview
Role | Main purpose | Typical actions |
|---|---|---|
Admin | Manage workspace and training | Billing, settings, users, courses |
Creator | Create and edit training | Upload documents, edit courses, generate quizzes |
Learner | Take training | View assigned courses, take quizzes, track progress |
Related Help Center articles
Last updated: May 30, 2026