Articulate 360: Mastering Roles and Permissions in Articulate Platforms

This guide is your comprehensive resource for understanding and implementing roles and permissions across Articulate platforms, including Articulate 360 Teams, Reach 360, and Review 360. It will help you:

Distinguish between free and paid roles
Assign roles strategically for optimal collaboration and security
Streamline team onboarding with step-by-step role assignment recommendations

With the right roles in place, your team will be ready to deliver exceptional learning experiences faster and with greater confidence. Let’s get started!

Free Roles

Free roles—roles that don’t take up a seat on a subscription—are limited to administrative oversight or reviewing functionalities. These users can’t create or edit courses. These are the free roles for each Articulate platform:

Articulate 360 Teams—Account Admin, Group Admin
Reach 360—Admin, Manager, Reporter
Review 360—Reviewers (with or without an Articulate ID)

Platform-Specific Roles and Permissions

These are the user roles and permissions available across Articulate 360 Teams, Reach 360, and Review 360.

Articulate 360 Teams

Account Owner—Purchases the subscription and is responsible for key administrative tasks, such as:

Billing management, including updating payment methods and making billing decisions (if purchased through a global reseller, contact the reseller directly for billing management)
Purchasing additional seats for the team
Managing users, groups, and admins, including overseeing all team members and organizational settings
Enabling or disabling Articulate AI services
Changing the Reach 360 URL
Enabling single sign-on (SSO) for learners

Note: An account owner can serve as an admin for multiple teams but can only be a user on one team. An account owner must have a user seat if they want to create courses.

Account Admin—Manages all users, groups, and admins, including Reach admins. They do not consume a user seat by default. If assigned a seat, they can also manage Storyline team slides and rename and delete shared Rise 360 block templates.
Group Admin— Manages users within specific groups. They do not consume a user seat by default. If assigned a seat, they can also manage Storyline team slides and rename and delete shared Rise 360 block templates.
User—Creates courses and collaborates on projects using Articulate 360 apps like Storyline 360 and Rise 360. Each user must be assigned a user seat.
Note: Users may have different collaborative roles within the various Articulate 360 apps.

Reach 360

Owner—The same as the Articulate 360 Teams owner. They manage billing and have full admin rights.
Admin—Manages all learners and training settings and has access to the Learn, Manage, and Analyze tabs.
Manager—Manages assigned groups. They can invite learners, remove group members, assign training, and view reports for their groups.
Reporter—Accesses automatically generated metrics for specific groups or the entire account, as assigned.
Learner—Participates in assigned training and has access to the Learn tab.

Note: Reach 360 has two available plans:

Reach Starter, included in the price of Articulate 360 accommodates up to 300 active learners per annual term
Reach Pro, a paid upgrade for 301 or more active learners per annual term

Review 360

Content Owner—Uploads content and has full control over the Review item. They must have a paid seat.
Editor (in team folders)—Manages shared team folders and items but can’t delete, move, or change their permissions. They must have a paid seat in the same team subscription.
Reviewer (with an Articulate ID)—Reads, posts, edits, resolves, and deletes their own comments. They can also access additional Review features. They do not need a paid seat.
Reviewer (without an Articulate ID)—Reads and posts comments, inserts emojis, @mentions other reviewers, and adds attachments. They do not need a paid seat.

Rise.com Information

Owner—Purchaser of the subscription. They can manage billing and have full admin rights.
Admin—Manages users, groups, courses, learning paths, account settings, and reports. They can also take, create, collaborate on, and publish courses.
Reporter—Has access to metrics for assigned groups or the entire account, as assigned. They can also take, create, collaborate on, and submit courses.
Author—Takes, creates, collaborates on, and submits courses. They have no access to reports or administrative functions.
Learner—Takes courses and can browse the library.

For more information on Rise.com roles and permissions, click here. The Owner, Admins, Reporters, and Authors can also hold various collaborator roles.

Rise.com to Reach 360 Migration

Everyone in your Rise.com subscription is assigned a learner role upon migration to Reach 360. Admins and reporters must be given the appropriate permissions in the Articulate 360 Teams dashboard. Additionally, any current authors must be assigned a seat on your Articulate 360 team to author content in Rise 360 and Storyline 360.

Rise.com		Reach 360
Admin	⇒	Reach Admin
Reporter	⇒	Reach Reporter
Author	⇒	Articulate 360 User/Seatholder

Rise.com is Articulate's all-in-one content creation and publishing platform. We're not currently allowing new Rise.com accounts to be created, but we've included those roles here for reference for anyone migrating to an Articulate 360 subscription. Owner—Purchaser of the subscription. They can manage billing and have full admin rights. Admin—Manages users, groups, courses, learning paths, account settings, and reports. They can also take, create, collaborate on, and publish courses. Reporter—Has access to metrics for assigned groups or the entire account, as assigned. They can also take, create, collaborate on, and submit courses. Author—Takes, creates, collaborates on, and submits courses. They have no access to reports or administrative functions. Learner—Takes courses and can browse the library. For more information on Rise.com roles and permissions, click here. The Owner, Admins, Reporters, and Authors can also hold various collaborator roles. Rise.com to Reach 360 Migration Everyone in your Rise.com subscription is assigned a learner role upon migration to Reach 360. Admins and reporters must be given the appropriate permissions in the Articulate 360 Teams dashboard. Additionally, any current authors must be assigned a seat on your Articulate 360 team to author content in Rise 360 and Storyline 360. Rise.com Reach 360 Admin ⇒ Reach Admin Reporter ⇒ Reach Reporter Author ⇒ Articulate 360 User/Seatholder

Recommendations for Assigning Roles

When assigning roles, we recommend following these five steps in order:

Assign Administrators First. Begin with the Owner and Account Admin roles to configure account settings and manage the initial setup.
Delegate Management. Assign Articulate 360 Teams Group Admin or Reach 360 Manager roles to individuals who lead specific groups or teams.
Enable Collaboration. Assign Articulate 360 Teams User roles to content creators and collaborators.
Add Learners. Assign Reach 360 Learners once content and training environments are set up.
Use Reviewers Strategically. Assign Review 360 Reviewer roles to stakeholders for content feedback. Here are ways to invite reviewers.