Roles
1 TopicArticulate 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. 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. Learn More To learn more, please see the following user guide articles: Articulate 360 Teams: User Roles Reach 360: Understanding User Permissions and Roles Review 360: Understand Tasks and Permissions Rise.com: Manage User Roles and Permissions855Views0likes0Comments
