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Manage staff roles and invite staff

Administrator, Manager, Facilitator, Viewer — and the one-time invitation that gives a colleague their own login.

Staff portalWho: AdministratorsLast updated 3 September 2026

Administrator

Every feature, setting and AI tool — including Permissions, Integrations, API access, Modules and the test-record flag.

Flow

Giving a colleague access

Create invitation(role chosen)Share the one-timelink securelyThey set their ownpasswordThey sign in;navigation matchesthe role

Diagram: Giving a colleague access. Steps:

  • Create invitation (role chosen)
  • Share the one-time link securely
  • They set their own password
  • They sign in; navigation matches the role

Connections:

  • Create invitation (role chosen) → Share the one-time link securely
  • Share the one-time link securely → They set their own password
  • They set their own password → They sign in; navigation matches the role
Staff actionLearner actionPallara does this

Four roles. Administrator has every feature, setting and AI tool. Manager manages learners, courses, assessments, reports, communications, finance and compliance with basic AI access. Facilitator views learners and manages courses, assessments, attendance and discussions. Viewer is read-only across learners, courses and reports. The Permissions page shows the feature count behind each.

Permissions: the four roles, each staff member's role, and the invitation form.
FIG. 1Permissions: the four roles, each staff member's role, and the invitation form.

Change a role

  1. Open Administration → Permissions. Each person's current role is shown.
  2. Choose the new role and Save Changes. Wait for Saved.
  3. The person must sign out and back in. Their navigation then shows only what the role permits, and a direct URL to a page they cannot use redirects to the dashboard.

Invite a staff member

  1. Under Invite staff member, choose the role and select Create invitation.
  2. Share the displayed one-time hosted link securely. The recipient sets their own password; you never handle it.
  3. Directory profiles awaiting staff access lists people who exist in the directory — a facilitator named on a course, say — but have no staff account yet. They are not assignable until they do.
NoteA platform super-administrator can revoke a person's sessions from the platform control plane to force a fresh sign-in without deactivating the account.
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