User roles and permissions for training providers
Coursebricks has user roles and permissions for training providers. Bring your whole team into one workspace, decide exactly who can approve orders, confirm courses or send trainer requests, and let everyone sign in with an email code instead of a password.
Bring your whole training team into one workspace.
Admins invite colleagues to Coursebricks by email and choose their roles in the same step. Coordinators, sales staff and finance users all work from the same records.
- Invite anyone by email
- Revoke an invitation before it is accepted
- Change a member's roles as their job changes
- Remove members when they leave
Create roles that match how your team works.
Every Coursebricks workspace starts with an Admin role and a Manager role. Add your own roles, such as Coordinator, Sales or Finance.
- Custom roles you create, edit and delete
- Several roles per person, with their permissions combined
- Managers run day-to-day work without approving or confirming
- Admins keep full access to workspace settings
Decide who can approve orders and confirm courses.
Coursebricks permissions are set per action, so a role can edit orders without approving them. Switch create, edit and delete on or off for each area, plus approve, confirm or send where relevant.
- Limit who approves orders and expenses
- Limit who confirms courses or sends trainer requests
- Permissions for courses, registrations, contacts, opportunities, workflows and more
Sign in with an email code, with no passwords to manage.
Team members sign in to Coursebricks with a one-time code sent to their email, so there are no passwords to set up or reset. Trainers and learners sign in to their own portals with an email code too.
- Hosted on Vercel; GDPR, PCI-DSS, HIPAA, CCPA and APP compliant
- Data encrypted at rest and in transit with TLS 1.3
- Data hosted in Frankfurt, N. Virginia, Sydney or Singapore
How to set up team roles and permissions in Coursebricks
Coursebricks takes a training team from one Admin to a full workspace with the right access for each person in four steps.
- Step 1
Create your roles
Start from the Admin and Manager roles and add your own, such as Coordinator, Sales or Finance.
- Step 2
Choose what each role can do
Switch individual actions on or off for each role, such as approving expenses, confirming courses or sending trainer requests.
- Step 3
Invite your team by email
Enter each colleague's email and pick one or more roles. They sign in with a one-time email code, so there are no passwords to set up.
- Step 4
Adjust access as your team changes
Change a member's roles when their job changes, and remove them when they leave.
User Roles and Permissions for Training Providers FAQs
User roles and permissions control what each person on your team can do in the software. Coursebricks lets Admins invite staff by email, combine default and custom roles, switch individual actions on or off and sign everyone in with a one-time email code.
What are user roles and permissions for training providers?
User roles and permissions control what each person on a training provider's team can see and do in the software. Coursebricks has user roles and permissions for training providers: Admins invite staff by email, give them one or more roles, and each role switches individual actions on or off, such as approving orders, confirming courses or sending trainer requests.
How are user roles and permissions different from sharing one login?
With user roles and permissions, every team member has their own sign-in and only the access their roles allow. A shared login gives everyone the same full access, and removing one person means changing it for the whole team. In Coursebricks, Admins invite each colleague by email, give them roles and remove them when they leave, and unlimited admin licenses are included at no extra cost.
How do I add team members to Coursebricks?
Invite them by email and pick their roles in the same step. Admins can revoke an invitation before it is accepted, and change a member's roles or remove the member at any time.
Can I create custom roles for my training team?
Yes. Admins create, edit and delete custom roles in Coursebricks, such as Coordinator, Sales or Finance. Every workspace also starts with an Admin role, which has full access, and a Manager role, which can do everything except confirm and approve.
Can one person have several roles?
Yes. A team member in Coursebricks can hold several roles, and their permissions add up across those roles. For example, a member with a Coordinator role and a Finance role gets every permission from both roles.
Can I control who approves orders and confirms courses?
Yes. Coursebricks permissions are set per action, so a role can edit orders without approving them. Each role switches create, edit and delete on or off, plus approve, confirm, send, cancel or archive where relevant, across courses, registrations, orders, expenses, contacts, opportunities, trainers, workflows and more.
Is my training data secure in Coursebricks?
Yes. Coursebricks is hosted on Vercel and is GDPR, PCI-DSS, HIPAA, CCPA and Australian Privacy Principles (APP) compliant. Data is encrypted at rest, and in transit with TLS 1.3 (HTTPS) by default, with AES-256 encryption and SHA-256 signed certificates. You choose where your data is hosted: Frankfurt, N. Virginia, Sydney or Singapore.
Do team members need passwords to sign in to Coursebricks?
No. Team members sign in to Coursebricks with a one-time code sent to their email, so there are no passwords to manage or reset. Trainers and learners sign in to their own portals with an email code too.
How much do roles and permissions in Coursebricks cost?
Coursebricks costs $139 per month, or $1,500 billed yearly ($125 per month), with every feature included. User roles and permissions come with scheduling, bookings, payments and automation, and the price includes unlimited admin licenses. The free trial gives 3 months of full access with no credit card.
And much more
Everything else a training provider needs, in one plan.
Coursebricks also runs certificates, invoicing, waitlists, e-signatures, trainer and learner portals, reporting and more. Every feature is included in one plan, with nothing extra to buy.
Spend less time on admin and more time training.
See how Coursebricks fits the way you run courses, or try it free for three months. No credit card needed.