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Roles and scenarios

Updated 13 Jul 2026jirkamotejl

RoleWhat they need to achieveTypical pages
Project ownerKnow what is configured, what is missing, and where risk exists.Rollout overview, reporting, data fixes.
HR / L&D managerAssign content, monitor completion, and communicate with learners.Users, groups, content, reports.
AdministratorManage users, roles, imports, and technical settings.Imports, API, roles, audit.
LearnerFind and complete assigned content.Sign in, my courses, certificates.
IntegratorConnect an external system.REST API, webhooks, identifiers.
ScenarioPrimary roleSupporting roleDocumentation path
Launch a new company spaceProject ownerAdministratorOwner runbook -> Getting started -> QA and acceptance
Import or synchronize employeesAdministratorIntegratorUsers and groups -> Client integrations
Assign mandatory trainingHR / L&D managerProject ownerContent and assignments -> Reporting
Verify rollout successProject ownerHR / L&D managerReporting -> QA and acceptance
Investigate missing learningAdministratorInternal supportUsers and groups -> Content and assignments -> Architecture overview
Connect completion reporting to HRISIntegratorProject ownerClient integrations -> API and integrations
RoleMust understandDoes not usually need
Project ownerOwnership, rollout state, risk, evidence, escalation.Rails models or serializer names.
HR / L&D managerContent, assignments, deadlines, completion, certificates.API request syntax.
AdministratorUsers, groups, roles, imports, state changes, operational fixes.Full internal assignment reconciliation details.
LearnerAssigned learning, progress, completion, certificate access.Company-space settings.
IntegratorIdentifiers, API auth, webhooks, retries, error handling.Manual UI workflow details except for validation.

When a page serves multiple roles, the first paragraph should say who the page is for and what decision or task it supports.