| Role | What they need to achieve | Typical pages |
|---|
| Project owner | Know what is configured, what is missing, and where risk exists. | Rollout overview, reporting, data fixes. |
| HR / L&D manager | Assign content, monitor completion, and communicate with learners. | Users, groups, content, reports. |
| Administrator | Manage users, roles, imports, and technical settings. | Imports, API, roles, audit. |
| Learner | Find and complete assigned content. | Sign in, my courses, certificates. |
| Integrator | Connect an external system. | REST API, webhooks, identifiers. |
| Scenario | Primary role | Supporting role | Documentation path |
|---|
| Launch a new company space | Project owner | Administrator | Owner runbook -> Getting started -> QA and acceptance |
| Import or synchronize employees | Administrator | Integrator | Users and groups -> Client integrations |
| Assign mandatory training | HR / L&D manager | Project owner | Content and assignments -> Reporting |
| Verify rollout success | Project owner | HR / L&D manager | Reporting -> QA and acceptance |
| Investigate missing learning | Administrator | Internal support | Users and groups -> Content and assignments -> Architecture overview |
| Connect completion reporting to HRIS | Integrator | Project owner | Client integrations -> API and integrations |
| Role | Must understand | Does not usually need |
|---|
| Project owner | Ownership, rollout state, risk, evidence, escalation. | Rails models or serializer names. |
| HR / L&D manager | Content, assignments, deadlines, completion, certificates. | API request syntax. |
| Administrator | Users, groups, roles, imports, state changes, operational fixes. | Full internal assignment reconciliation details. |
| Learner | Assigned learning, progress, completion, certificate access. | Company-space settings. |
| Integrator | Identifiers, 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.