Articulate 360 Teams: Roles and Permissions
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In this article, you'll learn about roles and permissions in Articulate 360 Teams, how to transfer team ownership to someone else, and why it's a good idea to add multiple admins to your team.
- Understanding Roles
- Understanding Permissions
- Transferring Account Ownership
- Designating a New Admin When None Are Available
- Understanding Reach 360 Roles
Understanding Roles
There are four types of users in an Articulate 360 Teams account.
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Account Owner |
The account owner is the person who bought the subscription and is responsible for billing management. The account owner is the only one who can buy more seats. The account owner is also an account admin so they can manage all users, groups, and admins for the whole team. The account owner might not have a seat by default. If the account owner needs to create e-learning courses, they must be assigned to a seat to use the Articulate 360 apps. If your team has activated Reach 360, they are also the owners there. You can be an account owner for multiple teams, but you can only be a user on one team. |
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Account Admin |
Account admins manage all users, groups, and admins for the whole team. Account admins can't make purchasing decisions, but they can ask the account owner to buy more user seats as your team grows. They can also activate or deactivate Reach 360. Account admins don't consume seats (by default), so you can have as many as you'd like. However, if they need to manage the team and create e-learning courses, assign them to seats so they can use the Articulate 360 apps. If your team has activated Reach 360, account admins can also manage Reach 360 admins, managers, and reporters. You can be an admin for multiple teams, but you can only be a user on one team. |
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Group Admin |
Group admins manage users in the groups they’re responsible for. They can’t see or manage other groups or admins in the account management console. Group admins can't make purchasing decisions, but they can ask the account owner to buy more seats as your team grows. Group admins don't consume seats (by default), so you can have as many as you'd like. However, if they need to manage the team and create e-learning courses, assign them to seats so they can use the Articulate 360 apps. You can be a group admin for multiple teams, but you can only be a user on one team. |
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User |
Users are seatholders. They can use Articulate 360 apps, such as Storyline 360 and Rise 360, and they can submit content for publishing to Reach 360 if it has been activated. Users create e-learning courses and collaborate on projects. You can only be a user on one team. |
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Understanding Permissions
Here are the tasks that can be performed in an Articulate 360 Teams account and who has permissions to do them. To learn more about these tasks, see the Articulate 360 Teams user guide.
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Account Owner |
Account Admin |
Group Admin |
User |
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Use the Articulate 360 apps to create e-learning courses and collaborate on projects |
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Add users to the team |
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Bulk-import users via CSV file |
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Remove users |
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Create groups of seats |
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Rename groups |
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Add seats to groups |
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Add users to groups |
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Move seats between groups |
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Remove users from the team |
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Remove seats from groups |
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Delete groups |
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Add admins |
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Edit admin permissions |
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Assign groups to admins |
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Remove admins |
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Name the team |
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Rename the team |
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Switch between teams |
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Own or manage multiple teams |
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Make purchasing decisions, such as buying more seats for the team |
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Transferring Account Ownership
Articulate 360 Teams subscriptions can have multiple admins but only one account owner. The owner is the only person who has access to billing management.
You can't transfer account ownership to someone else in the account management console, but we can help with that. Contact us with authorization from the current account owner and the following details for the new account owner, and we'll take care of it for you.
- Name
- Email address
- Phone number
Designating a New Admin When None Are Available
We can't change your account roles or permissions. Only the account owner and account admins can add more admins to your team. Since admins don't consume seats by default, you can add as many admins as you like. We recommend adding more admins than you think you might need, even if they don't regularly use Articulate 360. They can be backup admins in situations when no one else is available.
Understanding Reach 360 Roles
Any Articulate 360 admin or user with a seat can submit Articulate 360 content for Reach 360 admins to publish. Articulate 360 account owners and admins can add Reach 360 admins, managers, and reporters using the Manage Reach 360 tab in the account management console. Reach 360 admins can manage all learners (including Articulate 360 admins and users), training settings, and more in Reach 360. Managers can only manage groups to which they're assigned, while reporters can access the reporting dashboard. Learn about user permissions in Reach 360.
If the Reach 360 admin, manager, or reporter is also training in Reach 360, removing them in the Manage Reach 360 tab doesn't delete their training info in Reach 360. They can continue where they left off when you add them as learners using the same email address. Learn more about managing learners in Reach 360.