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Training Admin Access

Setting Up Training Admin Users

When setting up Training Admin access for your team to manage and maintain the data that is input in the TMS we require the below information:

Please note setting up this Training Admin user access may be managed by your Training Management company, if so contact your Training Admin/Account Manager to arrange the below access.

First Name:

Last Name:

Email Address:

Password

Please refer to the Clients & Projects section of the TMS User Guide here for managing Clients & Project within the TMS.

Training Admin User Type

  • Standard Training Admin
  • Client Specific Access
  • Project Specific Access

If Client or Project specific access is required, please advise below the Client/Project name

Customisable Permissions for Training Admin User

  • Is Read Only
  • Is Read Only Delegate
  • Can add or upload certs
  • Can edit job roles, clients and locations
  • Edit Matrix
  • Can add request approvers
  • Can add new starters
  • Can manage tasks
  • Can view reports
  • Can place Internal Bookings
  • Can manage Internal Courses
  • Can place AIS Bookings
  • Can place Third Party Bookings
  • Account Disabled?
  • Can Edit Request Priority
  • Requests Do Not Require Approval
  • Can Edit Certificate Status
  • Can Manage Absences
  • Can Cancel Requests
  • Can Manage Internal Third Party Suppliers
  • Can Place Internal Third Party Bookings
  • Can Manage Course Hierarchy
  • Can Approve Requests
  • Is AIS
  • Can Batch Approve Requests
  • Can Add/Edit Tracked Events
  • Can Edit Absence Types
  • Can Use Merge Tool
  • Can Only See The Employees Workplace Info Tab
  • Can Edit Business Streams
  • Can Archive Delegates
  • Can Archive Certificates
  • Can Export Employees
  • Can Manage Superseding Courses


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