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Difference between Admin and User Roles with Engage

Overview

Engage includes two main permission levels: Admin and User. Each role has different access rights across core areas of the platform. This guide outlines the differences to help Centres manage permissions effectively.

User Roles

This comparison applies to the following roles:

  • Admin
  • User

Role Comparison

Engage AreaAdmin Role CanUser Role Can
Learners
  • View all learners
  • Import learners
  • Delete learners
  • Download/save reports
  • View assigned learners only
  • Download/save reports
Users
  • View users
  • Import/create users
  • Archive users
  • Delete users
  • Assign/unassign users
  • View users
Metrics
  • View metrics
  • Create metric groups
  • Edit metrics
  • Delete metric groups
  • Enable/disable metrics
  • View metrics
Activities
  • View all Engage activities
  • View activities for assigned users only
Integrations
  • Create interactions
  • Schedule interactions
  • View an audit report of interactions
  • No permissions

Tips & Notes

  • Admin users have full control across Engage, including data management and configuration.
  • User roles are designed for day‑to‑day usage with restricted access for safeguarding and security.
  • If a user cannot perform an expected action, check whether they require an Admin upgrade.

Terminology

The terminology used in this article may vary depending on your Centre’s configuration.

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