User Roles

You can invite multiple users to help you manage your Virtualbadge.io account. 

To invite additional team members or trainers, follow these steps:

1. Navigate to Settings,
2. Select the Users & Roles tab,
3. And click the Invite button to add new users.

The exact number of additional users is defined by your plan, and you can check it in this feature list: https://www.virtualbadge.io/pricing#plans

Below is an overview of each user role and its permissions:

Owner

The Owner role has unrestricted access to all features. The email used to create the account is assigned this role by default

Administrator

The Administrator has unrestricted access to all features, like the owner. This role should be assigned judiciously due to its comprehensive access, including organizational and billing settings

Editor

Editors have access to most functions, excluding administrative settings such as user management, billing, and organizational configurations.
Accessible features for Editors include:

• The integration settings
• The collection settings
• The certificate dashboard
• The certificate details
• The certificate email settings
• The certificate design
• The certificate statistics
• The recipient management

These users cannot access most of the general settings like:

• The organisation settings
• The billing settings
• The users and roles settings
• The creation of new certificates

Designer

Designers can create and edit certificate designs but have restricted access to other features, including recipient management and certificate distribution.
Designers have permission to the following features:

• The collection settings, except for the deleting collections
• Viewing the certificate dashboard
• The certificate design

These users cannot access:

• The organisation settings
• The billing settings
• The integrations settings
• The users and roles setting
• Deleting collections
• Update or create anything in the certificate dashboard
• The certificate details
• The certificate email settings
• The certificate statistics
• The recipient management

Trainer

The Trainer role is specific for users of the Trainer Module, a dedicated module for in-person trainings (click here to read more about it).
Trainers are responsible for creating and managing training QR Codes and for approving certificate requests.

These users have access to:

• The trainer dashboard
• The creation and editing of training courses
• The folders assigned to them and their content
• The list of recipients from their own trainings.

A trainer is denied access to the following functions:

• The creation of new certificates
• The certificate details
• The certificate email settings
• The certificate statistics
• The organisation settings
• The billing settings
• The integration settings
• The users and roles settings
• Deleting collections/templates

Need more trainers or users?