This article is for ADMINISTRATORS.


When users are added to the Engage platform they are automatically assigned the Learner role. This gives them access to the features that students require. If the user is a teacher or librarian, or if they need to be able to manage purchasing on the platform, their access permissions will need to be increased.


To curate the access that certain users have, you'll need to assign user roles. This will restrict or open access to different sections of the Engage platform.


The different Engage user roles include Learner, Teacher, Librarian, Admin, Classroom, Finance, and Bookseller. Only Admins have the ability to assign and edit user roles.


Setting user roles

To assign a new role to a user:

  1. After logging in to Engage, navigate to the settings section by clicking the cog icon in the top right-hand corner of your screen.
  2. Using the dashboard on the left-hand side of your screen, navigate to 'Users'.
  3. Select the relevant user. You can use the search bar to locate the user in question, and then tick the selector box for that user to make the selection.
  4. Click the ‘Assign User Role’ button at the top of your screen.
  5. Select the type of permission you wish to assign to the user from the list in the permissions pop-up. You can assign more than one permission type to the same user.

  6. Click on ‘Save’ to confirm your selection.

Editing user roles

To edit a user’s access and permission status:

  1. After logging in to Engage, navigate to the settings section by clicking the cog icon in the top right-hand corner of your screen.
  2. Using the dashboard on the left-hand side of your screen, navigate to 'Users'.
  3. Click the user’s username to open their user page.
  4. On the next page, under 'Roles' (towards the bottom of the user's profile), click the ‘Add/Remove’ button.
  5. Select the role you wish to add/remove from the list in the permissions pop-up. You can assign more than one permission type to the same user.
  6. Click ‘Save’ to confirm your selection.
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