Getting Started
Understanding User Roles and Permissions
Learn about different user roles and what features are available based on your assigned permissions.
Your access to features and content depends on the roles assigned to your account. Understanding these roles helps you navigate the system effectively and know what actions you can perform.
Role Types Overview
Section titled “Role Types Overview”The system uses three levels of user roles:
- System Administrator — Platform-wide access to all organizations and settings
- Organization Administrator — Full access within assigned organizations
- Functional Roles — Specific permissions for weCLIMB and eLearn modules
System Administrator Role
Section titled “System Administrator Role”System administrators have unrestricted access to:
- All organizations and their data
- Global system settings
- User management across all organizations
- License management and reporting
- System-wide analytics and reports
If you’re a system administrator, you can access any feature described in this help center.
Organization Administrator Role
Section titled “Organization Administrator Role”Organization administrators can manage everything within their assigned organizations:
- User accounts and role assignments
- Organization settings and preferences
- All weCLIMB and eLearn content and data
- Reports for their organization
- License usage for their organization
Organization administrators see an “All Observations” widget on their dashboard showing organization-wide observation activity.
Functional Roles
Section titled “Functional Roles”Most users have one or more functional roles that provide specific permissions:
weCLIMB Module Roles
Section titled “weCLIMB Module Roles”Observer
- Conduct classroom observations
- View observation forms and rubrics
- Access peer observation reports
- See “My Conducted Observations” on dashboard
Observable
- Receive classroom observations
- View observations of your teaching
- Access your observation history and feedback
- See “My Observations” on dashboard
Evaluator
- Conduct formal evaluations
- Access evaluation periods and cycles
- Manage evaluation workflows
- View evaluation analytics
Proctor
- Manage proctored assessment sessions
- Monitor online assessments
- Control session settings and timing
- Access proctoring reports
eLearn Module Roles
Section titled “eLearn Module Roles”Reporter
- Access analytics and reporting features
- View learning progress data
- Generate completion reports
- Export learning records
Publisher
- Create and publish learning content
- Manage content libraries
- Build learning paths
- Configure assessments and certificates
Dashboard Content Based on Roles
Section titled “Dashboard Content Based on Roles”Your dashboard displays different tabs and widgets based on your assigned roles:
eLearn Module Tabs
Section titled “eLearn Module Tabs”If the eLearn module is activated, you may see:
- Required Content — Mandatory training assigned to you
- Continue Content — Courses you’ve started but not completed
- Content Libraries — Available learning resources
- Learning Paths — Structured learning sequences
- Individual Content — Standalone courses and materials
weCLIMB Module Widget
Section titled “weCLIMB Module Widget”If you have Observer, Observable, or Organization Administrator roles, you’ll see an Observations widget showing:
- My Observations (Observable role) — Times your classroom has been observed
- My Conducted Observations (Observer role) — Classrooms you’ve observed
- All Observations (Organization Administrator role) — Organization-wide observation activity
Organization Hierarchy
Section titled “Organization Hierarchy”The system supports multi-level organizations:
- District Level — Top-level organization
- School Level — Schools within districts
- Department Level — Departments within schools
Your role permissions apply to your assigned organization level and may extend to child organizations depending on your specific role configuration.
Requesting Additional Permissions
Section titled “Requesting Additional Permissions”If you need access to features not currently available:
- Contact your Organization Administrator
- Request specific role assignments
- Explain which features you need to access
- Wait for role assignment confirmation
Organization Administrators can modify role assignments through the user management interface.
Role-Specific Feature Access
Section titled “Role-Specific Feature Access”Content Access
Section titled “Content Access”- Content visibility depends on your organization assignment
- Required content appears based on administrator assignments
- Content libraries show resources available to your role level
Reporting Access
Section titled “Reporting Access”- Reporters see comprehensive analytics across modules
- Other roles see reports relevant to their function
- Organization Administrators access all reports for their organization
Administrative Features
Section titled “Administrative Features”- User management requires Organization Administrator or System Administrator roles
- Content publishing requires Publisher role
- System settings require appropriate administrative permissions
Understanding Role Limitations
Section titled “Understanding Role Limitations”Each role has specific boundaries:
- You can only access data from your assigned organizations
- Feature availability depends on module activation (weCLIMB/eLearn)
- Some features require multiple roles for full functionality
- Administrative actions require elevated permissions
If you encounter “Access Denied” messages, check with your administrator about role assignments needed for that feature.

