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How do I update user permissions?

Steps on how to update user permissions which allows them access or restricted access to data.


1.Open the navigation on the left and click 'Training Compliance', then click 'Profiles'.

2. In the search bar, type in the name or email address of the person's profile you are searching for.

3. Click 'Edit Profile' located in the top right corner of the user profile.

4. Click 'Permissions', then three options in the dropdown beside 'Role' are available; Account Admin, Team Admin and Account User. 

Screenshot 2023-05-29 104757

5. By selecting 'Account Admin', there are two permissions to chose from; 'Read and Write' or 'Read Only'.

6. 'Read and Write' gives the user full permission to add, delete, archive and edit any profiles, information, certs/training records etc.

7. 'Read Only' only gives the user permission to see profiles, information, certs/training records etc.

8. 'Team Admin Read and Write' allows primary and secondary owners of a team to view, add, delete archive and edit any profiles, information and certs/ training records of a user that is on their team only.

9. 'Team Admin Read Only' allows primary and secondary owners of a team to view all users and subcontractor profiles only but they cannot add, edit, delete or assign out anything.

11. 'Account User' allows users to complete onboarding and inductions and view their own information only.