Roles And Permissions In Achieve
Achieve includes three main user roles: Admins, Advisors, and Learners.
- Admins are typically employees of a financial institution sponsoring the program. They manage users, drive adoption through incentives, and report on engagement and outcomes.
- Advisors are usually independent CSAs who share educational content with clients. They help promote the program but are not employees of the sponsoring institution.
- Learners are end users who take educational courses.
Admin vs. Advisor Permissions
The table below outlines what each role can do in the platform:
| Feature Area | Permission | Admin | Advisor |
|---|---|---|---|
| Users | Create and edit users (including Admins and Advisors) | ✔ | |
| View, sort, and filter users | ✔ | Only for own team | |
| Set temporary passwords for other users | ✔ | Only for own team | |
| Teams | Create teams | ✔ | |
| Assign Advisors to teams | ✔ | ||
| Edit team information (name, description, contact info) | ✔ | Only for own team | |
| Programs | View programs | ✔ | ✔ |
| Send invitations | ✔ | ✔ | |
| View enrollments | ✔ | ✔ | |
| Create incentives | ✔ | — | |
| Reporting | View reports | ✔ | ✔ |
| Administration | Access Resources | ✔ | ✔ |
| Set up Single Sign-On | ✔ |