This article explains how to use the Administrators & Roles menu to add and manage account administrators, review their notification and security settings, and create custom roles with specific access permissions.
Access the Administrators and Roles menu
Click your account profile icon in the upper-right corner of the page.
Select Administrators & Roles.
You will be redirected to your account's administrator list.
Understand the administrator list
Each list entry represents an administrator user registered in your account.
The following information is displayed:
ID
First and last name
Email address
Role
Status
Email notifications
Two-factor authentication status
The Status column indicates whether the administrator’s account is active.. A deactivated administrator is unable to access your Learnybox account.
The Emails column indicates whether the administrator receives email notifications.
The 2FA column indicates whether two-factor authentication is enabled for the administrator’s account to secure their logins.
Add a new administrator
Click Add administrator in the upper-right corner of the page.
On the administrator creation page, complete the following required fields:
First name
Last name
Email
Role
The Automatically generated password option is enabled by default. Disable it when you want to set the administrator’s password manually.
Select Deactivated to create the administrator with an inactive account.
The Administrator configuration section also contains settings relating to:
email notifications
User avatar (profile picture)
Description (for blog article publishing)
Access to sensitive data and important account information
X and Facebook social media links
You can also choose to immediately send an email to the new administrator with their access credentials.
Click Confirm (bottom right) to create the administrator, or Cancel to leave the page without saving.
Edit or delete an administrator
In the administrator list, click the vertical ellipsis (⋮) to the right of the relevant administrator.
Three actions are available:
Edit: Opens the administrator’s settings.
Reset password: Automatically resets and emails a new password to the administrator.
Delete: Permanently deletes the administrator from your account.
Note: For the account's main administrator (i.e., the first account administrator generated after account creation), only the Edit action is available.
Understand roles
From the Administrators page, click Manage roles
The Roles page displays the predefined roles available in your account:
User
Editor
Coach
Administrator
These roles represent system-default roles, and they are not editable.
The Access column shows the features available to each role. Hover over an icon to view the corresponding feature name. Dark icons indicate granted access, while greyed-out icons indicate that access is not granted.
Add a role
Click Add role in the upper-right corner of the Roles page.
Name your new administrator role by entering a name in the Role name field, then enable the permissions you want to grant to the role.
Permissions are grouped into categories, including:
Dashboard
Applications
Plugins
Tools
Other
Each category includes a set of features and account sections that any administrator assigned the role will be able to access.
Examples:
Orders and invoices
CRM
Academy
Sales funnels
Website
Blog
Live webinars
Automated webinars
Offers
and more.
At this stage, you know how to access the Administrators & Roles menu, manage account administrators, review existing roles, and create custom roles with the appropriate permissions.