In Factorial, permissions determine who can create, edit, assign, or track training programs. Setting the right permissions ensures that your training initiatives are organised, secure, and accessible only to the right team members.
This article explains the different training permissions in Factorial and how to manage them effectively, so you can give your HR team the access they need while keeping sensitive data protected.
Employees must be assigned to the corresponding permissions group for Training permissions to apply.
How to set up your Training permissions
- In your sidebar, go to Settings
- Click on Permissions
- Select the Training section
- Enable or disable the permissions
- Click on Save changes
Some permissions let you choose the specific scope of a permission: deciding who a user is allowed to perform a the action on.
- For themselves: Only on their own profile/data.
- For direct and indirect reportees: On employees who report to them, directly or through a hierarchy.
- For people on teams they lead: Only on members of teams they manage.
- For people in their legal entity: Anyone in their department, branch, or company entity.
- For the whole company: Across all employees in the organisation.
Training permissions
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Access to training management space
This permission allows the employees inside the specific group of permissions to access the Courses tab (for creating courses and viewing details of both draft and published courses, including basic and admin information), the Requests tab, to manage the Catalogue, and to access Training workflows.
Enable this permission for these to work:
- Create trainings
- Approve training requests
- Create trainings
- Manage training settings
- Reject training requests
- View insights
- Manage courses
- Manage training attendance
- Manage training requests
- View courses
- View and create training requests
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Approve training requests
This permission allows the employees inside the specific group of permissions to approve training requests.
The user must have permission to
- Access to the training management space
- Manage training requests
- View and create training requests
-
Create trainings
This permission allows the employees inside the specific group of permissions to create training courses within the training management space.
The user must have permission to Access to the training management space and View ‘Courses’.
-
Manage training settings
This permission allows the employees inside the specific group of permissions to configure training functionalities.
The user must have permission to Access to the training management space.
More information about the Training functionality here.
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Reject training requests
This permission allows the employees inside the specific group of permissions to reject training requests.
The user must have permission to
- Access to the training management space
- Manage training requests
- View and create training requests
-
View insights
This permission allows the employees inside the specific group of permissions to view “Training insights”.
The user must have permission to Access to the training management space.
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Manage courses
This permission allows the employees inside the specific group of permissions to edit and delete the course and its content, as well as create and send related surveys.
The user must have permission to Access to the training management space and ‘View courses’.
You can choose the scope of this permission.
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Manage training attendance
This permission allows the employees inside the specific group of permissions to update course attendance.
The user must have permission to Access to the training management space.
You can choose the scope of this permission.
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Manage training requests
This permission allows the employees inside the specific group of permissions to update, delete, approve, and reject training request.
Enable this permission for these to work:
- Approve training requests
- Reject training requests
The user must have permission to Access to the training management space and View and create training requests.
You can choose the scope of this permission.
-
View ‘Courses’
This permission allows the employees inside the specific group of permissions to view courses.
Enable this permission for these to work:
- Manage courses
- Create trainings
The user must have permission to Access to the training management space.
You can choose the scope of this permission. If "Themselves" is not selected, users won’t be able to view their courses in My training. Selecting "Managers" or "Team leaders" allows them to check their direct reports and team members’ courses in the "Courses" tab.
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View and create training requests
This permission allows the employees inside the specific group of permissions to view and create training requests for themselves or on behalf of other employees.
Enable this permission for these to work:
- Approve training requests
- Reject training requests
- Manage training requests
The user must have permission to Access to the training management space.
You can choose the scope of this permission.
-
View survey results
This permission allows the employees inside the specific group of permissions to view responses and analytics related to course surveys.
You can choose the scope of this permission.
More information about surveys here.