Extensions to the user rights for Providers /Employers
We have made changes to allow the Provider Primary User to be able to assign other roles to other provider users, or employers and to restrict them to read only access.
More info to follow when release notes available
We have introduced a number of new permissions as part of this functionality. See the details below.
General tweaks to provider/employer screens
We have also tweaked these screens to improve the user experience. The tweaks include:
Added a confirmation box when navigating away or refreshing if you have unsaved changes
Added loading icons to the delete and primary user buttons within the user list
Sub user creation/editing improvements
To accommodate the changes and additions we’re making to sub-users the create, edit and view functions for providers and employers will now be controlled via a new screen, rather than in a small popup. This provides more space for these new features and also improves user flow and performance. On this new screen, we have also added an indicator under the page title, so you know the user’s current status and the provider or employer name and so you can always see the organisation’s name you’re managing the sub-users for.
Standards and specialisms against providers and employers
We have added the ability to assign standards and specialisms against provider and employer sub-users. The primary user can adjust these for other sub-users, however, an AO user will need to adjust them for a primary user. Sub users are unable to adjust their own standards and specialisms.
If no standards or specialisms are defined against a user, then it will default to using what is defined against the provider.
We recommend only adding standards or specialisms to sub-users that require a subset of the apprentices, otherwise, it will a require regular admin to keep the sub-users in sync with the provider entity.
The standards or specialisms selected for a sub-user will change the visibility of apprentices within EPAPro and reporting. It will also adjust the notifications they receive, so that they will not get notifications for apprentices that are on standards they have not been assigned.
Two new permissions have been added to support this:-
Assign Standards and Specialisms under Employer Sub Users
Assign Standards and Specialisms under Provider Sub Users.
These two permissions will allow the user to manage the standards and specialisms assigned, providing they also have update permission. Users will not be able to edit their own.
Apprentice assignments to provider and employer sub-users
We have added the ability to assign apprentices to provider and employer sub-users. Once an apprentice has been assigned to them, their visibility within EPAPro and reporting will be restricted to just that apprentice. They will also only receive notifications for that apprentice.
If no apprentices have been assigned to a sub-user, they will continue to see all apprentices, as they do now.
Two new permissions have been added to support this;
Assign Apprentices under Employer Sub Users
Assign Apprentices under provider Sub Users.
These two options will allow the user to manage the apprentices assigned, providing they also have update permission. Users will not be able to edit their own.
Both of these permissions have been given to the owner and awardingorganisation roles by default.
Roles that can be assigned by provider/employer users
We have extended the roles functionality by introducing two new flags “Assignable by Provider” and “Assignable by Employer”. These can be toggled on for both custom and system roles.
We have also added two new permissions to accommodate this;
Change Role under the "Provider Sub Users" section
Change Role under the "Employer Sub Users" section.
Both of these permissions have been given to the owner and awardingorganisation roles by default.
Users with this role will be able to edit the roles/permissions for the relevant sub-users. If these permissions are given to a provider or employer sub user then the following will happen:
We do not recommend giving the employer change role permission to providers, as this is intended for allowing the organisation to manage their own users based on a subset of roles the EPAO makes available to them. It will be better to give the permission to a designated employer sub-user instead.
If providers are given “Change Role” for provider sub-users then they will able to change the role against their organisation’s users. They will only see roles that have been flagged as “Assignable by Provider”. If the provider is given “Change Role” for employers then they see a similar functionality with employers except they will only see roles that are flagged as “Assignable by Employer”, this is to prevent the provider from assigning provider-level roles to an employer user.
Employers will work in a similar way.
If the user has been given or is assigned a role that is not on the list, it will show however be greyed out and disabled. This means the provider can change the role, but will be unable to revert it back.
Technical expert toggle for provider and employer sub-users
This is currently just the ability to toggle this against the user and is currently not shown anywhere, we do plan on having it show as a badge when adding attendees on the new assessment plan screen.
We have added a new toggle for provider and employer users to flag them as being a “Technical Expert”. This new toggle is available on a new “Sub-user details” tab when creating or editing a provider/employer sub-user.
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