Learner/User group manager role

Yes, Our organization is highly decentralized so it is imperative that
authors of courses can only manipulate their own content.

This really should be core.

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Can someone from Ethos chime in on this customization and if its available on Software as Service option.

Thank you!

Or if it will be included in core in next upgrade?

Jeanne G. Cole, EdD
Assistant Dean, CME
Sidney Kimmel Medical College at
Thomas Jefferson University

Twitter: @JeffCME
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I should mention no one can publish but site admins in our system. Our
Coordinator role can create content, review reports, enroll learners, etc.

They email their contact in my office who gives it a good look over and
then publishes.


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Hi @MAcle,

We do not customize our software-as-a-service product.

But I think there is a little confusion about what’s being discussed here. I see:

  1. The ability for one non-admin user to manage the account of other users for the purpose of printing transcripts, updating profile, etc. We are aware of this feature request and it is under review, so please vote for it here if you are interested. It’s not currently been implemented as a customization or as a core feature.

  2. The ability for an admin to log in as another user (Masquerade). This is a core feature and I think(?) this may be what Linda is referring to when she says she has this feature.

  3. But I think Linda may be referring to the post proposing that course admins should only be allowed to edit their own courses. To discuss that issue, please use the other thread to discuss to avoid confusion, thanks!

A post was merged into an existing topic: New Role Proposal: Course Admin that only has access to their own courses

Thank you Ezra. I was trying to rely from my phone and clicked on the wrong thread.

But for practice managers, department education coordinators, external partners, etc. Having that ability to manage learners assigned to them would be wonderful.

However, serious consideration would be needed for certain functions like resetting passwords and merging accounts which I think should be centralized functions of Site Admins.

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Yes, we are very interested and have many departments asking for a role like this. We are fairly decentralized, and department coordinators would appreciate the role suggested by @ldcaples. Departments regularly ask about proxy enrolling learners for paid courses and being able to add external credits.


We have been in conversation with DLC about delegate functionality. With delegate this allows the learner to decide and manage who has access to their account vs. someone within the CME office managing those changes for them.

Below are some requirements that we have been discussing and sounds a lot like what you are asking for.

We would be very interested in this as well.


We would love for the User Admin to have this functionality

This would be fabulous for us too!

Our practice managers and select joint providers would find this very valuable. It would also take a lot of burden off the limited staff resources within my office. For example, our state requires 2 hours of Opioid CME. My Administrative Assistant in my office spent at least 20 hours over the course of a few weeks running customized completion reports for specific clinical departments, centers and clinics. If we had a User Admin role, those areas could have easily accessed that information in real time.

We will be seriously considering the features requested here, but you may be able to automate these reports using EthosCE Analytics.

I get that and I do have the webinar on my calendar. However the group dashboard for example, our groups do not coincide with our practices. The groups are much more general. So one doctor could be in multiple groups, but only one practice manager would be assigned that particular physician.

So for example, our test physician Dr. Angie O’Plasty is the the Cardiology group, the Medicine group and Emergency Medicine group. But since since is housed in out Division of Cardiology, that Cardiology practice manager would be her User Admin. Also not all users would have a User Admin though any user in a Group would be part of the Group Admin report. Does that make sense?

Yes that makes sense (I think!)

If there is a “practice,” “department,” or “clinic,” field on the user profile, for example, you would be able to filter the reports by those fields. If that’s possible then you could the schedule a report to be emailed to each department manager weekly.

We don’t have that field as it would not apply to all our users and could cause some confusion during registration. For example, If we had a department field, I would only want the MCW Department of Medicine physicians not everyone in our system that happens to work in a Department of Medicine.

Is there an opportunity to have a “back end” the the user profile like there is a back end to the courses?

Yes, it is possible to add fields that are only available for viewing/editing by admins.