Organization

Roles & Permissions Every user is a learner or a teammate. Teammates have one of seven access levels: Super Admin, Manager, Test Author, Task Operator, Custom Access User, Question Curator, or External Question Author. Super Admin The Super Admin is the account that created the organization — exactly one per organization, with unrestricted access to everything, and the only role that can create teammate accounts and assign roles to them. Manager Manager is a teammate role with near-full administrative access across the organization — the main exception being that only the Super Admin can create teammate accounts and assign roles. Test Author Test Author is the primary content-authoring role — full access to create and manage questions, tests, and test papers, without task administration or candidate management. Task Operator Task Operator can create, configure, and run tasks, and manage the candidates within them, without access to question or test authoring. Custom Access User Custom Access User is a limited-access role scoped to specific operational tasks rather than a full functional area. Question Curator Question Curator can view the question library and review, approve, revise, or reject submitted questions, without authoring questions directly or changing bank settings. External Question Author External Question Author has no access to the main Question Bank — they work exclusively in the Submissions view, creating and submitting questions for review. Creating & Importing Users How to add users to your organization one at a time or via bulk CSV/JSON import, and how to organize them using folders, groups, labels, and favorites. Single Sign-On (SSO) Single Sign-On uses SAML 2.0 — configure domain rules, an enforcement mode, and your IdP settings, and users are provisioned automatically on their first login.

Snippets Consent Configure the organization-wide consent screen candidates must accept before starting any assessment — what it contains, how acceptance is recorded, and when to use it. Documents How organization-level document templates work — defining them once and attaching them to assessments so personalized copies are generated automatically per candidate.

Credits

API & Webhooks Where API access and integrations actually live — the full REST API and Zapier documentation now has its own Integrations category. Monetization Setup How to connect your Stripe account and enable monetization so candidates are prompted to pay before accessing an assessment, with payments deposited directly to your account.