Applies To:
Pinnacle Series users with elevated permissions.
Common Causes/Issues:
A look at Access Control and Reporting Visibility: Assignors, Reporting Managers, and Group Owners.
Solution Overview:
These permissions are foundational to connecting the right people with the right platform capabilities - without overexposing users, data, or administrative controls.
Pinnacle deliberately separates actions (assignment and administration), insight (reporting and visibility), and scope (who those actions and insights apply to). This separation is critical for scalable on-boarding, delegated ownership, and strong governance.
The Permission Model at a Glance
- Assignor → Controls learning actions (assignments & external learning)
- Reporting Manager → Controls learning insight (progress, engagement, outcomes)
- Group Owner → Controls visibility scope for both
Permissions unlock capabilities. Group Ownership defines who those capabilities apply to.
Group Ownership controls visibility - not permissions.
Being listed as a Group Owner does not grant access to the Admin Portal, reporting dashboards, or assignment tools. Instead, it defines which users appear when someone already holds a permission such as Assignor or Reporting Manager.
Common Misunderstandings
- Group Owners do not automatically gain Assignor or Reporting Manager permissions
- Reporting Managers do not see all users by default
- Assignor and Reporting Manager permissions do not override group boundaries
- Permissions do not cascade through group hierarchies
Assignor Permission (Action-Oriented)
*Controls learning actions — assignments and external learning*
- Assign learning content to users within owned groups and child groups
- Manage and track assignments for those users
- Review, approve, or deny external learning submissions
Reporting Manager Permission (Insight-Oriented)
*Controls access to reporting and learning insight - not assignments*
- View learning progress, completion, and engagement metrics
- Analyze training adoption and effectiveness
- Monitor outcomes without modifying assignments or content
Reporting Managers gain visibility into performance, not control over learning actions.
Practical Example
Annie is both an Assignor and a Reporting Manager. These permissions give her access to assignment tools and reporting dashboards—but neither determines which users she can act on or see.
Because Annie is also listed as a Group Owner, her assignments and reports are limited to users in her owned group and its child groups.
Her Group Owner status does not unlock additional tools—it defines the boundary for both her actions (Assignor) and her insight (Reporting Manager).
Reporting Visibility & Governance
The Reporting Manager permission determines what reporting features are available, while Group Ownership determines which users appear in those reports.
This ensures managers have insight into the teams they are responsible for - without exposing data across departments, regions, or projects.
Golden Rule: Assignors act. Reporting Managers observe. Group Owners define the boundary.
| Role | Primary Purpose | Scope Control | Reporting Access |
|---|---|---|---|
| Assignor | Assign and manage learning | Via Group Owner status | Optional (via Reporting Manager) |
| Reporting Manager | View learning insight and outcomes | Via Group Owner status | Yes |
| Assignment Admin | Full platform control | Global | Yes |
Pro Tip
Pair Reporting Manager + Group Owner for leadership visibility, and Assignor + Group Owner for operational learning ownership.
This separation keeps insight broad enough to manage performance - while keeping actions tightly governed.
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