Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Upcoming System Update: Eportfolio

On Wednesday 22nd October 2025, we’ll be rolling out a series of enhancements to Eportfolio.

Full details of the changes can be found in the Release Notes

Downtime: Please ensure your work is saved and you are logged out between 7am and 7:30am.

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What does each user permission do?

Can access Learner Database reportsAllows Centre Managers, Centre Monitors, User Managers, Lead IVs, IVs, Assessor, Trainee Assessors, Employers and Observers access Learner Database Reports
Can edit MIS values

Allows Centre Managers, User Managers, Assessors and Trainee Assessors to edit MIS values on user accounts

Can set/update contracted hours and target OTJAllows Centre Managers, User Managers, Assessors and Trainee Assessors to update OTJ section in learner episodes
Can manage placement detailsAllow Centre Managers, User Managers, Assessors and Trainee Assessors to edit placement details
Can manage placement documentsAllow Centre Managers, User Managers, Assessors and Trainee Assessors to add and edit placement documents
Can access Learner profileAllow Centre Managers, Centre Monitors, User Managers, Lead IVs, IVs, Assessors, Trainee Assessors, Employers and Observers to access learner profiles
Can set progress weightings for framework templatesAllow Centre Managers and User Managers to set progress weightings on learning aims in a framework template
Can set progress weightings for learners

Allow Centre Managers, User Managers. IVs, Assessors and Trainee Assessors to set progress weightings on learning aims

Manage resources 

Allow Centre Managers, Centre Monitors, User Managers, Lead IVs, IVs, Assessors, Trainee Assessors, Employers and Observers to edit and delete centre resources

Can assign sampling policies

Allow Centre Managers, Lead IVs and IVs to assign sampling policies to assessors 

Can manage sampling policiesAllow Centre Managers, Lead IVs and IVs to create/edit/delete sampling policies
Class Form DelegateAllow Centre Managers, Centre Monitors, User Managers, Lead IVs, IVs, Assessors and Trainee Assessors to create and sign learner template forms 
Assign enterprise accessAllow Centre Managers, Lead IVs and IVs to grant a Centre Monitor enterprise access
Assign permissions to other users

Allow Centre Managers, User Managers and Lead IVs to assign permissions to other users

VLE Tutor

Allow Centre Managers, Assessors and Trainee Assessors to access courses

Enterprise UserAllows Centre Monitors access to multiple centres
Can resubmit assessments signed by the IV Allows IVs to resubmit an assessment after and IVs has signed it
Can view calander of linked Assessors Allows IVs to view linked Assessor's calanders
Can manage registersAllows Assessors and Trainee Assessors to create, complete and delete registers
Can delete users Allows Assessor, Trainee Assessor, Centre Manager and User Manager to control which users can delete learner accounts from the Account page within Eportfolio. By default, these roles will have this permission granted, but this can be denied if required.
Can view learner Cognassist Assessment dataAllows granted user to view the Congassist data within a matched learners portfolio
Can Create New Cognassist LearnersAllows Assessors, Centre Managers, Trainee Assessors and User Mana user to access to create new users in Cognassist from Eportfolio
Can assign and change employersAllows Centre Managers, Assessors and Trainee Assessors permission to assign an existing employer to a learner.
Can invite a new Employer from ReviewAllows Centre Managers , Assessors and Trainee Assessors permission to invite a new employer to a learner’s review. The user must also have the permission “Can assign and change employers “.
Can manage learner's delivery plansAllows Centre Managers, User Managers, Assessors and Trainee Assessors to create Delivery Plan Templates.
Can delete modules and components from a delivery planAllows Centre Managers, User Managers, Assessors and Trainee Assessors to delete Delivery Plan components on a learners portfolio
Can unlock a locked delivery planAllows Centre Managers, User Managers, Assessors and Trainee Assessors to unlock Delivery Plan components on a learners portfolio to make changes

Can update learner's episode from a delivery planAllows Centre Managers, User Managers, Assessors and Trainee Assessors to  update OTJ values on the Episode page when locking a Delivery Plan to a learner portfolio

Can upload evidenceAllows learners to upload assessment evidence. This permission will be automatically set to Grant. If a learner is denied this permission, they will no longer be able to upload assessment evidence to their portfolio. This restriction will apply to the following areas:
The learner will no longer be able to attach files to holistic assessments.
The learner will be unable to attach files to criteria in per-criteria assessments.
The option to import Word documents into the assessment evidence textbox will be removed for the learner.
The learner will lose the ability to upload files via the ‘Assessment Evidence’ portfolio page.
Can Edit Planned End DateAllows Centre Managers, Assessors, Trainee Assessors and User managers to edit the Planned End Date on the learners Episode page when this permission is granted.
Can view all classes when assigning learners to a registerAllows Assessors and Trainee Assessors to view and select Classes in Registers that do not include any learners they are assigned to.
Can edit timesheets entered by others if the time recorded is for the learnerAllows learners to edit timesheet entries submitted by other users, provided the recorded time is set as spent by the learner.
Can view Calendar of all AssessorsAllows Centre Managers, User Managers, Lead IVs and IVs to view the Assessor Calendars
Design and assign forms Allows Centre Managers to design forms and assign to learners
Can create and manage gradesAllows Centre Managers to create grades and grade ranges and assign grade ranges to methods
Can Download Learner Portfolio

Allows Centre Managers, Centre Monitors, User Managers, Lead IVs, IVs, Assessor, Trainee Assessors and Employers access to download a learner’s portfolio


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