Reduced Support Availability: 22nd - 23rd April 2024

Just to let you know, our team is attending the OneFile all company meeting on 22nd and 23rd April 2024, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

Feature change alert - New OneFile Login May 2024

From Wednesday 1st May 2024, we're we are updating the login process for all products. . More information on this change can be found here.

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What does each user permission do?

Can access Learner Database reports
Allows 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 OTJ
Allows Centre Managers, User Managers, Assessors and Trainee Assessors to update OTJ section in learner episodes
Can manage placement details
Allow Centre Managers, User Managers, Assessors and Trainee Assessors to edit placement details
Can manage placement documents
Allow Centre Managers, User Managers, Assessors and Trainee Assessors to add and edit placement documents
Can access Learner profile
Allow 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 templates
Allow 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 policies
Allow Centre Managers, Lead IVs and IVs to create/edit/delete sampling policies
Class Form Delegate
Allow Centre Managers, Centre Monitors, User Managers, Lead IVs, IVs, Assessors and Trainee Assessors to create and sign learner template forms 
Assign enterprise access
Allow 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 data
Allows granted user to view the Congassist data within a matched learners portfolio
Can Create New Cognassist Learners
Allows Assessors, Centre Managers, Trainee Assessors and User Mana user to access to create new users in Cognassist from Eportfolio
Can assign and change employers
Allows Centre Managers, Assessors and Trainee Assessors permission to assign an existing employer to a learner.
Can invite a new Employer from Review
Allows 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 view Calendar of all Assessors
Allows 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 grades
Allows 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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