Cademy provides flexible tools for managing team members, defining access levels, and assigning responsibilities for courses and dates.
This guide explains the roles, permissions, and management options for System Admins, Course Owners, and Facilitators.
User Roles and Permissions
Cademy supports three main roles with specific access levels and responsibilities:
Role | Access Level | Responsibilities |
System Admin | Full system access | Manage platform settings, users, courses, and billing. |
Course Owner | Full access to assigned items | Manage bookings, student data, and course settings. |
Facilitator | Limited access to assignments | Update attendance and booking details for specific courses. |
💡 Feature Highlight: Facilitators can now be assigned directly to individual course dates. This granular control ensures they only access the specific events they are responsible for.
User permission matrix
Role-Based Access Rules
Understanding role-based rules is critical for efficient user management:
Course-Level Assignments
Assigning a Course Owner or Facilitator at the course level grants them access to all dates and content within that course.
These users can view and manage everything tied to the course, according to their assigned permissions.
Date-Level Assignments
Assigning a Facilitator or Course Owner at the date level restricts access to that specific date.
They can update attendance, learner participation, and booking information for that session only.
Note: Course-level permissions override date-level restrictions if both are assigned.
💡 Feature Highlight: Add or update Facilitators directly when creating or editing course dates for quick adjustments to teaching assignments.
Inviting Users and Assigning Roles
Inviting a New User
Navigate to Admin Dashboard > Settings > User Management.
Click Invite User.
Enter the following details:
Name: Full name of the user.
Email: User’s email address.
Role: Select System Admin, Course Owner, or Facilitator.
Click Invite.
The user will receive an email inviting them to create an account. Once created, they will appear in the user list.
Removing a User
Locate the user in User Management.
Click the gear icon next to their name.
Select Remove User to revoke their access.
Editing User Roles
Go to User Management.
Click the gear icon next to the user’s name.
Select Edit User.
Adjust the user’s role as required, then Save changes.
Subscription-Based User Limits
The number of users depends on your subscription plan:
Plan | Maximum Users | Notes |
Free Plan | 1 user | Best for solo use. |
Pro Plan | Up to 3 users | Shared across all roles (e.g., 1 Admin + 2 Facilitators). |
Teams Plan | Up to 20 users | Shared across all roles and groups. |
Managing Groups for Bulk Assignments
Creating and Assigning Groups
Navigate to Admin Dashboard > User Management.
Click Create Group and name it.
Add members (System Admins, Course Owners, or Facilitators).
Assign the group to courses or dates:
Go to Courses > Edit Course > Settings > Course Owners.
Search for and assign the group.
Removing a Group
Navigate to Courses > Edit Course > Settings.
Under Course Owners, locate the group.
Click Remove to revoke group access.
Notifications and Ownership
Notification Triggers
Emails are sent for the following updates:
Date Changes: Updates stakeholders about schedule modifications.
Delivery Method Updates: Notifies users about transitions between online and in-person modes.
Location Changes: Alerts users of venue adjustments.
Online URL Adjustments: Sends new meeting links.
Booking Confirmations: Sent for new bookings.
Notification Rules
For Course Owners:
Course-Level Assignments: Course Owners assigned at the course level will only receive booking confirmation emails. They will not receive notifications for date-specific changes (e.g., schedule updates or location changes).
Date-Level Assignments: Course Owners explicitly assigned to specific dates will receive both booking confirmation emails and notifications for date-specific changes.
For Users Assigned at the Date Level (e.g., Facilitators or Date-Specific Owners):
These users receive both booking confirmation emails and notifications about any date changes (e.g., schedule updates, location adjustments).
For Group Members:
Notifications are sent to all members of a group for assignments and updates related to that group.
Fallback Notifications:
If no owner or facilitator is assigned to a date, fallback notifications are sent to all existing users (e.g., System Admins or Course Owners at the course level).
💡 Important Note: Always assign users at the date level to ensure they receive notifications for date-specific updates.
For details on who receives notifications and how to configure Admin Email Recipients and Facilitators, see
Facilitators / Course Owners and Admin Email Recipients
Frequently Asked Questions (FAQs)
User Limits & Roles
How many users can my organisation have?
The total number of users depends on the subscription plan. Each plan includes all roles combined (System Admins, Course Owners, and Facilitators).
What does “Up to 3 users” on the Pro Plan mean?
It means the account can have a total of three users across all roles.
For example:
1 Admin + 2 Facilitators = ✅ Allowed
1 Admin + 3 Facilitators = ❌ Exceeds the limit
Can I mix different user roles and stay within my plan limit?
Yes. As long as the total number of users does not exceed the plan limit, you can combine different roles freely.
Can users be reassigned to different courses or dates?
Yes. The same user can be assigned to multiple courses or specific dates without affecting user limits.
Can I temporarily assign a user and remove them later?
Yes. Users can be added or removed at any time through Settings → User Management.
What is the difference between course-level and date-level assignments?
Course-level: The user has access to all dates and materials within that course.
Date-level: The user only has access to the specific date they are assigned to.
If a user is assigned at both levels, course-level permissions take priority.
Where can I learn about notifications and email behavior?
Notification delivery, including booking, admin, and date-specific notifications, is covered in Course Facilitators and Admin Email Notifications.