What access roles are available within Quest CE's Renaissance LMS?
User: The "User" role is for individuals who are enrolled in program services offered by a company. Users can access and complete training courses, questionnaires, disclosures, and other items that have been specifically assigned to their respective user profile. Users can also view completion certificates for training previously completed within their profile.
- The services and features available to a User depend on the specific program or offerings from the company account they are enrolled in. Users will only be able to access and use the particular items, courses, or services that have been assigned or made available within their User account.
- Other common terms for "User" may include "Learner," "Student," or "Enrolled Representative." Essentially, this role refers to an individual who is participating in and accessing the content and requirements of a company's program they are enrolled in.
- The general login page for Users is located at https://learn.questce.com.
Please Note: Client firms may have a custom branded portal URL or Single Sign-On (SSO) set up specifically for their Users to access their user profiles. Users should always refer to the program directions or launch email provided by their company's admin or compliance team for the correct URL or instructions to ensure they are accessing their user account through the proper channels that have been configured.
Administrator (“Client Admin”) : This is top-tier access for program administrators to set up, view, manage and access all reporting features and data for a firm’s program within Quest CE’s Renaissance LMS, program.
- General login for Client Admins is accessible at: https://learn.questce.com/clientadmin
- Client Admins may create and add additional Client Admin accounts within their program portal through: Client Admin login > Account (top icon bar) > Administrator (left side menu) >
Add Admin - Client Admins have access to a wide range of features to comprehensively manage and administer their company's program within the platform. Some of the key features include:
- User Management: Create, update, and terminate user profiles as needed throughout the program year.
- Training Assignment: Assign relevant training courses to users based on their roles or requirements.
- Email Communication: Use the Email Blast Tool to send / schedule program emails, reminders, and notifications to users.
- Reporting and Monitoring: Run reports to track program progress, monitor user activity, and export data as needed.
- Questionnaire Management: Review user responses, attachments, comments, and track completion of questionnaire requirements.
- Disclosure Review: Access The Queue to review, approve, reject, request more information, or recertify user disclosures.
- Branch Audit Management (if applicable): Utilize the Branch Audit Tool to manage auditing processes for your branches or locations.
Please Note: This list does not cover all available features. Features & access will vary based on services purchased per program.
Supervisor: This role provides limited access for supervisors at a firm who need to manage assignments, review progress, view disclosures, and access reporting specifically for the group of users they oversee. Supervisors can only see data pertaining to the users assigned to them. The associations between users and their respective supervisors are managed by Client Administrators.
- General login for Supervisors is also accessible at: https://learn.questce.com/clientadmin
- After entering a username, individuals will be able to select their supervisor account if one is associated with that username.
Admin Assistant: This role allows limited access for individuals who assist in managing disclosure services. The Admin Assistant role is designed for cases where a firm needs someone to submit disclosures on behalf of specific users. Admin Assistants do not have any other reporting or editing capabilities beyond submitting disclosures for assigned users.
Content Manager: This role allows limited access for individuals tasked with building training using Quest CE's Course Builder tool and/or ACM Builder tool(s). Requests for Quest CE to provide training or support to Content Managers on using these self-service tools will be billed at the standard hourly rate for custom administrative requests.
Approver: This role allows limited access for individuals tasked with reviewing and taking action on users’ disclosures submitted to the Queue as part of an approval hierarchy or business rule.
Consultant Portal Access: This is an additional program feature that allows companies easy access to switch between linked child program accounts through a consultant client's admin portal. Custom branding of the consultant portal also applies to all linked child accounts. To utilize this feature, companies must purchase Consultant Portal Access in addition to their existing annual service access.
Super-Client Portal Access: This is another level of program access that must be purchased additionally by a company for access to be granted. This is utilized in cases of a consultant or parent program relationship where a client firm needs to be able to oversee and manage multiple child firm programs with the ability to manage users, assignments (training and questionnaires) and reporting for linked child accounts from one Super Client Admin perspective.
Super-User: This access role is for Quest CE Employees only.
Content Manager: This role allows limited access for individuals tasked with building training using Quest CE's Course Builder tool and/or ACM Builder tool(s). Requests for Quest CE to provide training or support to Content Managers on using these self-service tools will be billed at the standard hourly rate for custom administrative requests.
Approver: This role allows limited access for individuals tasked with reviewing and taking action on users’ disclosures submitted to the Queue as part of an approval hierarchy or business rule.
Consultant Portal Access: This is an additional program feature that allows companies easy access to switch between linked child program accounts through a consultant client's admin portal. Custom branding of the consultant portal also applies to all linked child accounts. To utilize this feature, companies must purchase Consultant Portal Access in addition to their existing annual service access.
Super-Client Portal Access: This is another level of program access that must be purchased additionally by a company for access to be granted. This is utilized in cases of a consultant or parent program relationship where a client firm needs to be able to oversee and manage multiple child firm programs with the ability to manage users, assignments (training and questionnaires) and reporting for linked child accounts from one Super Client Admin perspective.
Super-User: This access role is for Quest CE Employees only.