Understanding Portal Roles

There are six user roles in the Mursion portal. This article gives a high-level overview of their abilities and responsibilities.

Account Owner

  • Visibility into all client data, including project and user details and activity data

  • Ability to create, edit, and archive additional client users

  • Ability to view, create, edit, and delete teams, and assign them to scenarios

  • Ability to schedule, view, and cancel simulations

Professional Services

  • Highest level of permission needed to set up your portal

  • Ability to create clients, projects, scenarios, and teams, and add other provider users

Project Manager

  • Assigned at the project level, with visibility to data at the project-level

  • Ability to create scenarios and teams, add client users, assign teams to scenarios

  • Ability to schedule or cancel simulations for the projects to which they are assigned

Simulation Specialist 

  • Manages the core application and puppets the avatar(s) during the live simulation

  • Ability to add availability, prep and break time, and request and accept swaps

Facilitator

  • Assigned at the team-level, with visibility into data at the team-level

  • Ability to create, edit, and archive additional client users and teams

  • Ability to schedule or cancel simulations for the team to which they are assigned

Note: Facilitators should be assigned as both Facilitator and Learner to any team they will manage

Learner

  • Participant in a live simulation

  • Ability to schedule or cancel their own 1:1 simulations, or select group simulations to join or leave, based on the scenarios available to their team