Roles and capabilities

Access levels

Every account has one access level. You choose it when you invite someone, and you can change it later from the Users page.

• Evolver: the learning experience, including quests, challenges, BYTE, community, and rewards.
• Manager: everything an Evolver has, plus a dashboard for the people who report to them.
• Executive: organization-wide reporting. An Executive does not take part as an Evolver or manage a team unless you turn those on.
• Admin, called Client Admin in these docs: everything in this Client Admin guide, plus the Executive reporting view. An Admin does not take part as an Evolver or manage a team unless you turn those on.

Capabilities you can add

Capabilities are switches on a person in the user drawer. They stack on the access level and never change it.

• Evolver Participation: for Executive and Admin accounts. The person takes the AI readiness assessment and gets the same quest path, streaks, and XP every Evolver gets. It sits under Participation in the user drawer. An Executive or Admin can also choose it for themselves on the first-login screen, and can use Join as an Evolver in their Profile later.
• Manager Capability: for Executive and Admin accounts. The person sees team completion rates, at-risk flags, and coaching prompts on the Manager dashboard. It also sits under Participation. An Executive or Admin can also choose it for themselves on the first-login screen.
• Creator: for any access level, including Admin. The person can author quests, challenges, trainings, and resource drafts for Admin review in the Creator area. It sits under Capabilities.
• Platform Superuser: a separate grant that Stride's own team gives to specific accounts. It is not an access level you can assign. Ask your Stride contact if your organization needs one.

Who can change what

• An Admin can change another person's access between Evolver, Manager, Executive, and Admin, and can turn Creator on or off for anyone in their own organization, including other Admins.
• An Admin can also make someone an Admin, or change an existing Admin's access, for people in their own organization. An organization always keeps at least one active Admin, so the last one cannot be moved to another access level.
• Only a Platform Superuser can change a Platform Superuser's access or invite someone as Admin. The Admin option is not offered in Send Invite Link, and a CSV import row that asks for it is rejected.
• An Admin can change Evolver Participation and Manager Capability for Executive accounts. For an Admin account, a Platform Superuser can change them, and an Admin can turn either one on for their own account in the user drawer, for example to be both an Admin and a Manager. An Admin manages all of their own participation from My participation on their profile Settings tab: join or leave the Evolver experience, turn Manager on or off, and show or hide the Executive view. Manager cannot be turned off while that Admin is a team's primary manager or has direct reports. Changing another Admin's participation needs a Platform Superuser. Executives and Admins can also make these choices for themselves on their first-login screen.
• You cannot deactivate or erase your own account. Deactivating or erasing an Admin also needs a Platform Superuser. Exporting a person's data is open to any Admin for people in their own organization.
• Changes to access, participation, Creator, manager, team, organization unit, and region are available only for accounts with an accepted invitation and an active account status.

Turn on Creator for a person

• To turn Creator off, switch it off and choose Save Creator.

1. Open Users and select the person to open their drawer.
2. Under Capabilities, switch on Creator.
3. Choose Save Creator and wait for the message that the Creator capability was granted.
4. Ask the person to refresh. They can now switch to the Creator view, and their access level stays the same.

Role groups

Role groups are the job families people choose on the onboarding survey's role question. They drive how challenges are grouped and how quests are assigned. Open Roles in the Admin sidebar and use the Role groups tab.

• System roles are built in. Their names come from the survey and are read-only. Choose Manage visibility, then Hide from survey, so new respondents cannot pick a role, or Show in survey to bring it back. People who already have the role keep it.
• Keep at least one role visible. Launch needs it.
• Custom roles cover jobs the survey does not. Choose Add New Role and enter a Name, a Discipline (Technical, Functional, or Hybrid), and a Role bucket. The 11 buckets are Software Engineering, QA, AI / ML / Data, Business Analyst, Product & Project, Sales & Business Development, Marketing, Leadership, Finance / Ops / HR, Cybersecurity, and Other. Discipline and role bucket are required and are set when you create the role.
• When you create a custom role you can add up to 10 sub-roles, which become the specific-role choices the survey offers for it. You can add, rename, or delete sub-roles later.
• Open a custom role with Manage or remove to rename it, change its members, or delete it. Deleting a custom role makes its members unassigned and clears their role-based personalization until you reassign them or they retake the assessment. Deleting cannot be undone.
• To add people to a role, search by name or email under Add members. Choose Remove to take someone out, which also clears their role-based personalization.
• Industry-Specific Role is a built-in survey option with its own Manage visibility control. Respondents see it only after they choose an industry that has its own role groups. It is not a role group, so it has no members.

Write-in queue

When someone answers the survey's role question with Other, or with an industry-specific role, their typed answer appears in the Write-in queue on the Roles page. A number on the tab shows how many are waiting.

• An entry for an account that is no longer an active Evolver can be dismissed but not assigned.

1. Open Roles and choose Write-in queue.
2. Read what the person wrote in.
3. Pick a role group from Choose role, then choose Assign. Choose Dismiss to clear an entry without assigning it.

Approvals and requests

Three places on Users hold decisions that wait for you. Nothing changes for anyone until you decide.

• Pending approvals: a card at the top of Users lists people with a role change waiting. Open the person and choose Approve or Reject.
• Manager access: Evolvers who said on the survey that they manage people land here. Choose Approve to give them the manager dashboard, or Deny to keep them as regular Evolvers. An Already has access badge shows when the person already has manager access.
• Team join requests: Managers can ask to add a specific direct report. Choose Admit to create the account and send an invitation already linked to that manager, or Deny. Team transfer requests, which move someone already at Stride onto another manager's team, appear here too. Choose Approve to move them.
• Denying a team join or team transfer request needs a reason, and the requesting manager sees it.

Assign a Manager Assessment

A Manager Assessment is a short questionnaire an Admin assigns to a manager. The manager sees it on their Manager Assessment page. Only the manager can view their saved answers.

• A person can have one pending assessment at a time.

1. Open Users and select a person who has manager access or Manager Capability.
2. In the Manager Assessment card, optionally choose a Due date, then choose Assign assessment.
3. Track the status in the same card: Pending, Overdue, Completed, or Cancelled. A person who completed an assessment before assignments existed shows Previous completion.
4. To withdraw a pending assessment, choose Cancel assignment.