Creating Roles and Permissions for Users

How to add and edit roles and permissions for users in the Security Module.

PAGE & ITEMS PERMISSIONS AND APPROVALS

  • To add, or change a Users Permissions, you need to click the Security tab in the top menu bar from the Administration Area. 
  • Select Roles from the left side menu
  • A list of current Roles is shown

ADDING A ROLE

  • Scroll down to the "Add Role" section of the page, and complete the fields;
    • Role Name: The name in which the Users Role will be listed under (Eg; Staff, Associate Member, etc)
    • Role Description: Describe the role (Eg; Become an associate member of our great club!)
  • Click Save & Close

ASSIGNING PERMISSIONS TO A ROLE

  • To add or change the Permissions of a new or existing Role, click the Permissions icon 
  • The current Permissions are listed on this page.
  • To add Permissions to the User, select the Page, or the Module from the relevant drop down list, and click Add. 
    • Note: when adding page permissions to a role, the module privilege 'Plain Pages' must be added along with the ITEM CONTRIBUTOR permission.  This will allow granular page permissions to be set for the role.
  • Once the Page or Module is listed, click to tick the boxes of the Privileges for that Role.
    • Page Editor: Can edit the page content in that area of the site or the default page content associated with a module
    • Item Contributor: Can add items within a module and edit only items they have added.
    • Item Administrator: Can add, edit or delete all items within a module, e.g. an event
    • Approver: Can approve Page Content or Items for display on the Web Site   
  • To delete a Permission, un-check all the boxes for the role.
  • To give a user all Privileges, click Make Super User!

Module Permissions


For each Module

  • ITEM_ADMINISTRATOR full administrative access.
  • ITEM_APPROVER is full access to everything . Only privilege that can send App Announcements and Approve.
  • ITEM_EDITOR - can edit all Items. Can Activate and Delete. Cannot Announce.
  • ITEM_CONTRIBUTOR - can edit OWN items. Can Activate and Delete own items. Cannot Announce. For Events can see my Event Reports.



EDITING A ROLE

  • To Edit the name or description of a Role, click the Edit Icon  next to the Role you wish to edit.
  • When you have completed your changes, click Save & Close.

ADDING A USER

  • To Add a User to a Role, select the Users icon  next to the relevant Role.
  • Select the Users name from the drop down list, and click Save.

DELETING A USER

  • To Delete a User from a Role, select the Users icon  next to the relevant Role.
  • Click Delete next to the Users name, and click to confirm on the pop up.

DELETING A ROLE

  • To Delete a Role, click the Delete icon  next to the relevant role.