This feature allows you to set up and manage default and custom roles and permissions for different user groups on your deployment. Each deployment has a default “Admin” and "Member" role, which cannot be deleted, but can be edited. The default “Admin” role allows for full control over ALL functionality on your deployment, while the default "Member" role only grants access to edit their own posts.
The setup in this guide is demonstrated in the below video as well. You can watch and follow the guide at the same time!
To access the roles management page,
On the left hand menu bar, click on Settings
Then, click on Roles
You’ll be redirected to a page with a list of all existing roles - default & custom roles (created by admins if any exist).
To add a custom user role,
Click on the yellow Add icon
Add the following details
Name: Provide a name for this new custom role
Description: Provide a brief description of what/who this custom role has been created for
Set your permissions. Below is a brief breakdown of what permissions get granted to users on selecting the options provided.
Manage Users: Allows for;
Viewing Users
Adding, Editing, Deleting Users
and Changing roles for Users
Manage Posts: Allows for;
Viewing posts
Editing and Deleting Posts
Publishing posts (Setting specific audiences to view )
Adding posts to collections
Creating new collections
Manage Settings: Allows for managing;
General Settings
Map Settings
Data Sources
Surveys
Categories
Bulk Data import and Export: Allows for upload of data via CSV files and exporting files.
Edit their own posts: Allows for editing of posts submitted by user
Manage collections and saved searches: Allows for
Addition posts to all saved searches/collections on
Removing posts from all saved searches/collections
Editing all saved searches/collections
Deleting all saved searches/collections
Click on Save.
See the illustration below
To edit a role
Click on a role from the list provided to you.
Click on Save to update the role.
To delete a role
Click on a role from the Roles management list page
Then, click on the Delete This Role button at the bottom of the page
A pop up box will appear on the top of the page, prompting you to confirm whether you would like to delete the custom role. If
You would like to proceed with deletion, click on Delete
You would not like to proceed with deletion, click on Cancel
On redirection to the edit page, make your desired changes to the role (i.e fill out details as directed in the section)
