Roles

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Roles allow eCrowds power users and/or administrators to customize the access rights and permissions of site users. Administrators can create as many role types as needed to accommodate the variety of users utilizing the system.

For more insight into roles, and how they combine with security policies to establish site access rights/permissions, visit our Permissions Best Practices page.

Creating a new Role:

  1. Click on "Components" in the left navigation
  2. Under "Modules," select "Roles"
  3. Once in the Roles interface, click "Create new role"
  4. Fill in the role name, description, and applicable role tags.
  5. Make all relevant additions to the Role's access rights in the advanced options under the "Content," "Community," etc. tabs.
  6. Click "Create role" to submit.

Editing an existing Role:

  1. Click on "Administration" in the left navigation Under "System," select "Roles"
  2. Once in the Roles interface, navigate to the role you would like to edit, and click "Edit" under "Actions" on the far right.
  3. Once in the edit window, make any changes necessary, including changes to the role name, description, and tags.
  4. Click "Save role."

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