Difference between revisions of "Role Permissions"

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''Role Permissions'' are defined when [[User Role|editing a role]]. For example, a sales role may be able to change a "suspect" role to a "prospect" role, but not to a "customer" or "employee" role.
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''Role Permissions'' are defined when [[User Role|editing a role]].  
  
[[Image:UserRoles.png|link=|500px]]
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:[[Image:AbleToSetSetting.png|link=|600px]]
  
In the example above, the Manager role (the role being edited) will only be able to grant the roles that have been checked off under ''Role Permissions'' to a [[contact]] in the system. Note that the Manager is not able to grant others the Manager role.
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===Able To Set===
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Controls the roles that a user can add or remove when configuring other users. When you view someone's profile in a business card section you will be to see only roles you are '''Able To Set'''. For example if you are looking at user who has roles ''Applicant'' and ''Researcher'' but you can set only ''Researcher'' you will see only ''Role: Researcher'' on their business card. Typically, System Administrators are given rights to set all roles.  
  
Typically, System Administrators are given rights to set all roles.  
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[[Image:BusinessCardRoles.png|link=|500px]]
  
==Roles View Restrictions==
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===Able To Activate===
When you view someone's profile in a business card section you will be to see only roles you are '''Able To Set'''.
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Controls the roles that a user must have before the current user can activate their user account.  
For example if you are looking at user who has roles ''Applicant'' and ''Researcher'' but you can set only ''Researcher'' you will see only ''Role: Researcher'' on their business card.
 
  
[[Image:BusinessCardRoles.png|link=|500px]]
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===Able To Set Password===
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Controls the roles that a user must have before the current user can manually set their password. For example if you are looking at user who has roles ''Applicant'', but you can set password only  for ''Researcher'' you will not see the Set Password button against that users profile.
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===Able To Edit Email Address===
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Controls the roles that a user must have before the current user can edit their email address. For example if you are looking at user who has roles ''Applicant'', but you can set password only  for ''Researcher'' you will see a read-only version of the Email standard field when access that users profile.
  
  

Latest revision as of 14:21, 6 June 2016

Role Permissions are defined when editing a role.

AbleToSetSetting.png

Able To Set

Controls the roles that a user can add or remove when configuring other users. When you view someone's profile in a business card section you will be to see only roles you are Able To Set. For example if you are looking at user who has roles Applicant and Researcher but you can set only Researcher you will see only Role: Researcher on their business card. Typically, System Administrators are given rights to set all roles.

BusinessCardRoles.png

Able To Activate

Controls the roles that a user must have before the current user can activate their user account.

Able To Set Password

Controls the roles that a user must have before the current user can manually set their password. For example if you are looking at user who has roles Applicant, but you can set password only for Researcher you will not see the Set Password button against that users profile.

Able To Edit Email Address

Controls the roles that a user must have before the current user can edit their email address. For example if you are looking at user who has roles Applicant, but you can set password only for Researcher you will see a read-only version of the Email standard field when access that users profile.



See Also