Roles Overview
The Roles feature allows portal Admin to direct content to specific groups of users and allows for more granular permissions on the platform.
In this article:
Add a Role
Users Options > Admin Center > Users & Roles > Roles
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Users & Roles in the left-hand menu.
4. Click the Roles tab.
5. Select + Add Role in the right-hand corner.
6. Enter Role information: Name, Description, Membership filter information, and Permissions information.
When the "Is internal" option is enabled, the Role will not be shown in the audience selection on the front end of the portal (i.e. selecting an audience for sending announcements).
7. Select Add in the lower right-hand corner.
Roles can also be managed in Admin Plus.
User Options > Admin Plus > Users > Roles
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Users.
4. Select Roles.
5. Click on Add Role + in the upper right-hand corner.
6. Type in the name of the new role in the Name field.
7. Select from Available permissions.
8. Click the right-facing arrow to move selections to Chosen permissions.
9. Add an optional Membership Filter.
Once a Membership Filter is created, all users matching that filter will be assigned to the Role.
10. Add an optional Description.
11. Check the Is Internal tickbox to hide the Role from the front end of the platform.
12. Select a number in the field next to Order.
Roles are organized in descending order. The Role with the largest number in the order field will appear as the first Role in the list.
13. Click Save in the lower right-hand corner.
Edit a Role
User Options > Admin Center > Users & Roles > Roles
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Users & Roles in the left-hand menu.
4. Click the Roles tab.
5. Select the Edit role icon to the right of the Role to edit.
6. Edit the Role, as necessary.
7. Select Save in the lower right-hand corner.
Roles can also be managed in Admin Plus.
User Options > Admin Plus > Users > Roles
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Users.
4. Select Roles.
5. Edit the Role, as necessary.
6. Select Save in the lower right-hand corner.
Delete a Role
User Options > Admin Center > Users & Roles > Roles
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Users & Roles in the left-hand menu.
4. Click the Roles tab.
5. Select the Delete role icon to the right of the Role to edit.
6. Select Delete.
Roles can also be managed in Admin Plus.
User Options > Admin Plus > Users > Roles
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Users.
4. Select Roles.
5. Check the box next to the Role to delete.
6. Click the down arrow in the Action field.
7. Select Delete selected Roles.
8. Click Go.
9. Select Yes, I'm Sure.
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