Permissions Overview
The Permissions feature enables portal Admin to give individual Users and/or Roles granular administrative Permissions. Permissions provides the ability to control who can view, add, edit, or delete information within portal features.
In this article:
Assign 'Can view members of this role' Permission
User Options > Admin Center > Users & Roles > Roles > "Role"
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. Click the Edit role icon to the right of the Role to edit.
Permissions can also be modified at Role creation.
6. Scroll down to Can view members of this role.
7. Click Edit next to the Type (Roles or Users) to modify.
8. Search for and/or select the Role or User.
Click in the "Select roles..." data field for a list of available roles.
9. Click Save.
10. Confirm Who Has This Permission on the details page.
11. Click Save in the lower right-hand corner.
Assign 'Can send announcements to this role' Permission
User Options > Admin Center > Users & Roles > Roles > "Role"
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. Click the Edit role icon to the right of the Role to edit.
Permissions can also be modified at Role creation.
6. Scroll down to Can send announcements to this role.
7. Click Edit next to the Type (Roles or Users) to modify.
8. Search for and select the Role or User.
Click in the "Select roles..." data field for a list of available roles.
9. Click Save when finished.
10. Confirm Who Has This Permission on the details page.
11. Click Save in the lower right-hand corner.
Assign a Role to a Group of Users
User Options > Admin Center > Users & Roles > Roles > "Role"
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. Click the Edit role icon to the right of the Role to edit.
Permissions can also be modified at Role creation.
6. Scroll down to Members of This Role.
7. Add a Membership Filter.
8. Click 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. Select the specific Role.
6. Add a Membership Filter under Role Settings.
7. Click Save in the lower right-hand corner.
All users that match the filter will be assigned to the Role.
Add or Remove General Permissions
User Options > Admin Center > Users & Roles > Roles > "Role"
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. Click the Edit role icon to the right of the Role to edit.
Permissions can also be modified at Role creation.
6. Scroll down to Permissions.
7. Select + Add Permissions to add a new permission.
8. Search for and/or select a permission.
9. Click Add.
10. Confirm Permission.
11. Click Save in the lower right-hand corner.
Selecting Remove will immediately remove the permission. There is no additional dialogue selection.
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