Managing User Roles and Permissions

Users are people in your business who will log in and use the system. They may be designers, content writers or sales people accessing your sites Administration interface. Roles are groups of Users that share similar responsibilities and have similar requirements when using the system. >Permissions are assigned to Roles to grant or deny access to various system features. This then defines what the Users in that Role are able to do.

For example, your business might have two sales people, John and Mary. Their main responsibilities are:

  • To manage new customer leads
  • To ensure existing customers are happy

We would create a Role for them called Sales. This role would then be granted full access to all the customer details in the customer database.. We would also deny permission to edit any content on the web site, as we dont want John or Mary to make any accidental changes to the web site.

We then simply add two users to the system, John and Mary, and add them to the Role Sales.

Creating a Role

To create a Role, follow the steps below:

  1. Navigate to Admin > Manage Roles
  2. From the Action Box, click Create a new Role
  3. Enter a Role name, for example Sales Team
  4. From the list of administration areas, select one of the below permissions:
    • Full Access - This permission will give users within this Role full access (View, Edit, Create, Delete) permissions to this area of the system.
    • Read-Only - Users within this role will have access to view this area of the system but not edit, create or delete items.
    • No Access - Users within this role will not have access to this area of the system.
  5. Now select the users of the site you would like to assign to this Role by ticking the checkbox next to each user
  6. Once you are done, click Save

Managing a Role

At any time, you can view and edit an existing role as follows:

  1. Navigate to Admin > Manage Roles
  2. From the list of existing roles, select the role you would like to view/edit
  3. Make changes to the permissions by selecting the appropriate drop-down option or add/remove users to this role.
  4. Once you are done click Save