Role
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Contents |
Introduction
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 permissions to access, view, and edit 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, go to Admin -> Manage Roles. There are some predefined Roles in the system you can customize and use if you desire. Otherwise, click Create a New Role, give the role a Name, then click Save.
Click on Assign Permissions to this Role button in the Action Box to grant permissions to that role. Move the desired permissions from left to right.
Managing a Role
You can view who is in a Role by clicking onto Assign users to this Role', and you can change the permissions of a Role by clicking onto Assign Permissions to this Role' button.
