Most organizations will not need to create their own Roles and Groups, since they will use the default Roles and Groups.


If you would like to organize your own Roles and Groups, however, read on!


TABLE OF CONTENTS




Creating Roles

The first step in creating and assigning User Permissions is to create user Roles. Roles generally collect the Permissions around a single aspect of the ACME Platform (e.g. "Reports", "Membership", "Accounts").

  1. Log in to the ACME Back Office.
  2. Click on "Users" in the left navigation panel.
  3. Click "Roles" from the expanded "Users" menu.
  4. Click "Add Role" in the upper right.
  5. Enter a name for your Role.
  6. Click "Add Role".


Assigning Permissions to a Role

Once you've created your Role, you need to Add Permissions to it. Again, Roles generally collect Permissions that are focused on a single aspect of the platform.

  1. In the list of Roles, double-click your new Role.
  2. Click "Add Permissions" in the upper right.
  3. Either scroll through the list of Permissions or start typing to select the individual Permissions you want to add. Click on the Permissions you want to add.
  4. When you have finished selecting Permissions, click "Add Permissions".
  5. The Permissions you selected are immediately available to anyone in a Group with that Role assigned to it.


Removing Permissions from a Role

  1. In the list of Roles, double-click the Role you'd like to edit.
  2. Click "Remove" next to the Permission you'd like to remove.
  3. Confirm "Remove" in the window that pops up.


Note: To see a list of all possible Permissions, go to Default Groups, Default Roles, Permissions.


Creating Groups

Once you've created your Roles, it's time to create User Groups. To review: Groups generally assemble Roles into a set of Permissions that a single employee might need.

  1. Log in to the ACME Back Office.
  2. Click on "Users" in the left navigation panel.
  3. Click "Groups" from the expanded "Users" menu.
  4. Click "Create" in the upper right.
  5. Enter a Name for the Group.
  6. Enter a Display Name. This can include information about the Group (e.g. "Includes Editing capabilities", or "For Front-Line Personnel").
  7. Click "Add Group"


Assigning Roles to a Group

Once you've created your Group, you need to Assign Roles to it. Again, Groups generally collect Roles that are useful to have in one place.

  1. In the list of Groups, double-click your new Group.
  2. Click "Add Roles" in the upper right.
  3. Either scroll through the list of Roles or start typing to select the individual Roles you want to add. Click on the Roles you want to add.
  4. When you have finished selecting Permissions, click "Add Roles".
  5. The Roles you selected are immediately available to any User in that Group.


Removing Roles from a Group

  1. In the list of Groups, double-click the Group you'd like to edit.
  2. Click "Add Roles" in the upper right.
  3. In the list of Roles, uncheck the Roles you'd like to remove.
  4. Click "Add Roles" to finalize.

Deleting a Group

To delete a Group, you need to first remove all Roles from it, and remove all Users. Once the Group is empty, click "Remove" next to the Group in the list of Groups to delete it permanently. See above for removing Roles from a Group, or see Remove Users from a Group.