Permissions and Roles

Permissions and Roles control what sections a user can see in the Dashboard and what actions they can perform.  Permissions can be adjusted by users who have the permission to do so (yes, there is a permission that allows you to adjust permissions!).

If you think you should have permission to do something, and it's not available, contact your Organization Owner.

Editing Permissions

Users who have the permission to edit other user's roles can do so in the Users section of the Dashboard by clicking the "Set Role" button next to the user.  This button will only be visible if you have the appropriate permissions.

Figure 1 - Edit Permissions dialog

In this dialog, you can select from a pre-defined role at the top, or you can customize the user's permissions by selecting the check boxes below in each section.  

Deselecting the checkbox for a section will hide that section from the user's Dashboard.  Next to the section is a counter of how many permissions for that section are enabled. 

WARNING: Only give permissions to users you trust!  Use more limited permissions and then gradually increase them rather than making everyone an administrator.

Roles

There are several pre-defined roles, which may vary depending on the version of the Dashboard you are using and your role.  Here's some common roles. 

Organization Admin - This role is for top-level administrators of an organization.  An example would be a national HR executive. This role is able to perform nearly all the functions in the Dashboard.  An example

• Localize or exclude Actions
• View Challenge and Analytics
• Edit Community information
• Manage flagged content
• Deactivate Users
• Send Notifications
• View Support

This option is available for organizations only.

Organization Owner - Same as Organization Admin, plus the ability to change user's roles. 

Community Admin - This role is for managing sub-communities within an organization. An example of someone who would fit this role is a store manager for a national chain store. Community Admins can manage much of their community information.

• Add videos and web links to Actions
• View Challenges and Analytics
• Edit Community information
• View Users
• Send Notifications
• View Support

Community Owner - Same as community admin, also including the ability to change user's roles.

User - The default role, this person cannot view or edit Doashboard information.

Custom - There is also the ability to set a custom role which does not follow the pre-defined roles.