Permissions Tab - Revision history

Kaylanp at 14:11, 23 September 2026

2026-09-23T14:11:18Z

← Older revision		Revision as of 14:11, 23 September 2026
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	===== Itinerary Scope =====		===== Itinerary Scope =====
	[[File:No delete itinerary permission.png\|thumb\|668x668px\|Members with External Editor role ~~have~~ can not delete the selected itinerary.On the app the delete itinerary button is disabled ~~while~~ in ECH it is completely hidden.\|none]]		[[File:No delete itinerary permission.png\|thumb\|668x668px\|Members with External Editor role can not delete the selected itinerary. On the app the delete itinerary button is disabled. While in [[EventR Enterprise Coordinator Hub Guide\|ECH]] it is completely hidden.\|none]]

	==== Section Scope ====		==== Section Scope ====
	[[File:Screenshot 2026-07-15 at 15.40.56.png\|thumb\|674x674px\|Image displaying section scope.This means member with this role have no access to selected sections\|none]]		[[File:Screenshot 2026-07-15 at 15.40.56.png\|thumb\|674x674px\|Image displaying section scope. This means member with this role have no access to selected sections\|none]]
	[[File:Screenshot 2026-07-15 at 15.35.51.png\|alt=Image displaying the Event Information, Flights, and Accommodation tabs hidden on the ECH when they are locked in the section scope for a certain role\|thumb\|687x687px\|Image displaying the Event Information, Flights, and Accommodation tabs hidden on the ECH when they are locked in the section scope.\|none]]		[[File:Screenshot 2026-07-15 at 15.35.51.png\|alt=Image displaying the Event Information, Flights, and Accommodation tabs hidden on the ECH when they are locked in the section scope for a certain role\|thumb\|687x687px\|Image displaying the Event Information, Flights, and Accommodation tabs hidden ,on the ECH (Left) and on the App (Right), when they are locked in the section scope.\|none]]

	==== Itinerary Tags Scope ====		==== Itinerary Tags Scope ====
	Itinerary tags ~~can be~~ attached on the event information page.		Itinerary tags are attached on the event information page.
	[[File:Itinerary tags.png\|none\|thumb\|681x681px\|Itinerary tags]]		[[File:Itinerary tags.png\|none\|thumb\|681x681px\|Itinerary tags]]

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	'''Best practice:''' Tag all itineraries and explicitly configure each tag by either checking it to grant access or locking it to deny access. This ensures permissions are applied consistently and produces the expected access results.		'''Best practice:''' Tag all itineraries and explicitly configure each tag by either checking it to grant access or locking it to deny access. This ensures permissions are applied consistently and produces the expected access results.

	[[File:Locked itinerary tag.png\|left\|thumb\|~~927x927px~~\|Selected Itinerary with the lock will not be displayed on the app or ech]]		[[File:Locked itinerary tag.png\|left\|thumb\|873x873px\|Selected Itinerary with the lock will not be displayed on the app or ech]]
	[[File:Itinerary tags scope.png\|thumb\|~~874x874px~~\|Image displaying permission granted via the itinerary tag scope on the ~~hub~~ and on the app.~~Excluded locked~~ itinerary ~~tags~~\|center]]See [[How to restrict visibility of sections to different user roles\|External Editor]] example		[[File:Itinerary tags scope.png\|thumb\|800x800px\|Image displaying permission granted via the itinerary tag scope on the ECH and on the app. The "Testing Test" itinerary is not visible due to permissions options. \|center]]See [[How to restrict visibility of sections to different user roles\|External Editor]] example

	==== Permissions Table ====		==== Permissions Table ====

Kaylanp at 14:01, 23 September 2026

2026-09-23T14:01:53Z

← Older revision		Revision as of 14:01, 23 September 2026
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	=== Scope ===		=== Scope ===
	Permissions are grouped into scopes that define ~~where~~ they apply ~~within the organisation~~.By default all role have organisation scope.		Permissions are grouped into scopes that define how far across the organisation they apply.By default all role have organisation scope.
	{\| class="wikitable"		{\| class="wikitable"
	\|+		\|+

Kaylanp at 13:59, 23 September 2026

2026-09-23T13:59:34Z

← Older revision		Revision as of 13:59, 23 September 2026
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			This page gives an explanation of the Permissions tab, found in the admin section.

	== '''Roles''' ==		== '''Roles''' ==
	EventR includes four predefined roles.		EventR includes four predefined roles.

Kaylanp at 13:58, 23 September 2026

2026-09-23T13:58:40Z

← Older revision		Revision as of 13:58, 23 September 2026
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	===== Itinerary Scope =====		===== Itinerary Scope =====
	[[File:No delete itinerary permission.png\|thumb\|~~845x845px~~\|Members with External Editor role have can not delete the selected itinerary.On the app the delete itinerary button is disabled while in ECH it is completely hidden.\|none]]		[[File:No delete itinerary permission.png\|thumb\|668x668px\|Members with External Editor role have can not delete the selected itinerary.On the app the delete itinerary button is disabled while in ECH it is completely hidden.\|none]]

	==== Section Scope ====		==== Section Scope ====
	[[File:Screenshot 2026-07-15 at 15.40.56.png\|thumb\|~~881x881px~~\|Image displaying section scope.This means member with this role have no access to selected sections\|none]]		[[File:Screenshot 2026-07-15 at 15.40.56.png\|thumb\|674x674px\|Image displaying section scope.This means member with this role have no access to selected sections\|none]]
	[[File:Screenshot 2026-07-15 at 15.35.51.png\|alt=Image displaying the Event Information, Flights, and Accommodation tabs hidden on the ECH when they are locked in the section scope for a certain role\|thumb\|~~891x891px~~\|Image displaying the Event Information, Flights, and Accommodation tabs hidden on the ECH when they are locked in the section scope.\|none]]		[[File:Screenshot 2026-07-15 at 15.35.51.png\|alt=Image displaying the Event Information, Flights, and Accommodation tabs hidden on the ECH when they are locked in the section scope for a certain role\|thumb\|687x687px\|Image displaying the Event Information, Flights, and Accommodation tabs hidden on the ECH when they are locked in the section scope.\|none]]

	==== Itinerary Tags Scope ====		==== Itinerary Tags Scope ====
	Itinerary tags can be attached on the event information page.		Itinerary tags can be attached on the event information page.
	[[File:Itinerary tags.png\|none\|thumb\|~~907x907px~~\|Itinerary tags]]		[[File:Itinerary tags.png\|none\|thumb\|681x681px\|Itinerary tags]]

	On the '''Permissions''' page, under the '''Itinerary Tag''' scope, select the itinerary tags and configure the permissions for the specified role. Check the box to grant access, set a lock to deny access, or leave it unchecked to inherit the default permission which is access granted.This means that any member assigned to a role with this configuration will have access to '''all checked, unchecked, and untagged itineraries.''' However, they will not have access to any itineraries that are locked.		On the '''Permissions''' page, under the '''Itinerary Tag''' scope, select the itinerary tags and configure the permissions for the specified role. Check the box to grant access, set a lock to deny access, or leave it unchecked to inherit the default permission which is access granted.This means that any member assigned to a role with this configuration will have access to '''all checked, unchecked, and untagged itineraries.''' However, they will not have access to any itineraries that are locked.

Judym at 13:21, 13 August 2026

2026-08-13T13:21:01Z

← Older revision		Revision as of 13:21, 13 August 2026
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	[[File:Locked itinerary tag.png\|left\|thumb\|927x927px\|Selected Itinerary with the lock will not be displayed on the app or ech]]		[[File:Locked itinerary tag.png\|left\|thumb\|927x927px\|Selected Itinerary with the lock will not be displayed on the app or ech]]
	[[File:Itinerary tags scope.png\|thumb\|874x874px\|Image displaying permission granted via the itinerary tag scope on the hub and on the app.Excluded locked itinerary tags\|center]]		[[File:Itinerary tags scope.png\|thumb\|874x874px\|Image displaying permission granted via the itinerary tag scope on the hub and on the app.Excluded locked itinerary tags\|center]]See [[How to restrict visibility of sections to different user roles\|External Editor]] example

	==== Permissions Table ====		==== Permissions Table ====
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	\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.Owners and Admin have this permission enabled by default without being part of the entry. This permission can be added to a role on the Permissions Tab in ECH		\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.Owners and Admin have this permission enabled by default without being part of the entry. This permission can be added to a role on the Permissions Tab in ECH
	\|}		\|}

	~~See [[How to restrict visibility of sections to different user roles\|External Editor]] example~~

Judym at 13:19, 13 August 2026

2026-08-13T13:19:56Z

← Older revision		Revision as of 13:19, 13 August 2026
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	\|-		\|-
	!Create Itinerary		!Create Itinerary
	\|Allows creating of new itinerary by displaying the '''''Add New Itinerary button''''' in both the app(''Home, edit itinerary and itineraries pages'') and coordinator.Note a user can not create a new itinerry but they can edit existing ones of they have edit itinerary permission		\|Allows creating of new itinerary by displaying the '''''Add New Itinerary button''''' in both the app(''Home, edit itinerary and itineraries pages'') and coordinator.Note a user can not create a new itinerry but they can edit existing ones of they have edit itinerary permission.
			It is checked for Users by default.
	\|-		\|-
	!Edit Itinerary		!Edit Itinerary
	\|Allows editting of itineraries and its sections.		\|Allows editting of itineraries and its sections.
			It is enabled for Users by default.
	'''Best Practise'''		'''Best Practise'''

	* ''For the coordinator leave this Permission enabled and restrict editting on lower scope such as Itinerary Itinerary Tags,Sections to achieved desire configuration''		* ''For the coordinator leave this Permission enabled and restrict editting on lower scope such as Itinerary Itinerary Tags,Sections to achieved desire configuration''
	* For the app to disabled in app editting use '<nowiki/>'''In app editing enabled for admins only'''' from the Settings page.~~Allows check permission on the Organisation Scope and use it with~~		* ''For the app to disabled in app editting use '<nowiki/>''<nowiki/>'''''In app editing enabled for admins only'<nowiki/>''' from the Settings page in the coordinator.''
	\|-		\|-
	!Delete Itinerary		!Delete Itinerary
	\|Gives permission to delete itinerary by displaying the Bin Icon in ECH and enabling Delete Itinerary on the app.It is disabled for Users by default.		\|Gives permission to delete itinerary by displaying the Bin Icon in ECH and enabling Delete Itinerary on the app.It is disabled for Users by default.
			\|-
			!Create User
			\|Allows adding/creating a new user by displaying the Add New User button in the Users Page in ECH and Add Team Member Icon on the Team Member page in the app.
			It is enabled for Users by default.
			'''Best Practise'''
			To disable inviting a new in the app use '<nowiki/>'''Disable user invites in app'''' from the settings page in the coordinator
			\|-
			!Edit User
			\|Allows editting of team member details on the Users page -> List tab on the coordinator.
			Not applicable in the app.
			\|-
			!Delete User
			\|Allows deleting of a team member by displaying thr ''Delete User Button'' on the Edit User Modal in the coordinator.
			It is unchecked for Users by default.
			Not applicable in the app.
	\|-		\|-
	!View users Profile Information Permission		!View users Profile Information Permission

Judym at 13:00, 13 August 2026

2026-08-13T13:00:13Z

← Older revision		Revision as of 13:00, 13 August 2026
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	\|-		\|-
	!Create Itinerary		!Create Itinerary
	\|Allows creating of new itinerary by displaying the ''Add New Itinerary'' ~~button~~ in both the app(edit itinerary ~~page~~) and coordinator.		\|Allows creating of new itinerary by displaying the '''''Add New Itinerary button''''' in both the app(''Home, edit itinerary and itineraries pages'') and coordinator.Note a user can not create a new itinerry but they can edit existing ones of they have edit itinerary permission
	\|-		\|-
	!Edit Itinerary		!Edit Itinerary
	\|Allows		\|Allows editting of itineraries and its sections.
			'''Best Practise'''

			* ''For the coordinator leave this Permission enabled and restrict editting on lower scope such as Itinerary Itinerary Tags,Sections to achieved desire configuration''
			* For the app to disabled in app editting use '<nowiki/>'''In app editing enabled for admins only'''' from the Settings page.Allows check permission on the Organisation Scope and use it with
	\|-		\|-
	!Delete Itinerary		!Delete Itinerary

Judym: /* Permissions Table */

2026-08-13T12:40:01Z

Permissions Table

← Older revision		Revision as of 12:40, 13 August 2026
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	\|This permission gives team member unrestricted permission and overrides individual permissions.By default this permission is enabled for Owner and Admin.		\|This permission gives team member unrestricted permission and overrides individual permissions.By default this permission is enabled for Owner and Admin.
	\|-		\|-
	!Create~~,Edit and Delete~~ Itinerary		!Create Itinerary
	\|Allows ~~a team member to create,Edit and Delete Itineraries~~ by ~~enabling~~ the Add New Itinerary button ~~,Edit button~~(~~app~~) and Delete Itinerary ~~button~~ in the app ~~and ECH~~		\|Allows creating of new itinerary by displaying the ''Add New Itinerary'' button in both the app(edit itinerary page) and coordinator.
			\|-
			!Edit Itinerary
			\|Allows
			\|-
			!Delete Itinerary
			\|Gives permission to delete itinerary by displaying the Bin Icon in ECH and enabling Delete Itinerary on the app.It is disabled for Users by default.
	\|-		\|-
	!View users Profile Information Permission		!View users Profile Information Permission

Judym at 12:25, 13 August 2026

2026-08-13T12:25:58Z

← Older revision		Revision as of 12:25, 13 August 2026
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	\|-		\|-
	!View Private Entries Permission		!View Private Entries Permission
	\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.Owners and Admin have this permission enabled by default. This permission can be added to a role on the Permissions Tab in ECH		\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.Owners and Admin have this permission enabled by default without being part of the entry. This permission can be added to a role on the Permissions Tab in ECH
	\|}		\|}

	See [[How to restrict visibility of sections to different user roles\|External Editor]] example		See [[How to restrict visibility of sections to different user roles\|External Editor]] example

Judym: /* Permissions Table */

2026-08-13T12:22:05Z

Permissions Table

← Older revision		Revision as of 12:22, 13 August 2026
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	\|-		\|-
	!View Private Entries Permission		!View Private Entries Permission
	\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.Owners and Admin have this permission enabled by default.		\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.Owners and Admin have this permission enabled by default. This permission can be added to a role on the Permissions Tab in ECH
	\|}		\|}

	See [[How to restrict visibility of sections to different user roles\|External Editor]] example		See [[How to restrict visibility of sections to different user roles\|External Editor]] example