Roles and access - Revision history

Alexp at 14:45, 5 August 2026

2026-08-05T14:45:50Z

← Older revision		Revision as of 14:45, 5 August 2026
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	Roles are assigned on the [[ECH User Screen]] in the user details overlay. Roles are cumulative, so you can create Roles for areas of the system and then combine them.		Roles are assigned on the [[ECH User Screen]] in the user details overlay. Roles are cumulative, so you can create Roles for areas of the system and then combine them.

	Roles can also have permissions to do things on particular [[Itinerary Tags\|itinerary tags]] or Sections.		Roles can also have permissions to do things on particular [[Itinerary Tags\|itinerary tags]] or [[General Activity Screen layouts\|Sections]].
	== How to create an Admin ==		== How to create an Admin ==
	[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]		[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]
	Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after being given a new role.		Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after being given a new role.

Alexp at 14:45, 5 August 2026

2026-08-05T14:45:02Z

← Older revision		Revision as of 14:45, 5 August 2026
Line 15:		Line 15:
	== How to create an Admin ==		== How to create an Admin ==
	[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]		[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]
	Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after ~~this change has been made~~.		Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after being given a new role.

Alexp at 14:44, 5 August 2026

2026-08-05T14:44:12Z

← Older revision		Revision as of 14:44, 5 August 2026
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			Roles are assigned on the [[ECH User Screen]] in the user details overlay. Roles are cumulative, so you can create Roles for areas of the system and then combine them.

			Roles can also have permissions to do things on particular [[Itinerary Tags\|itinerary tags]] or Sections.
	== How to create an Admin ==		== How to create an Admin ==
	[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]		[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]
	Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after this change has been made.		Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after this change has been made.

Alexp at 14:40, 5 August 2026

2026-08-05T14:40:19Z

← Older revision		Revision as of 14:40, 5 August 2026
Line 11:		Line 11:
	== How to create an Admin ==		== How to create an Admin ==
	[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]		[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]
	To ~~actually create an admin,~~ you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. ~~For instance, to make a user an admin,~~ make sure the "Admin" box has a check next to it.		Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after this change has been made.

Alexp at 14:37, 5 August 2026

2026-08-05T14:37:27Z

← Older revision		Revision as of 14:37, 5 August 2026
Line 11:		Line 11:
	== How to create an Admin ==		== How to create an Admin ==
	[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]		[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]
	To actually create an admin, you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. To make a user an admin, make sure the "Admin" box has a check next to it.		To actually create an admin, you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. For instance, to make a user an admin, make sure the "Admin" box has a check next to it.

Alexp at 14:36, 5 August 2026

2026-08-05T14:36:51Z

← Older revision		Revision as of 14:36, 5 August 2026
Line 7:		Line 7:
	* Guest - read only personal itinerary view, with no visibility of team information		* Guest - read only personal itinerary view, with no visibility of team information
	* Owner - the original creator of the team, and given full access. To change the owner, please [mailto:support@softpauer.com contact support].		* Owner - the original creator of the team, and given full access. To change the owner, please [mailto:support@softpauer.com contact support].


			== How to create an Admin ==
			[[File:Changing a user's role from the ECH.png\|alt=Changing a user's role from the ECH\|center\|thumb\|Changing a user's role from the ECH]]
			To actually create an admin, you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. To make a user an admin, make sure the "Admin" box has a check next to it.

Alexp at 15:16, 23 April 2026

2026-04-23T15:16:37Z

← Older revision		Revision as of 15:16, 23 April 2026
Line 6:		Line 6:
	* Admin - can access the [[EventR Enterprise Coordinator Hub Guide\|ECH]]		* Admin - can access the [[EventR Enterprise Coordinator Hub Guide\|ECH]]
	* Guest - read only personal itinerary view, with no visibility of team information		* Guest - read only personal itinerary view, with no visibility of team information
			* Owner - the original creator of the team, and given full access. To change the owner, please [mailto:support@softpauer.com contact support].

Alexp: Created page with "Depending on your tier level EventR has a complex Role and Claims permission system. For Premium and Enterprise users you can create new roles with different permissions based on the granular claims available. They are all found in the ECH Admin Screen in the Permissions Tab. The system defines the following default roles * User - default access for all invited users. Can access the EventR Team App and edit i..."

2026-04-21T14:43:33Z

Created page with "Depending on your tier level EventR has a complex Role and Claims permission system. For Premium and Enterprise users you can create new roles with different permissions based on the granular claims available. They are all found in the ECH Admin Screen in the Permissions Tab. The system defines the following default roles * User - default access for all invited users. Can access the EventR Team App and edit i..."

New page

Depending on your tier level EventR has a complex Role and Claims permission system. For Premium and Enterprise users you can create new roles with different permissions based on the granular claims available. They are all found in the [[ECH Admin Screen]] in the [[ECH Admin Screen#Permissions|Permissions]] Tab.

The system defines the following default roles

* User - default access for all invited users. Can access the [[EventR Team Guide|EventR Team App]] and edit [[itineraries]]
* Admin - can access the [[EventR Enterprise Coordinator Hub Guide|ECH]]
* Guest - read only personal itinerary view, with no visibility of team information