Permissions Tab: Difference between revisions

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== '''Custom Roles''' ==

=== '''Custom Roles''' ===

Custom roles can be created to meet your specific requirements. For example, the '''External Editor''' role shown above allows members to add items to an itinerary, access the EventR Coordinator Hub (ECH) and the '''AI Inbox''' page, and interact with '''To-do''' checkboxes. However, members with this role do not have access to the '''Team''' page in the app.

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|-

!Sections

|~~Permission not available or overridden~~

|This refers to setting permission for selected sections in an itinerary

|-

!Itinerary Tags

|~~Permission denied~~

|This refers to setting permission for itineraries with a specified itinerary tag

|}

</div>

[[File:No delete itinerary permission.png|thumb|845x845px|left|Members with External Editor role have can not delete 'Sample itinerary'.On the app the delete itinerary button is disabled while in ECH it is completely hidden.]]

===== 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]]

==== 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 15.35.51.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]]

~~Firstly, select a 'scope' over which you~~ wish for these permissions to apply. 'Organisation' will apply them at an organisation level, 'Itinerary' will prompt you to select an itinerary that these permissions apply to, 'Section' prompts you to select a section of an itinerary (such as Flights, Accommodation etc.) and 'Itinerary Tag' prompts you to select one of your itinerary tag groups. The permissions can be allocated to each of 4 roles...

==== Itinerary Tag Scope ====

wish for these permissions to apply. 'Organisation' will apply them at an organisation level, 'Itinerary' will prompt you to select an itinerary that these permissions apply to, 'Section' prompts you to select a section of an itinerary (such as Flights, Accommodation etc.) and 'Itinerary Tag' prompts you to select one of your itinerary tag groups. The permissions can be allocated to each of 4 roles...

@@ Line 17: / Line 17: @@
 [[File:Roles with customs.png|alt=Default Roles Permissions Checkboxes|center|thumb|617x617px|Default Roles Permissions Checkboxes with a sample custom role 'External Editor']]
-== '''Custom Roles''' ==
+=== '''Custom Roles''' ===
 Custom roles can be created to meet your specific requirements. For example, the '''External Editor''' role shown above allows members to add items to an itinerary, access the EventR Coordinator Hub (ECH) and the '''AI Inbox''' page, and interact with '''To-do''' checkboxes. However, members with this role do not have access to the '''Team''' page in the app.
@@ Line 57: / Line 56: @@
 |-
 !Sections
-|Permission not available or overridden
+|This refers to setting permission for selected sections in an itinerary
 |-
 !Itinerary Tags
-|Permission denied
+|This refers to setting permission for itineraries with a specified itinerary tag
 |}
 </div>
-[[File:No delete itinerary permission.png|thumb|845x845px|left|Members with External Editor role have can not delete 'Sample itinerary'.On the app the delete itinerary button is disabled while in ECH it is completely hidden.]]
+===== 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]]
+==== 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 15.35.51.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]]
-Firstly, select a 'scope' over which you wish for these permissions to apply. 'Organisation' will apply them at an organisation level, 'Itinerary' will prompt you to select an itinerary that these permissions apply to, 'Section' prompts you to select a section of an itinerary (such as Flights, Accommodation etc.) and 'Itinerary Tag' prompts you to select one of your itinerary tag groups. The permissions can be allocated to each of 4 roles...
+==== Itinerary Tag Scope ====
+wish for these permissions to apply. 'Organisation' will apply them at an organisation level, 'Itinerary' will prompt you to select an itinerary that these permissions apply to, 'Section' prompts you to select a section of an itinerary (such as Flights, Accommodation etc.) and 'Itinerary Tag' prompts you to select one of your itinerary tag groups. The permissions can be allocated to each of 4 roles...