Permissions Tab: Difference between revisions
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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. | ||
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=== Scope === | === Scope === | ||
Permissions are grouped into scopes that define | 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" | ||
|+ | |+ | ||
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===== Itinerary Scope ===== | ===== Itinerary Scope ===== | ||
[[File:No delete itinerary permission.png|thumb| | [[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| | [[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| | [[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 | Itinerary tags are attached on the event information page. | ||
[[File:Itinerary tags.png|none|thumb| | [[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. | ||
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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| | [[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| | [[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 ==== | ||
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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 | ||
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