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How to restrict visibility of sections to different user roles

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Revision as of 08:43, 16 July 2026 by Judym (talk | contribs)

External Editor custom role

As an organisation admin i want to provide limited access to an External Editor so that they only have access to the Activities Section in a specific itinerary on the app and on the ECH

Create a Custom role

First create a new Role called External Editor and on the organisation scope grant permission as follows;

Edit itinerary Checked This ensures that this role has access to itineraries at the organisation scope. If this setting is not enabled at the organization scope, the role will not have access to the itineraries on any scope.
Access Coordinator Hub Checked This permission grant this role access to the ECH.
Team Page Access Locked This denies this role access to the Team page in the app. It also ensures that users with this role can only view itinerary entries they are part of.
Check Todo Items Checked his allows this role to be able to check todo items on the app
All Others unchecked All other permission that stay unchecked means that this role does not have access to the related functionality.
Create Custom role 'External Editor'
External Editor Custom set permissions