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Create Access Roles

Tutorial on how to grant permissions through access roles.

Time: 7 minutes

Vocabulary Note

An Access Role is a preset of permissions that can be assigned to a user to allow them to have different levels of reading and writing access in the Cotalker platform.

Company Requirements​

The company wants only managers and the CEO to be able to see the company's reports. Privacy is vital, so there must be no possibility that lower-ranking employees could have access to that information.

Tutorial Objectives​

Further Information

Click here to see a complete list of available permissions.

Pre-Requisites​

Access Role​

Your user profile's access role must have at least the following permissions:

  • admin-access (permission to access the Administrative Panel)
  • admin-accesscontrol-write (permission to create and edit access roles)

Steps​

Create an Access Role:​

I. Go to the Access Roles section.

access role section
  1. From the Main Menu Bar, press the Administrator button to access the Administrative Panel.
  2. Select Acesss roles.
  3. The Access Roles section opens up.

II. Open a settings panel to create a new access role.

access role panel
  • Press the + icon in the upper right-hand corner to open an Access Role Settings Panel.

III. Set up the new access role.

access role settings

In the settings panel, set the following:

  1. Name: Report Access
  2. Description: Grants users access to read reports.
  3. Permissions: report-surveys-read
  4. Press Save

Expected Result​

In the Access Roles section, the newly created access role should be found on the table.

result access role section

The newly created access role's settings should look like this:

result settings
Useful information
  • Access roles must be assigned to users when they are created.
  • It is useful to have access roles ready before creating users.
  • Nonetheless, users can be edited later and have new access roles assigned to them.

via GIPHY


Bonus Track!
  • Create a new access role called Default that contains the admin-access permission.
  • If the access role already exists, make sure it has the admin-access permission.
  • Keep it in mind, we will make use of it along the way.