Roles
We are able to create Roles, within iKnow, which can have access to certain modules, and have admin privileges set, for iKnow. We can also control which areas of iKnow can be viewed and edited, and which Settings will be available. Once the Roles are set up, we can assign people to the Roles, and they will automatically be given the privileges that go along with the
Add a Role
To create a new Role, or edit an existing one, we will need to go to Settings, and click Roles. We will see a list of any Roles that have already been created.
To add a new Role, we need to click the Add Role button, at the top right of the page, give the Role a name, and click the Add Role button. We will see our new Role appear in the list.
Edit a Role
To add the relevant permissions to our new Role, or to adjust an existing one, we need to click the pencil icon, on the right of the Role.
We will be able to edit the name of the Role, if we need to, by changing the text in the Name field.
The Admin Group drop down, will allow us to apply an Admin Group to the Role. Admin Groups are set up, by going to Settings, and clicking Admin Groups, which is covered in another video.
The Admin Groups control the access people will have to view, and edit people’s information, in the People module. They also control how the user will be able to communicate with people through iKnow.
The Apps section, allows us to control which Apps, within iKnow, the Role will give access to. If we want people in this Role to have access to all the apps, click the toggle switch, next to All. Otherwise, we need to click the toggles next to the Apps we want to give access to.
App Specific Permissions
Some of the Apps have additional privileges that can be set, so we can control how much access users will have, within the App. These can be set by clicking the cog, next to the toggle for the app.
Currently, Settings, Events and Metrics have additional settings. For the Apps that don’t have any additional settings, clicking the cog will give us a message explaining what the app does.
Clicking the cog next to the Settings App, will show us a list of all the Settings that are available. If we want people in this Role, to have access to all the Settings, click the toggle labelled All, at the top of the list. If we need to limit the access to Settings for this Role, we need to click the toggles next to the Settings we wish to allow access to.
Clicking the cog next to the Events App, will give us options allowing us to set how much access people will have to Events, from View only, to View and Edit all events.
Clicking the cog next to the Metrics App, will allow us to decide how much access this Role will have to the Metrics. We can switch on the option to allow access to the Settings, in Metrics, and decide if members of this Role will be able to access all Metrics stats.
Once all the permissions have been set, we need to click the Save button, at the bottom, to save our Role.
Add People to a Role
We can assign people to a Role in two ways. First, by going to Settings, clicking Roles, and then clicking the Manage People icon. We can then start typing the person’s name, in the search box, and select them from the list that appears below. We are able to add as many people as we need, by typing their names.
The other way to assign someone to a Role, is in the People module. We will need to click People in the menu. Then search for the person we wish to assign to the Role, click their name in the list, and click the Edit button on their profile. We can change the Role, directly below the profile image, by clicking the pencil icon. We will then be able to select the relevant Role, from the drop down menu.
Once we’ve selected the Role, click the Save button, at the bottom of their profile.
People can only be assigned to one Role at a time.