User Permissions

Permissions determine the actions your users may or may not take within the application. Default permissions are assigned to a user by default based on their system role and granular permissions may be assigned to a user based on their role within a group. 

As an Admin user, you can manage permissions can be viewed by going to System Settings and then selecting Permissions.

• On the next screen, select the role you will be managing permissions for. 
• The permissions are listed with a toggle option to the right, and you can adjust whether the permission has been granted by clicking the toggle to adjust it. 
• When all permissions are selected, click Save.

Note: If you do not have permissions available, you can request them to be enabled for you by reaching out to our Support team.

Users must have a role within Groups assigned to them in order for the configurable permissions to be used.  Otherwise, all users will receive the default user permissions. 

If permissions have not been enabled within your system, these are the default permissions listed below will be provided to users:

Items (Courses, Programs, Experiences, Specializations)
	Create Items	🗹
	View Items	🗹
	Edit Own Proposals	🗹
	Delete Own Proposals	🗹
	Approve Items in Draft	⨂
	Edit Active Items	⨂
	Delete Active/Approved Items	⨂
Agendas
	Create and Edit Agendas	🗹
	View Agendas	🗹
	Delete Agendas	⨂
Proposal Groups
	Create and Edit Proposal Groups	⨂
	View Proposal Groups	⨂
	Delete Proposal Groups	⨂
Options
	Create Options	⨂
	View Options	⨂
	Edit Options	⨂
	Delete Options	⨂
Other Settings
	Configure Other Settings	⨂
Admin Settings
	Configure Admin Settings	⨂
Reports
	View Reports	⨂

In cases where a user is assigned multiple roles with different permissions, the highest level of permission will be respected for that user.

For example, if a user has been assigned the role of 'Committee Member' and the role of 'Committee Chair, and the Committee Chair has been given the ability to delete active records, but the Committee Member has not - the user will still be able to delete active records as long through their role as the Committee Chair. 

As permissions are granted for users, the following will become available to them:

Items (Courses, Programs, Experiences, Specializations)

Within the items, the following permissions may be enabled for a user by selecting the associated toggle. 

	Create Items
		Allows the "+New Item" button to be visible for item types.
	View Items
		Allows the user to view active items and proposals under review.
	Edit Own Proposals
		Setting no longer adjusts the user's ability to edit the proposal in workflow, rather providing the permission is now handled directly in the workflow on each individual step.
	Delete Own Proposals
		Allows the user to delete their own draft. If the proposal was previously submitted to workflow, the proposal must first be withdrawn before the user will be able to delete it. Users will not be able to delete a draft shared with them, only drafts they have created.
	Approve Items in Draft
	Edit Active Items
		Allows the user to delete an active/approved/retired item.

Agendas

Note: When using permissions for Agendas, all three options should be enabled to ensure proper functionality.

	Create and Edit Agendas
		Allows the "+New Item" button to be visible for agendas, and the edit option to modify existing ones.
	View Agendas
		Allows the user to view any existing agendas.
	Delete Agendas
		Allows the user to delete any existing agendas.

Proposal Groups

Note: When using permissions for Proposal Groups, all three options should be enabled to ensure proper functionality.

	Create and Edit Proposal Groups
		Allows the "+New Item" button to be visible for Proposal Groups, and the edit option to modify existing ones.
	View Proposal Groups
		Allows the user to view any existing Proposal Groups.
	Delete Proposal Groups
		Allows the user to delete any existing Proposal Groups.

Options

Note: When using permissions for Option Types, all four options should be enabled to ensure proper functionality.

	Create Options
		Allows the user to create a new option type.
	View Options
		Allows the user to view existing option types.
	Edit Options
		Allows the user to modify existing option types.
	Delete Options
		Allows the user to inactivate option types.

Other Settings

	Configure Other Settings
		Allows the user the ability to create or modify course and rule sets.

Admin Settings

	Configure Admin Settings
		Allows the user to modify any of the settings found under the Admin Settings. This setting is not recommended.

Reports

	View Reports
		Allows the user to create and run reports.