Suggested baseline user role permissions

Nick Randal
Nick Randal
  • Updated

The following list has been prepared as guidance for key system roles. Your risr/advance onboarders will work through the initial setup of all roles and permissions for your organisation in greater detail and for your context. 

 

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    • Allow user to create events on their own timeline
    • Allow user to delete their own draft events
    • Allow user to run reports
    • Allow user to view FAQ
    • Allow user to view and work on their own goals from open goalsets
    • Allow user to view their own events
    • Allow user to fill in sections of other users' events*

    *This permission would only be applicable where there are peer assessments or 360°/multi-source feedback assessments

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    • Allow user to add, edit, delete or resolve any goals of other users
    • Allow user to approve all pending sections
    • Allow user to assign roles to other people
    • Allow user to assign roles to themselves
    • Allow user to close and re-open multi source events of other users
    • Allow user to close and re-open the goals of other users
    • Allow user to create and edit blueprints
    • Allow user to create and edit event types
    • Allow user to create and edit roles
    • Allow user to create events on the timelines of other users
    • Allow user to create events on their own timeline
    • Allow user to create new users
    • Allow user to delete completed events of other users
    • Allow user to delete their own completed events
    • Allow user to delete their own draft events
    • Allow user to disable and enable users
    • Allow user to edit FAQ
    • Allow user to edit all completed events of other users
    • Allow user to edit all their own completed events
    • Allow user to edit announcements
    • Allow user to edit dashboard templates
    • Allow user to edit editable authored sections
    • Allow user to edit locked user fields
    • Allow user to edit or create user fields
    • Allow user to edit relations
    • Allow user to edit summary templates
    • Allow user to edit the profile of other users
    • Allow user to edit their own profile
    • Allow user to enable/disable users in bulk
    • Allow user to fill in sections of other users' events
    • Allow user to import events
    • Allow user to import users
    • Allow user to login as other users
    • Allow user to manage email templates
    • Allow user to manage goal categories
    • Allow user to manage report templates for the entire organisation
    • Allow user to manage the login credentials of other users
    • Allow user to manage their own login credentials
    • Allow user to manage timelines
    • Allow user to remove multi source responses of other users
    • Allow user to run reports
    • Allow user to view FAQ
    • Allow user to view announcements list
    • Allow user to view anonymised sections
    • Allow user to view blueprints list
    • Allow user to view dashboard templates list
    • Allow user to view email templates
    • Allow user to view event types list
    • Allow user to view relations list
    • Allow user to view roles list
    • Allow user to view summary templates list
    • Allow user to view the events of other users
    • Allow user to view the shared goals of other users
    • Allow user to view their own events
    • Allow user to view user fields list
    • Allow user to view users list and profile details
    • Allow user to work on shared goals of other users from open goalsets
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    • Allow user to create events on the timelines of other users
    • Allow user to delete their own draft events
    • Allow user to edit editable authored sections
    • Allow user to edit their own profile
    • Allow user to fill in sections of other users' events
    • Allow user to run reports
    • Allow user to view FAQ
    • Allow user to view the events of other users
    • Allow user to view the shared goals of other users
    • Allow user to view their own events
    • Allow user to view users list and profile details
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    • Allow user to create events on the timelines of other users
    • Allow user to delete their own draft events
    • Allow user to edit their own profile
    • Allow user to fill in sections of other users' events
    • Allow user to run reports
    • Allow user to view FAQ
    • Allow user to view their own events
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    • Allow user to fill in sections of other users' events
    • Allow user to view their own events

 

 

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