User Roles – Getting Started

Posted: January 28, 2019 In: Popular

USER GUIDE – USER ROLES

This user roles guide will walk you through the following:

  • Default settings when adding a new user
  • Who has the ability to manage roles within an organization
  • Setting permissions
  • The user roles and the actions assigned to each role
  • Keywords and organization limitations

LocalHop roles are set up by assigning a user role for each LocalHop feature that your organization uses or has purchased. Each action within a feature can vary by role. A full summary matrix can be found on the last page of the attached document.

Roles – These are names assigned to organization members that provide them with different levels of database access
Actions – These are the different actions (create, read, update, and delete) that can be taken for each feature according to their assigned role
Features – These are the different LocalHop tools that your organization has purchased or has access to

Begin by selecting the “Users” tab under the “Organization” dropdown in the left side navigation.

Note: The first user added to an organization by default will have Super Administrator access. Once additional users are added, new roles can be assigned.

Select the green “Edit Roles” button next to the user you wish to edit.

Begin selecting the “Role” that should be assigned to this user for each LocalHop feature.

Note: Feature and role options will only appear to those who have access to a. only features currently in use or available to that organization and b. roles that allow for setting user roles (admins and super admins).

User roles are divided up among roles (view, staff, admin, super admin) within each individual product (events and registration, users, room management, room reservation, calendar snippets, billing and payments) that your organization uses or has purchased.

Note: Each role has predetermined/assigned actions (create, read, update, delete). The actions for each assigned role CANNOT be edited by any member/role at the organizations level.

Create
User is able to add a new item of that type

Read
User can view items but does not have the ability to make changes

Update
User can view and make changes to the item

Delete
User can remove items of this type from the application

PERMISSIONS BY FEATURE FOR EACH ROLE

EVENTS AND REGISTRATION (DROPDOWN)

VIEW
User can READ the EVENTS CALENDAR
User can READ the EVENTS LIST
User can READ the EVENT DETAILS AND TICKETING
User can READ the GUEST LIST

STAFF
User can READ the EVENTS CALENDAR
User can READ the EVENTS LIST
User can CREATE, READ, UPDATE, and DELETE the GUEST LIST

ADMIN
User can CREATE and DELETE the CREATE EVENT
User can READ the EVENTS CALENDAR
User can READ the EVENTS LIST
User can CREATE, READ, UPDATE, and DELETE the EVENT DETAILS AND TICKETING
User can CREATE, READ, UPDATE, and DELETE the GUEST LIST

SUPER ADMIN (CHECKBOX ONLY)
User can CREATE and DELETE the CREATE EVENT
User can READ the EVENTS CALENDAR
User can READ the EVENTS LIST
User can CREATE, READ, UPDATE, and DELETE the EVENT DETAILS AND TICKETING
User can CREATE, READ, UPDATE, and DELETE the GUEST LIST

USERS (DROPDOWN)

VIEW
No rights for view

STAFF
User can READ the PROFILE
User can READ the USERS

ADMIN
User can READ the PROFILE
User can CREATE, READ, and UPDATE the USERS
User can CREATE, READ, and UPDATE the FORM BUILDER
User can READ the NOTIFICATIONS

SUPER ADMIN (CHECKBOX ONLY)
User can READ and UPDATE the PROFILE
User can CREATE, READ, UPDATE, and DELETE the USERS
User can CREATE, READ, UPDATE, and DELETE the FORM BUILDER
User can READ, UPDATE, and DELETE the NOTIFICATIONS

ROOM MANAGEMENT (DROPDOWN)

VIEW
No rights for view

STAFF
User can READ the ROOMS
User can READ the PORTABLE EQUIPMENT
User can READ the UNAVAILABLE DATES
User can READ the TERMS OF USE

ADMIN
User can CREATE, READ, UPDATE, and DELETE the ROOMS
User can CREATE, READ, UPDATE, and DELETE the PORTABLE EQUIPMENT
User can CREATE, READ, UPDATE, and DELETE the UNAVAILABLE DATES
User can CREATE, READ, UPDATE, and DELETE the TERMS OF USE

SUPER ADMIN (CHECKBOX ONLY)

User can CREATE, READ, UPDATE, and DELETE the ROOMS
User can CREATE, READ, UPDATE, and DELETE the PORTABLE EQUIPMENT
User can CREATE, READ, UPDATE, and DELETE the UNAVAILABLE DATES
User can CREATE, READ, UPDATE, and DELETE the TERMS OF USE

ROOM RESERVATION (DROPDOWN)

VIEW
User can READ the RESERVATIONS CALENDAR

STAFF
User can READ and UPDATE the RESERVATIONS CALENDAR
User can READ the CREATE RESERVATION

ADMIN
User can READ the RESERVATIONS CALENDAR
User can CREATE, READ, UPDATE, and DELETE the CREATE RESERVATION

SUPER ADMIN (CHECKBOX ONLY)
User can READ the RESERVATIONS CALENDAR
User can CREATE, READ, UPDATE, and DELETE the CREATE RESERVATION

CALENDAR SNIPPETS (DROPDOWN)

VIEW
No rights for view

STAFF
No rights for staff

ADMIN
User can CREATE, READ, UPDATE the CALENDAR SNIPPETS

SUPER ADMIN (CHECKBOX ONLY)
User can CREATE, READ, UPDATE, and DELETE the CALENDAR SNIPPETS

BILLING AND PAYMENTS (SUPER ADMIN CHECKBOX)

VIEW
No rights for view

STAFF
No rights for staff

ADMIN
No rights for admin

SUPER ADMIN (CHECKBOX ONLY)
User can CREATE, READ, UPDATE, and DELETE the MERCHANT/PAYOUT INFORMATION
User can READ the TRANSACTIONS
User can READ the BALANCE
User can READ the BILLING PLAN

Note: Actions that are not specifically listed under the roles are not available or editable at the organization level.