What are permissions?
Permissions provide fine-graned control over what actions the user can perform on Simply Do. They will allow you to control the capabilities of each individual user for example, you may want to allow certain users to set challenges and therefore would have to manage the permissions of that person.
How do I manage permissions
To access permissions and change them, firstly, you MUST be a Primary Administrator, if you are not and you would like to do this please contact your organisational Primary Admin.
Begin by going to 'Admin' and then 'Manage Users'.
Once viewing your user list, simply find the user who's permissions you want to manage, then click the blue arrowed options button and 'Manage Individual Permissions'.
Who should I give permissions to?
Below I have provided a numbered list of types of users where you want to manage the permissions to ensure you are being secure whilst giving that user the permissions they need. Please follow your scenario number for the details.
- UPGRADING TO ADMINS - Upgrading a user to give them admin rights, this will go through what rights they should have
- STAFF SETTING A CHALLENGE - Member of staff wanting to create a group for users and set a challenge to them
- INTERNALS/EXTERNALS SETTING A CHALLENGE - Allowing internal and externals that you work with to set challenges to your users but not manage them or their accounts
Upgrading to Administrators
You should think very carefully before you upgrade anyone to an administrator, this person will have full access to all of the users, ideas and challenges inside the organisation whilst having the ability to delete these (if you allow it). If you want to upgrade a user to an administrator the image below displays how to do it.
Now that you have upgraded this person, heres what permissions they will now have but remember, at any point you can change these.
As you can see above, the only permission this person would not have is the ability to manage other permissions.
Staff setting a challenge
If inside your organisation, you have members of staff who will need/want to set challenges to their own groups/users inside your organisation. For example, within education, a member of staff will need to create a group and set a challenge to that group, but they may not need to to view all your users and delete their ideas or challenges. For the example above, here are the permissions that you will need to enable and the process that staff will follow after this.
As you can see, the two permissions I have enables are to create groups and create ideas, this means they will still be able to manage and delete their own groups and see the users and ideas inside them. However, they wont be able to access and manage any others. The member of staff should first create a group for their users to sit within and then create a challenge and set it to that group before signing up the users.
Internal/Externals setting a challenge
If you would like to have your internal/external network setting challenges to your users then you will only need to manage one permission as shown below. For example if you have a business who wants to set a challenge to your organisation in order to find innovative ideas form your users, this would be the permissions needed.
They will not need to create groups as this user is simply creating challenges and setting them to the users and groups currently available within your organisation. They will only see the ideas of the users who create an idea for their challenge.
If there is any confusion here then please do get in touch with me over intercom :)