Roles and Permissions

Accounts: Roles and Permissions

UseRoles are permission sets. Assign roles to users to decide what they can do in Marlinspike.

You need AccountsAccess >Settings Module and Manage Roles to manage permission sets. A role groups permissions so they can be assigned to users.roles.

Required

Opening permissions

Roles

You need:

• Access Settings Module (settings-access)
• Manage Roles (settings-roles)

Open the roles page

1. Open Settings.
,
2. Selectclick Accounts.
,
3. Selectand open the Roles tab.

Create

Creating a role

1. Open Settings > Accounts > Roles.
2. Select

   Click New role.

3. Enter

   Fill in the Role name and Role title.

   The role name oris title.

the
4. internal name. The role title is the readable name shown to users.

   Select the permissions that should belong to the role.

5. Save

   Marlinspike the role.

6. Assignsaves the role towhen usersyou change the form.

   Editing role details

   Open a role from the userRoles accountlist.

   page.

You

can

Editedit:

a role

• OpenRole Settings > Accounts > Roles.name
• SelectRole thetitle
role
• Permissions

The page saves automatically when you wantmake tochanges.

change.

Users

Addwith orthis removerole

permissions.

The

1. SaveUsers section shows which users currently have the role.

PermissionUse this list before changing permissions, because changes affect every user assignedwith to thatthe role.

Delete

Permissions

Permissions are grouped by module or subject.

Open a permission group and tick the permissions this role should have.

Some permissions require another permission. When you select such a permission, Marlinspike can also add the required permission automatically.

Common permission types are:

• access a module
• view records
• create records
• update records
• delete records
• approve or revert statuses
• manage settings

Ownerships

The Ownerships section shows object-specific permissions connected to the role.

This is used when access is limited to a specific object, such as a specific drill, journal, rank or group.

Deleting a role

1. Open Settings > Accounts > Roles.
2. Find the role.
3. Select

   Use the delete action.

action
4. Confirmfrom the deletion.
Roles

list.

Before deleting a role, check whetherthe Users section to make sure no active users still depend on it for access.it.

Export the

Exporting permissions

overview

1. Open Settings > Accounts > Roles.
2. Select

   Use the permissions export actionwhen ifyou available.

need
3. Downloada thespreadsheet spreadsheet.
overview
4. Useof itall toroles reviewand whichpermissions.
   permissions are assigned to each role.