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Roles and Permissions

Roles and Permissions

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

Roles

You need Access Settings Module and Manage Roles to manage roles.

Opening Roles

Open Settings, click Accounts, and open the Roles tab.

Creating a role

Click New role.

Fill in the Role name and Role title.

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

Select the permissions that should belong to the role.

Marlinspike saves the role when you change the form.

Editing role details

Open a role from the Roles list.

You can edit:

  • Role name
  • Role title
  • Permissions

The page saves automatically when you make changes.

Users with this role

The Users section shows which users currently have the role.

Use this list before changing permissions, because changes affect every user with the role.

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

Use the delete action from the Roles list.

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

Exporting permissions

Use the permissions export when you need a spreadsheet overview of all roles and permissions.