Actions

Manage roles: Difference between revisions

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=Manage Roles=
=Manage roles=


Since the release of LimeSurvey Version 4, users have had the ability to assign roles through the global permissions functionality.
Since the release of LimeSurvey Version 4, users have had the ability to assign roles through the global permissions functionality.


As an administrator, you can assign roles directly to a user.  The roles that a user is assigned to provides the permissions they need for their role.
As an administrator, you can assign roles directly to a user.  The roles that a user is assigned to provides the permissions they need for their role. Other global permission are not checked, only role permission are checked.  


==Basic Overview==
To manage and assign roles : administrator need super admin create permission.
Managing users/user roles: '''Configuration''' > '''Users''' > '''Create/edit user roles'''  
 
==Basic overview==
Managing users/user roles: '''Configuration''' -> '''Users''' -> '''User roles'''  


[[File:OpenRoleManagement.jpg]]
[[File:OpenRoleManagement.jpg]]
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[[File:RolesDetailButtons.jpg]]
[[File:RolesDetailButtons.jpg]]


* The view button, identified by the magnifying glass icon, gives you an overview of the users currently assigned to this role.
* The '''View''' button, identified by the magnifying glass icon, gives you an overview of the users currently assigned to this role.
* The edit permissions button, identified by the lock icon, opens the permissions table.  All permissions selected here will be applied to users assigned to the role.
* The '''Permissions''' button, identified by the lock icon, opens the permissions table.  All permissions selected here will be applied to users assigned to the role.
* Edit role, identified by the edit icon, opens the edit mask again, where name and description can be amended to need.
* The '''Edit''' button, identified by the pencil icon, allows you to edit the name and description of the role.
* Export role, identified by the download icon, lets you export a permission as an XML-File, to be imported into another instance as needed.
* The '''Export''' button, identified by the download icon, allows you to export a role as an XML-File.  The exported file can then be used in another survey.
* Delete role, identified with the red trash bin icon, deletes the role, but shows a confirmation modal first.
* The '''Delete''' button, identified by the red trash bin icon, deletes the role.


==Add a New Role==
==Add a new role==
To add a new role click on ''Add role'' in the top bar.
To add a new role click on ''Add role'' in the top bar.


* Put in a name for the role.
[[File:AddNewRole.jpg]]
** It should be as short as possible, as this is the identifier used when applying to users
* Enter a name for the role.
* Put in a Description
** It should be short and easy to understand.
** The description will be shown only on the overview page. Add a short description on what the role should be obliged to do.
* Enter a description.
ATTENTION! Both input fields are required and need to be filled!
** The description will be shown only on the overview page.  
* Last click on ''Save''
ATTENTION! Both input fields are required!
* Click on ''Save''.

Latest revision as of 19:17, 17 November 2023

Manage roles

Since the release of LimeSurvey Version 4, users have had the ability to assign roles through the global permissions functionality.

As an administrator, you can assign roles directly to a user. The roles that a user is assigned to provides the permissions they need for their role. Other global permission are not checked, only role permission are checked.

To manage and assign roles : administrator need super admin create permission.

Basic overview

Managing users/user roles: Configuration -> Users -> User roles

From here you can view a list of current roles and create or import a role.

There are five buttons in the actions column assigned to all roles.

  • The View button, identified by the magnifying glass icon, gives you an overview of the users currently assigned to this role.
  • The Permissions button, identified by the lock icon, opens the permissions table. All permissions selected here will be applied to users assigned to the role.
  • The Edit button, identified by the pencil icon, allows you to edit the name and description of the role.
  • The Export button, identified by the download icon, allows you to export a role as an XML-File. The exported file can then be used in another survey.
  • The Delete button, identified by the red trash bin icon, deletes the role.

Add a new role

To add a new role click on Add role in the top bar.

  • Enter a name for the role.
    • It should be short and easy to understand.
  • Enter a description.
    • The description will be shown only on the overview page.

ATTENTION! Both input fields are required!

  • Click on Save.
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