Actions

Manage roles: Difference between revisions

From LimeSurvey Manual

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


A list of roles will be displayed.  From here you can create or import a role.
From here you can view a list of current roles, create, or import a role.


[[File:RolesOverview.jpg]]
[[File:RolesOverview.jpg]]

Revision as of 18:54, 8 January 2021

Manage Roles

Since 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.

Basic Overview

Managing users/user roles: Configuration > Users > Create/edit user roles

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

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

  • The view button, identifiable by the magnifying glass icon, will give you an overview over all the users that are currently members of this role.
  • Edit permissions, identidfied by the lock icon, opens the permission table. All permissions selected here will be applied to any member of the role
  • Edit role, identified by the edit icon, opens the edit mask again, where name and description can be amended to need.
  • Export role, identified by the download icon, lets you export a permission as an XML-File, to be imported into another instance as needed.
  • Delete role, identified with the red trashbin icon, deletes the role, but shows a confimration modal first.

Add a New Role

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

  • Put in a name for the role.
    • It should be as short as possible, as this is the identifier used when applying to users
  • Put in a Description
    • The description will be shown only on the overview page. Add a short description on what the role should be obliged to do.

ATTENTION! Both input fields are required and need to be filled!

  • Last click on Save