Actions

Manage roles: Difference between revisions

From LimeSurvey Manual

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* 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.
* Edit permissions, identidfied by the lock icon, opens the permission table. All permissions selected here will be applied to any member of the 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.
* Edit role, identified by the edit icon, opens the edit mask again, where name and description can be amended to need.
* 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.
* 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.
* Delete role, identified with the red trash bin icon, deletes the role, but shows a confirmation modal first.


==Add a New Role==
==Add a New Role==

Revision as of 10:41, 11 January 2021

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.

Basic Overview

Managing users/user roles: Configuration > Users > Create/edit 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 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.
  • 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 trash bin icon, deletes the role, but shows a confirmation 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