How to: Manage permissions and roles

Permissions represent different actions that can be performed on the community, and it's possible to configure or restrict who can perform these actions.

Configuration

To configure a permission, start by searching for it to modify.

All permissions have a default state, and it's important to know it before modifying.

There are two possible default states:

• No one has the permission

• A group of users (which can be everyone) has the permission by default

Search by the permission name

To update a permission, click on “Add”.

Here, you are modifying the permission: "Post a metaposts".

Then the different configurations are:

• Name: It is possible to give a name to the configuration to differentiate it easily or you can keep the default name of the permission.
• Grant or deny: Choose to grant or deny the permission. By default, the configuration is set to allow (GRANT).
• Targeting a role or a status?: Choose a role or a status to apply the desired configuration.
• Targeting one channel or all channels?: Choose the channel to apply the desired configuration.

Finally, it is possible to set conditions to unlock the chosen configuration.

The list of conditions and their definitions is the same as conditions for missions (e.i members of posted X times can unlock the permission).

Editing and Deletion

Editing

It is possible to edit or delete previously created permissions. To do this, simply click on the “Edit” or “Delete” button:

As of August 2023, it is possible to edit: the name and conditions only.

It is not possible to edit the associated channels, roles, or statuses yet; this is a future enhancement.

Deletion

Attention: if a permission is deleted, the configuration is lost, and it is possible to create it again.

Roles

Roles can have multiple uses in the community:

• Give permissions to a group of users AND/OR
• Share with other users the specific role that a group of users can have, such as Community Manager, Admin, etc.

On this page, it is possible to configure roles: create them, choose to whom to give them, and manage "roles requestable" requests.

Creating a Role

To create a role, click on the "Add a role" button in the upper right corner.

Then choose:

• Name: the name of the role you want to give
• Icon image: the image associated with the role if you want to display it next to the user's name
• Description: the role's description is displayed only in the email for now (August 2023)
• Role is requestable: If this toggle is selected, then the user can request the role from their account in the profile. Therefore, "role is hidden on profile" must be unchecked, or else the user cannot apply for the role.
• Role is hidden on profile: If the toggle is selected, then it means that the role is not visible in the role section of the profile.
  
• Owners are featured: If this toggle is selected, then the role is either spelled out in full or the previously chosen icon is displayed next to the user's name.
  
• Add a condition: Allows adding conditions that would automatically give the role to users who meet them.
• Add a permission: Allows giving specific permissions to users with this role.

When all mandatory elements are filled in, the "create this role" button is clickable.

Applying for requestable roles

Users can apply for roles directly from their account profiles if the roles are marked as requestable. To view the list of users who have applied, simply click on "Request for Role" in the menu.

Creating a Role Request Channel

You can create a channel where users can request specific roles to gain access. Here’s how to set it up:

1. Go to the "Config" Tab
2. Navigate to "Permissions & Roles"
3. Click on the "Roles" tab, then select "+ Add a Role"
4. Fill in the required fields
5. Disable the toggle for "Role is Hidden on Profile"
6. Enable the toggle for "Role is Requestable"
7. Click on "Add a Permission"
8. Under Permission Type, select "Access to Channel" from the dropdown menu
9. For "Permission or Deny?", choose "Permission"
10. In the next field, select the specific channel you want to restrict.

When users view the channel in the menu, it can be either visible or limited

Once a user’s role request is approved, they will be granted access to the channel.

Giving a Role to a User

Once the role is created, it is possible to give it to users manually or by approving the application if this option is chosen.

Manually

To do this, click on "Give the role to a user."

As of now, there are two options to find a user:

Both methods search for users in our database, so they must have an account beforehand. Choose “Search with email” if you want to be sure that you won’t mismatch users in the case that there are several users with the same nickname.

Role Requestable

If the role is Requestable, the user must apply to have it. To see the list of users who have applied, click on "request for role" in the menu and click on "Give a role" to grant it or "Deny" to refuse to give it.

View and Edit Users with a Role

To see the list of users in a specific role, scroll down to the "users with this role" section.

From this section, it is easy to remove a user from a role by clicking on the cross next to the name.

List of Permissions

All existing permissions are listed below: