Managing group permissions

Blank 4/5/2023 13:04 - 4/5/2023 13:04
User Management Fundamentals Security

Roles are an important feature of groups, and allow you to select what members of each group should be able to see and do on your platform.

The available roles are dependent on the applications installed in your account, and roles can be applied in different ways depending on the level of access users require.

To add roles to a group, go to Groups & Users, then Groups, and open the settings for the group you want to edit the permissions for.

Bring up the roles panel for the group by clicking Add roles.

For each role, set the context and add the role.

It is important to understand what the role you are selecting applies to.

Role applies to a website

  • The role is applied to a selected customer facing website.
  • This would be used when you have users who need to see the customer facing website, for example customers.

Role applies to an organisation

  • The role is applied to a selected organisation.
  • This is for users who need to see information for a specific organisation, for example if a client needs to log in on their account and see information for one of their sales reps.

Role applies to their own organisation

  • The role is applied to the logged in user's organisation.
  • This would generally be used for sales reps, who need to view child organisations in their parent territory organisation. 

Role applies to this account

  • The role is applied to the entire Kademi account.
  • This would include users who need access to the Kademi admin account for your site, e.g. administrators, and participants who need permissions to apply within the account, e.g. the sales claim editor role which allows participants to upload sales claims.

In the below example, we are giving the group access to view content on the Reward Store website.

After adding roles, click out of the panel and the group roles will be displayed on the page under Roles.

You can see a summary of roles for a user on their profile page.

Go to Groups & Users, then Users, and click the edit icon next to the user you want to see the roles for.

On the Summary tab, scroll down to see the permissions summary.

The permissions summary gives a clear overview of what the user is able to see and do based on the roles of the groups they are a member of.

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