AccuCampus How to create roles and associate permissions?

AccuCampus How to create roles and associate permissions?

INTRO

In AccuCampus all users must have at least 1 role, each role is configured with permissions to perform actions in the system, therefor creating roles and assigning the proper permissions is a very important process in the system, in this article we describe how to do this in very simple steps.

STEP BY STEP

1-What are roles? 

A role is a group or set of actions/permissions that can be assigned to certain types of users in AccuCampus, some types of users could be for example administrators, tutors, or instructors and we can be very detailed on such types of users for example by using their locations or the work that they do, such as "Math Instructors in Building A".
The number of roles that we create will depend on how many types of users that we have and the similarities between the permissions that they will require from AccuCampus, for example, if we have 5 tutors and they all require to do X, Y, and Z actions/permissions then we can have a "Tutor Role" with access to those 3 permissions, then we can associate this role with those 5 tutors, however, if from the 5 tutors some of them will have additional access to a fourth action that we can call "W" then we will need to create another role which includes that fourth permission to provide it to those tutors that need it.
After we have study the roles that we need and what permissions each role will have we need to create them in AccuCampus, 

2-To access the Roles screen in AccuCampus click on  Advanced Options--> Settings --> User Roles:




In the list of roles, we can perform several actions:
-See basic information such as name.
-Delete  a role as needed by clicking the Delete button.
-See details/edit a role clicking in the name.
-Create a new one by clicking  in "Create Role",  both pages for editing or to create a new role look similar:


3-Assigning permissions to a role.

After clicking "Create New" (or clicking on the name of an existing role) you will see a section to set basic information such as Title, Description and select what other roles this role will have a view and edit access.  Then underneath there will be a long list of "features policies" which are packs of permissions, start assigning these packs of permissions such as "Assign Action Item" as a starting point, then you can scroll down to the "Actions Policies" where you can refine the selection by activating/deactivating specific permissions from the packs we selected earlier such as "View an Action Item", evaluate carefully each permission and provide only the least permissions that a type of user needs, a good practice is to start with the minimum permissions needed and wait for the users to  request other permissions to evaluate/approve more permissions.

4-Auditing the permissions. 

It is very important to audit the permissions granted to the different roles after we create them and also randomly so as to check that there are no extra permissions that could cause damage or improper use of some features in AccuCampus, or that some permissions are missing and that could also cause problems since some users could be unable to work properly, to do this go to Advanced Options--> Settings --> User Roles and select the "Permission Assessment" Tab.

In this screen, we can choose the allowed/denied actions that specific Users and/or specific Roles have, we can also check who has specific Permissions enabled or not.



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