Kavi® Members Help

Chapter 104. Add a Role

Table of Contents

Overview
Steps
Related Topics

Overview

The Add a Role tool is used to create new roles specific to this organization in order to provide controlled access to the organization's web site.

Roles

Each role controls access privileges for those areas of the site that are configured to be accessible through this role. This role may be one of several default roles (e.g., 'admin,' 'Editor,' 'superadmin,' etc.), or a role specific to this organization's site (e.g., 'board,' 'steering,' etc).

A role can be associated with one or more Company Types, company administration and contact types, or User Types. When a user is assigned any of these types, the user inherits whatever roles are associated with that type, and in this way gains access permissions for areas of the web site controlled by the role.

For example, the default 'admin' role controls access to the Admin Home page and all admin tool links displayed on that page. If a company administration and contact type of 'Administrator' is defined and associated with the 'admin' role, any users who are assigned the 'Administrator' Company Administration and Contact Type will have access privileges for the Admin Home page and its tool links.

Example of a site-specific role:

  • Role: steering

  • Origin: custom

  • Description: Allows access to the steering committee area

In this example, a custom role of 'steering' is added so that when a steering committee area is created for the site, it can be configured to be accessible only through the 'steering' role. A 'Steering Committee' company or User Type can be defined and associated with the 'steering' role, so that when this type is assigned to steering committee members, they inherit this role and acquire access privileges for the steering committee area of the site.

Important

Protected web site pages require some code-writing skills to establish. Adding a role simply makes it possible to create these areas—it does not actually create any additional web pages. Protected areas can also be created using Kavi Groups without the need to add roles or write code.

Use the Add a Role page to:

Add a custom role, including a textual description of the kind of web site access granted through this role.

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Steps

Add

Provide a name and description for the role you want to add.

Name

The name of the new role. This name must be unique.

It is recommended that role names be all lower-case to help differentiate them from custom access types with similar names. For example, an organization with a steering committee adds a steering committee area to their web site. To provide access to this area, a custom role named 'steering' is added. Then its counterpart, an access type named 'Steering' is added and associated with this role, so that this access type can be assigned to all steering committee members to grant access to the steering committee area.

Description

A textual description of the role and the kind of access it provides.

Done

You've just added a new role!

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