Kavi Help CenterKavi® Members Help
| Chapter 103. Manage Roles | ||
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Part IX. Kavi Members Super Admin Tools | 
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Table of Contents
The Manage Roles tool is used to view and manage roles, which are used to control access to the organization's Web site.
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.
There are two general categories of roles:
- Application-defined roles
These roles give users access to different Kavi tools. The role description indicates what access each role grants to a user. Roles created automatically by Kavi Members or other applications cannot be edited or deleted, which is why these roles are displayed on the Manage Roles page without Edit or Delete links.
- Custom-defined roles
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Custom roles are often added when creating special protected areas of the web site meant to be used only by a certain group of users. These custom roles can be edited, and can also be deleted, providing the role is not in use.
Note
If the role is in use, the list of available links in the 'Action' field will not include 'Delete' and it will be necessary to use the Manage User Types and Manage Company Types tools to locate and unclick the checkbox for this role in the 'Associated Roles' field, then return to the Manage Roles page and the 'Delete' link will be available.
View existing roles, their origins and descriptions.
Access tools that allow you to edit or delete existing roles.
Access the Add a Role tool to add new custom roles.
View a tabular list of existing roles and access tools to add, edit or delete a role.
The following fields are displayed:
- Role Name
The name assigned to the role.
- Origin
This will be the name of the application that automatically created the role, or 'custom' if it is custom to this site.
- Description
This describes the kind of access granted by this role, specifically the area(s) of the site to which this role provides access.
- Action
If this is a custom role and can be edited or deleted, links to tools to manage this role will be provided in this field.
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| Chapter 102. View Access Configuration |  |
Chapter 104. Add a Role |