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en:2.0:rollen-_und_benutzerrechteverwaltung [2024/11/09 10:36] – [Permissions] fasseen:2.0:rollen-_und_benutzerrechteverwaltung [2024/11/29 19:20] (current) – [Properties] greno
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 ===== What are roles ? ===== ===== What are roles ? =====
  
-Besides [[en:2.0:profile|member profiles]], roles are the central element of Admidio. With the help of roles you can map the structure of your organization, group or club to Admidio. A role can have different functions. Roles can be used to group members. They can be divisions, such as soccer or yoga, but also a position in the club, such as the board or the cashier. Also single events, like camps or barbecues, can be defined as roles and so the participating members can be grouped. Later you can assign the different roles to each person you have created, but also remove them again.+Besides [[en:2.0:profile|member profiles]], roles are the central element of Admidio. With the help of roles you can map the structure of your organization, group or club to Admidio. A role can have different functions. Roles can be used to group members. They can be divisions, such as soccer or yoga, but also a position in the club, such as the board or the cashier. Also single events, like camps or barbecues, can be defined as roles and so the participating members can be grouped. Later you can [[en:2.0:rollenmitgliedschaft|assign the different roles]] to each person you have created, but also remove them again.
  
 In addition to structuring your organization, you can also set the appropriate permissions via the roles. You can configure the [[en:2.0:profile#when_can_I_view_a_profile|access to profiles]] of your members. Permissions of role members for other Admidio modules can also be stored per role. Also the setting who is allowed to send messages to the members of this role can be defined per role. In addition to structuring your organization, you can also set the appropriate permissions via the roles. You can configure the [[en:2.0:profile#when_can_I_view_a_profile|access to profiles]] of your members. Permissions of role members for other Admidio modules can also be stored per role. Also the setting who is allowed to send messages to the members of this role can be defined per role.
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 ===== What are the advantages of roles ? ===== ===== What are the advantages of roles ? =====
-Besides mapping your organization and assigning members to the different roles, a big advantage of roles is the output of member lists. These can be created and edited in **Roles and Groups** via the menu item **Configure lists**. You can assign any profile fields to a list and then make it available for you or as an administrator for all logged in users. The list configuration can be applied to each role and allows you to export the data as a file in *.xlsx, *.ods, *.csv or PDF format.+Besides mapping your organization and assigning members to the different roles, a big advantage of roles is the output of member lists. These can be created and edited in **Groups & Roles** via the menu item **Configure lists**. You can assign any profile fields to a list and then make it available for you or as an administrator for all logged in users. The list configuration can be applied to each role and allows you to export the data as a file in *.xlsx, *.ods, *.csv or PDF format.
  
 Another important feature of the roles is to assign different rights. This starts with the right to create, edit or delete entries in various Admidio modules. Furthermore, rights can be assigned to view and edit member profiles. Finally, the right can also be assigned to create additional roles, edit or assign members to individual roles. Another important feature of the roles is to assign different rights. This starts with the right to create, edit or delete entries in various Admidio modules. Furthermore, rights can be assigned to view and edit member profiles. Finally, the right can also be assigned to create additional roles, edit or assign members to individual roles.
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 ==== Properties ==== ==== Properties ====
-The properties define who is allowed to send **emails** to this role. By default, all **logged in users** are always allowed to do this. However, you can also specify that only **role members**, **visitors to the website** or **none** can do this. Always choose only the necessary setting here. Visitors should usually only contact the administrator or the board.\\ \\ +The properties define who is allowed to send **e-mails** to this role. By default, all **logged in users** are always allowed to do this. However, you can also specify that only **role members**, **visitors to the website** or **Nobody** can do this. Always choose only the necessary setting here. Visitors should usually only contact the administrator or the board.\\ \\ 
 The property **View Role Memberships** determines who has the right to view the [[en:2.0:rollenmitgliedschaft|role membership]] for this role. This is normally set to **Role Members**, but can also be disabled by selecting **Nobody**. It is possible that only the **leaders** of this role or that all **Logged-in users** can view the role members. Users who have the right to view the membership can call up lists of roles and then view the first names and surnames of the role members. Other fields are not visible at first, even if they are stored in the list. If a user is allowed to call up a profile, he or she will also view the role membership in the profile. \\ \\  The property **View Role Memberships** determines who has the right to view the [[en:2.0:rollenmitgliedschaft|role membership]] for this role. This is normally set to **Role Members**, but can also be disabled by selecting **Nobody**. It is possible that only the **leaders** of this role or that all **Logged-in users** can view the role members. Users who have the right to view the membership can call up lists of roles and then view the first names and surnames of the role members. Other fields are not visible at first, even if they are stored in the list. If a user is allowed to call up a profile, he or she will also view the role membership in the profile. \\ \\ 
 The property **View profiles of role members** enables the user to call up the profiles of all role members and to view the complete lists with all profile fields for the role. Again, there is a choice of **Nobody**, **Role Members**, **Leaders** or **Logged-in Users**.\\ \\  The property **View profiles of role members** enables the user to call up the profiles of all role members and to view the complete lists with all profile fields for the role. Again, there is a choice of **Nobody**, **Role Members**, **Leaders** or **Logged-in Users**.\\ \\ 
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 ==== Appointments / Meetings ==== ==== Appointments / Meetings ====
-The appointment settings are optional and should only be filled if needed. Here you can define dates for regular meetings. These appear at the moment only in the list overview and are not yet automatically entered into the appointment module.\\ +The appointment settings are optional and should only be filled if needed. Here you can define dates for regular meetings. These appear at the moment only in the list overview and are not yet automatically entered into the [[en:2.0:events|events]].\\ 
 {{:en:2.0:roles:new-role-appointments.png?400|appointments / meetings}} {{:en:2.0:roles:new-role-appointments.png?400|appointments / meetings}}
  
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 ===== What are active and inactive roles ? ===== ===== What are active and inactive roles ? =====
  
-Newly created roles are active and visible. You can assign new members to these roles and assign rights, which are then also immediately applied. +Newly created roles are active and visible. You can [[en:2.0:rollenmitgliedschaft|assign new members to these roles]] and assign rights, which are then also immediately applied. 
  
 If a role is actually no longer valid, for example because a team has disbanded, or the event of the role is in the past, you do not necessarily want to delete the role directly. You may want to be able to see later who was a member of this role, or invite by e-mail to an alumni meeting of the role members. But the role should not appear in selection lists and the members should not get any rights through this role. You can make such a role an **inactive role** by clicking the **deactivate role** icon in the role overview. The assignment of the members remains, they can still have a valid membership within the role, but all rights of this role are removed and the visibility of the role is strongly limited. If a role is actually no longer valid, for example because a team has disbanded, or the event of the role is in the past, you do not necessarily want to delete the role directly. You may want to be able to see later who was a member of this role, or invite by e-mail to an alumni meeting of the role members. But the role should not appear in selection lists and the members should not get any rights through this role. You can make such a role an **inactive role** by clicking the **deactivate role** icon in the role overview. The assignment of the members remains, they can still have a valid membership within the role, but all rights of this role are removed and the visibility of the role is strongly limited.
  • en/2.0/rollen-_und_benutzerrechteverwaltung.1731144978.txt.gz
  • Last modified: 2024/11/09 10:36
  • by fasse