Managing Roles

Creating New Roles

Each role has an associated list of permissions to access certain features within Brightspot. For example, administrators typically have access to all sites, tabs, areas, and widgets. Contributors and editors typically have access only to those sites, areas, and controls associated with the content they provide. (For more information about permissions, see Understanding Permissions and Controls.)

  1. From the Navigation Menu, select Admin > Users & Roles. The Roles widgets appears on the left side of the page.

    Users and Roles Widgets

    ../../../_images/users-roles-widget.png
  2. In the Roles widget, click New Tool Role. The New Tool Role widget appears.

    ../../../_images/new-tool-role.png
  3. Using the table Role Settings as a reference, enter settings for the role.

  4. Click Save.

Role Settings
Field Description
Main tab
Name Name of role.
Sites Sites Control for setting sites to which the role has access.
Areas Areas Control for setting role access to Admin menu options.
UI UI Control for setting role access to content and field locking.
Types Types Control for setting role access to content types.
Site Specific Permissions Control for setting site-specific-permissions on a site to which the role has access. Site-specific permissions override the role’s global permissions for the site.
Content Templates
Global Defaults List of Default Templates with which role is associated.
Global Extras List of Extra Templates with which role is associated.
Site Specific Defaults Overrides default templates for individual sites to which the role has access.
Site Specific Extras Overrides default templates for individual sites to which the role has access.
Dashboard tab
Dashboard

Settings for role’s dashboard.

None—Role sees the system-wide default dashboard.

One Off—Role can create a customized dashboard. For details, see Working with One-off Dashboards.

Shared—Role has access to shared dashboards. For details, see Working with Shared Dashboards.

For more information about dashboards, see Dashboard.

Common Content Settings

List of content types and content items appearing in this role’s Quick Start widget.

None—Role sees the system-wide Quick Start widget.

Set—Role sees the specified content types in the Quick Start widget. Role also sees existing content items if any are specified in the Edit Existing Contents field.

If you specify a content type to which the role has no access — as set in the Types Control — then that content type does not appear in the Quick Start widget.

If no content types are specified, then all content types to which the role has access appear in the Quick Start widget.

To add existing content items to the Quick Start widget, click add_circle_outline and use the search panel to retrieve the desired items. For more information about searching for items, see Search.

Advanced tab
Two-factor authentication required

Setting for two-factor authentication to log in to Brightspot.

Default—Setting is the default as set by the administrator.

Required—Two-factor authentication is required for all users with this role.

Not Required—Two-factor authentication is not required for all users with this role.

For more information, see Two Factor Authentication.

Notifications tab
Delivery Options Default delivery options available to this role. For more information, see Delivery Options.
Subscriptions Default subscriptions available to this role. For more information, see Subscriptions and Events.

See also:

Editing Roles

  1. From the Navigation Menu, select Admin > Users & Roles. The Roles widget appears on the left side of the page.
  2. In the Roles widget, click the role you want to edit.
  3. Using table Role Settings as a reference, update the role’s settings as required.
  4. Click Save.

See also:

Setting a Default Role

The default role is the role assigned to new users by default.

  1. From the Navigation Menu, select Admin > Sites & Settings.

  2. In the Sites widget, select Global. The Edit Global widget appears.

  3. Under Main, from the Default Role drop-down list, select the default role.

    ../../../_images/default-role.png
  4. Click Save.

Brightspot saves the default role, and uses it as the default when you create new users.