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 following table as a reference, enter settings for the role.

  4. Click Save.

Field Description
Main tab
Name Name of role.
Global Content Forms Customized content forms available to this role. For more information, see Custom Content Edit Forms.
Site Specific Content Forms Site-specific content forms available to this role. For more information, see Custom Content Edit Forms.
Permissions Role’s permissions associated with a variety of controls. Select all, none, or some for each feature. For an explanation of these controls, see Understanding Permissions and Controls.
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 List of default templates for individual sites with which role is associated.
Site Specific Extras List of extra templates for individual sites with which role is associated.
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

Items appearin in this role’s Quick Start widget.

None—Role sees the system-wide quick-start widget.

Set—Designs the appearance of the role’s quick-start widget. For details, see Quick Start.

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.
Subscriptions Default subscriptions available to this role.

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 the above table, 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 the Main tab, 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.

See also: