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.

  3. In the Main tab, and using the following table as a reference, make selections for those features to which the role has access. Yellow shading appears for those fields whose selections you change.

  4. In the Dashboard tab, make selections to configure the role’s dashboard.

  5. In the Advanced tab, make selections for security settings.

  6. In the Content Templates tab, make selections for content templates. For detailed information about content templates, see Content Templates.

  7. Click Save.

Field Description
Main tab
Name Name of role.
Global Content Forms Customized content forms available to this role. For information about creating custom content forms, see Custom Content Edit Forms.
Site Specific Content Forms Site-specific content forms available to this role. For information about creating custom content forms, 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

Appearance of common content widget for all users with this role.

None—Role sees the system-wide common-content widget.

Set—Designs the appearance of the role’s common content widget. For details, see Common Content.

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.