16 | Security

This article introduces "User Roles" Settings and how-to Add or edit a User Role.

User roles provide an option to create specific access control profiles that can be assigned to users. The roles have eight privilege flags that can grant access to different back panel features

Prerequisites

To access and edit the "User Roles" setting, the following Role Privileges will need to be enabled

Roles "Roles Maintenance" panel

Privilege Flags: "People"

Roles

Roles are profiles that control access permissions of back-panel features. There is a default user role called Support which will have all privilege flags applied

Adding a Role

To add a New Role, follow these steps after logging in to Myplace Backpanel

From the sidebar menu, Select People, which will open a dropdown
In the dropdown, select User Roles
In the new page, click the add role icon ( + icon)
A role maintenance window will open; at a minimum, to create a New Role, the following information must exist:

Name
At least one Privilege Flag is marked

5.Click Save & Close and the New Role will be added

NOTE: System Setup is disabled, this flag is only applicable for the default role called support

Editing an existing Role

To Edit a Role, follow these steps after logging in to Myplace Backpanel

From the sidebar menu, Select People, which will open a dropdown
In the dropdown, select User Roles
In the new page, click an edit icon (edit icon) in the desired row
As in the above instructions for Adding a New Role, A role maintenance window will open; at a minimum, to create a New Role, the following information must exist:

Name
At least one Privilege Flag is marked

5. Click Save & Close and the existing role will be updated

NOTE: System Setup is disabled, this flag is only applicable for the default role called support

Role Maintenance Window

Settings/Configurations	Description & Information
Name	Name is a required field and is the title for the role
Description	Not a required field. Short informative text to outline the use of the role
Privilege Flags	Privilege Flags are a required field. When a flag is marked it will allow the role access to specific features. The features included in each flag are outlined below: Loyalty Vouchers Gift Certificates Stamp Cards Spin to Win Raffles What's On Promotions Special Events Regular Events Tickets People Members Tiers & Membership Member Profile Users User Roles Our Team Reporting Dashboard Transactions Engage Notifications Enquiries FAQs Survey Notification Settings Email Templates Confirmation SMS Templates System Admin App Config App Layout Company Profile Instruction System Setup (Only applicable to default role, Support) POS Settings Integrations Feature Control Actions Campaigns Journeys Friend Referrals Friend Referral Config Reminders Birthdays Point Ratio and Rewards

Assigning Roles to User

Steps

From the sidebar menu, click People
In the draw dropdown, click Users
Click the edit button for a user
Click Role and select an option
Press Save & Exit

16 | Security | Roles

This article introduces "User Roles" Settings and how-to Add or edit a User Role. User roles provide an option to create specific access control profiles that can be assigned to users.