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.

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"

 

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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

1.  From the sidebar menu, Select People, which will open a dropdown
2. In the dropdown, select User Roles
3. In the new page, click the add role icon ( + icon)
4. 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

1.  From the sidebar menu, Select People, which will open a dropdown
2. In the dropdown, select User Roles
3. In the new page, click an edit icon (edit icon) in the desired row
4. 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