Custom roles

Information

This feature can be enabled upon request. Please contact us if you would like to use it.

On Cards, you can create custom roles to grant specific permissions to certain users.

Some use cases:

• Create a "Contributor" role that can only create and edit courses, without access to user management or statistics.

• Create a "Statistician" role that can view statistics without being able to edit course content.

• Adapt access to your organization and workflows with ease.

List of custom roles

Custom roles

Create and edit a custom role

When you create a role, you start by giving it a name. You can also provide a description to help you remember the role's purpose.

Once the role is created, you'll see the full list of available permissions, which you can then decide whether to grant or deny to the role:

Edit custom role

Assign a role

Once the role is created and customized, you can associate it with users.

To do this, go to a user's edit page, and you will see the new role appear in the list of available roles:

Selecting custom role on a user

Depending on the permissions assigned, the user will have certain links grayed out (and inaccessible) in the "management" part of Cards.

If you create a custom role without any permissions, the user will be able to access the "management" section but will only be able to view listings (users, training, categories, routines, etc.).

If you wish to completely block access to the management section, use the default "user" role.