There are four default roles in Simply Stakeholders:
- Administrator - Complete access, including the admin menu. Access to this role should be limited to key staff members who will be responsible for the initial configuration and on-going site maintenance.
- Project User - Read/write/delete access, should be assigned to general users; includes limited access to the Admin Menu
- User without delete – Limited access to read and edit data only. The User can add data but cannot delete content.
- Read-only - Very limited access, intended to be used by third party staff who may need to be linked to records or assigned follow-up tasks
Custom Roles
Administrators have the ability to create custom roles for each or all of the projects. For example, a role can be created for a User who requires Administrator access in one project, and Read-only access in another project. Please note that Confidentiality levels must be created first in a separate setting before it can be assigned to a role.
- Navigate to the Admin menu
- Click on Roles, located in the Users & Roles column
- Click on the + icon to add a new role.
- Name the role, and tick the relevant access levels for each project/s and save.
Project Specific Administrator Role
Project specific Administrator Roles can be created in multi-project accounts. This will give the assigned User access to all the Administrator functions in the assigned project. If a User is given a Project Specific Administrator Role, the default roles will be automatically deactivated. To create a Project Specific Administrator Role;
- Navigate to the Admin menu
- Click on Roles, located in the Users & Roles column
- Click on the + icon and Add a new role
- Input the Role Name and assign Admin access to the specific Project
- Click Save
- Navigate to Users, assign the role to the relevant User
