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| en:2.0:rollenmitgliedschaft [2015/10/12 17:14] – created thomas-rcv | en:2.0:rollenmitgliedschaft [2023/03/12 16:30] (current) – Translate the new content fasse |
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| ====== Roles membership ====== | ====== Role membership ====== |
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| ===== For which purpose are roles membership helpful? ===== | ===== What are role memberships useful for? ===== |
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| An organization in Admidio is mapped like descripted here:[[http://www.admidio.org/dokuwiki/doku.php?id=en:2.0:rollen-_und_benutzerrechteverwaltung#was_sind_rollen|Roles]] | An organisation is mapped in Admidio via [[http://www.admidio.org/dokuwiki/doku.php?id=de:2.0:rollen-_und_benutzerrechteverwaltung#was_sind_rollen|roles]]. The rights system in Admidio also runs via the same roles. You can therefore create a role for each group or function in your organisation. Now, in order to assign a user in the organisation accordingly or to give him/her the appropriate rights to use Admidio, he/she must become a member of certain roles. |
| Also, permissions are handeld in the Admidio system with the same roles. In order to assign a user in the organization accordingly and to give him the appropriate rights to use Admidio, he must be a member of certain roles. | |
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| ===== Where do I map the roles membership? ===== | ===== Where do I assign role membership? ===== |
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| There are several ways in Admidio to assign user roles. | There are two different ways to assign roles to members in Admidio. This depends on whether you want to assign multiple members to one role or one member to multiple roles. |
| If you want to assign several members to a role so it makes sense to select the role and then click only the users that you want to become a member. This can be done in the administration role. | |
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| {{:de:2.0:documentation:roles:roles_list.png?nolink&500|}}\\ | === Assign a role to several members === |
| | If you want to assign several members to one role, it makes sense to select the role and then only click on the persons who should become members. This can be done in the module **Groups and Roles**.\\ |
| | {{:en:2.0:roles:groups-roles-overview.png?500|groups & roles}}\\ |
| | There the icon {{:en:2.0:icons:add_user.png?24}} below the name of the role can be used to open the assignment dialogue for the role membership. In this dialogue, new members can be added simply by placing a tick in front of their name. It is also possible at this point to assign the member as **leader** to this role. \\ |
| | {{:en:2.0:roles:assign-roles-list.png?500|}} \\ \\ |
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| There can with icon {{:de:2.0:documentation:icons:add.png}}the assignment dialog be called. In this dialog, new members can be easily added by the hook is set in front of their name\\ | === Assign multiple roles to a member === |
| | If you want to maintain multiple role assignments for a particular member, you can do so using the role assignment dialogue in the member's profile. \\ |
| | {{:en:2.0:profile:profile-roles-list.png?500|groups & roles}}\\ |
| | To do this, go to the active roles section in the profile and click on the **Edit** button there.\\ |
| | {{:en:2.0:profile:profile-assign-roles.png?500|groups & roles}}\\ |
| | Now the dialogue for assigning roles to a member opens. In this dialogue you will see a list of all available roles and the current assignment of the member to the roles is already stored. You only have to make changes to the role memberships here. It is also possible to assign the member to a role as **leader**. |
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| {{:de:2.0:documentation:roles:roles_assign.png?nolink&500|}}\\ | ===== Where can I change the assignment period? ===== |
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| * Another possibilty is the list overview. Here you will find all of the roles for which membership lists can be displayed. Also there is the symbol {{:de:2.0:documentation:icons:add.png}} that links to the same assignment dialog. | If you assign a role to a member using the functions described above, the role membership always begins today and ends on 31.12.9999, i.e. in the distant future. However, if you want to enter a role membership now for a later period or change the end of a role membership, you can do this in the profile of the respective member. Here you will find the symbol {{:en:2.0:icons:edit.png?24|}} behind the display of the role membership which then shows the input fields for the beginning and end. After you have entered new data and confirmed the changes with **Ok**, they are immediately visible in the profile. |
| * Should the role assignment to be maintained at a certain member, so this offers itself in the profile. There you can change the menu **Select role memberships** and assign to all available roles on the following dialog or remove.\\ | \\ {{:en:2.0:profile:profile-change-role-assignement.png?500|}} |
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| {{:de:2.0:documentation:roles:profile_assign_roles.png?nolink&500|}} | ===== What is the function of leaders? ===== |
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| ===== Where can I change assignment period? ===== | Leaders are special members of a role. They are visually highlighted in lists and counted separately in the number of participants. In the standard version, they have no further rights than other members of the role. However, leaders can be assigned additional rights via the role configuration. There are various settings for this, which can be set in each role. \\ |
| | {{:en:2.0:roles:leader-rights.png?500|}}\\ \\ |
| If someone assigns a user to a role with functions outlined above, the role membership always starts today and ends on 31.12.9999, with other words in the future. But if you want a role membership now capture or change the end of a membership of a role for a later period, so you can do this in the respective user profile. Here you can see the membership over the icon {{:de:2.0:documentation:icons:edit.png |}} displaying the input fields for the start and end date. After the change has been confirmed, it is immediately visible on Profile | The settings **View role membership** and **View profiles of role members** can be restricted to leaders. In this case only the leaders have access to the profiles of the role members or can see the membership of the other role members at all. |
| | The **Leader** setting can be used to assign additional rights to the leaders: |
| \\{{:de:2.0:documentation:roles:profile_edit_roles.png?500|}}. | * The default setting for roles is **No additional rights**. This only highlights the leaders visually, but they do not have any additional rights themselves. |
| | * With the setting **Assign members** the leaders can add further already existing members to their role. It is not possible to create new users. |
| ===== What rights does leader have? ===== | * If the selection **Edit members** is set, leaders can edit the profile data of all active members of their role. Leaders can also edit the fields that are locked for the user. Profile data of other leaders in the same role can still not be edited. |
| | * With the setting **Assign and edit members** selected, leaders can add or remove other existing members from their role, as well as edit the profile data of the role members. This is a very extensive right, as it makes it possible to assign all members to the role and thus edit their data. |
| Leaders are special participants of a role. They are highlighted in lists and counted separately in the number of subscribers. Additional rights can be assigned on the role configuration. In the role configuration has its own selection for the leaders. \\ | |
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| {{:de:2.0:documentation:roles:leader_rights.png?600|}}\\ | |
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| * The default is **No additional rights**. Thus, the leaders are only highlighted, but themselves have no additional rights. | |
| * With setting **Assign Members** they can add to their role more existing members. It is not possible to create new users. | |
| * When selecting ** Edit members **, so managers can edit the profile data of all active members of their role. Leaders have the possibility to edit the fields that are locked for the user. Profile data from other leaders in the same role can still not be edited. | |
| * In the selected setting ** Assign and edit members ** leaders can assign more existing members assign or remove of their role, as well as edit the profile data of the role members. This is a very far-reaching permission, since it is thereby possible to assign all members of the role, and thus edit their data. | |
