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Managing Security in New Core Applications

Security within Evanced's new core applications (SignUp, Spaces, D!BS, and Wandoo Reader), as well as BrainHQ, consists of Users and Roles. Roles are created first and consist of granular permissions. Roles are then are applied to users when new users are created.

Roles are broken down by product. This allows you to grant a user a certain role for each product or no role for specific products if you do not wish to grant the user access to those products. Product-specific permissions are defined in the remainder of this article.

To review frequently asked questions about the new security process, please see the security FAQ.

Note: This security update does not affect our classic products such as Events, Room Reserve, and Summer Reader.

Global
BrainHQ
D!BS
SignUp
Spaces
Wandoo Reader

Permissions marked with an asterisk (*) are "Cross-Location" permissions and enable the user to perform the associated action for any location. 

GLOBAL
Images allows access to the media uploader across all products

 

Add* add a new image
Edit* edit an existing image's details
   
Locations allows access to Settings > Location Setup
Add* create a new location
Delete* remove an existing location (all spaces within the location must be removed first)
Edit* manage an existing location
View Locations/Spaces *     view the list of locations and spaces
   
Patrons allows access to patron records across all products (these only apply to the products for which the account has a role assigned)
Delete* remove the patron from a product
Edit* manage a patron's record in a product
View* view patron records
   
Security allows access to Settings > Security (only the "admin" user can grant these permissions to other users)
Manage Roles* create, edit, or delete roles
Manage Users* create, edit, or delete users
   
Spaces allows access to Settings > Location Setup
Add* create a new space within an existing location
Delete* remove an existing space
Edit* manage an existing space
 

BRAINHQ
Access                                       grants access to the BrainHQ product


D!BS
Reports allows access to report functions
Create Saved Report *     generate a new report and save it with a unique name
Delete Saved Report* remove an existing saved report
Edit Saved Report* manage an existing saved report
Run Report* generate a new report and run it; also allows the running of a saved report
   
Reservations allows access to reservation functions
Cancel Reservation cancel an existing reservation
Create with Override create a new reservation while not being limited to the same restrictions placed on patrons
View Reservation view the details of an existing reservation


SIGNUP
All Locations allows access to branding options including banners and colors for all locations in the system
Edit Branding edit branding settings
View Branding view existing branding settings
   
Attendance allows access to event attendance information
Add Attendance Notes add text to the Notes field on an event's attendance page
Attendance Absence mark a patron as absent from the event
Email Attendees send an email to the list of attendees using your default email client
Transfer Attendance transfer a patron to a different event
Update Attendance add actual attendance figures after the event has passed
Update Status move a patron to and from the main list, waiting list, or cancelled list
View Attendance view the attendance list
   
Events allows access to event functions such as creating, publishing, editing, and deleting
Add Age Group create a new age group
Add Event Type create a new event type
Add Tag create a new tag
Bulk Publish Events publish all unpublished events
Cancel Event (All) cancel an event
Create Event create a new event
Create Event (from Template)      create a new event based on an existing template
Create Template create a new template to use for quickly creating new events
Delete Age Group remove an existing age group
Delete Event (All) remove an event and send it to SignUp's Recycle Bin
Delete Event Type remove an existing event type
Delete Tag remove an existing tag
Delete Template (All) remove a template
Edit Age Group edit the name of an existing age group
Edit Tag edit the name of an existing tag
Restore Recycled Event (All) restore a deleted event from the Recycle Bin
Unpublish Event unpublish a published event
View Recycle Bin view the deleted events inside the Recycle Bin
   
Patrons allows access to change patron "upcoming events" subscription notifications
   
Registration allows access to registration functions
Add Custom Stipulation add a new question which will appear on the registration form
Edit Custom Stipulation edit an existing registration form question (this permission does not exist currently and is planned for a future release)
Group Registration register a group of patrons; a group limit greater than zero must be entered
Register Patron register on behalf of a patron
Registration Override increase the main list or wait list when registering a new patron if that patron would exceed the maximum number of allowed attendees
   
Reports allows access to report functions
Create Saved Report* generate a new report and save it with a unique name
Delete Saved Report* remove an existing saved report
Edit Saved Report* manage an existing saved report
Run Report* generate a new report and run it; also allows the running of a saved report
   
Single Location allows access to branding options including banners and colors for only the location at which the role is assigned


SPACES
Organizations allows access to organization functions
Approve/Deny Organization Relationship     allow or disallow a patron's requested relationship to an organization
Create Organizations*     create a new organization
Delete Organization* remove an existing organization
Edit Organization* manage an existing organization's details
View Organizations* view existing organizations
   
Reports allows access to report functions
Create Saved Report* generate a new report and save it with a unique name
Delete Saved Report* remove an existing saved report
Edit Saved Report* manage an existing saved report
Run Report* generate a new report and run it; also allows the running of a saved report
   
Reservations allows access to reservation functions
Access Recurring create a recurring reservation
Cancel Reservation cancel an existing reservation
Create with Override create a new reservation while not being limited to the same restrictions placed on patrons
Manage Reservations edit, copy, or restore a reservation
Save Payment send payment reminders and apply payments made by the patron
Save Staff Adjustment apply an adjustment to the total cost of a reservation
Update Status approve, deny, or ignore a reservation
 
 

WANDOO READER
Drawings allows access to Random Drawing functions
Delete remove a saved random drawing
Edit manage a saved random drawing
Run run a new or saved random drawing
Save save a new random drawing
   
Logs/Challenges allows access to patron logs and challenges
Add Challenge Entry submit a challenge on behalf of the patron
Add Log add a new log on behalf of the patron
Delete Challenge Entry      remove an existing challenge entry
Delete Log remove an existing log
Edit Challenge Entry manage an existing challenge entry
Edit Log manage an existing log
   
Patron allows access to register a patron in a program
   
Prizes allows access to award prizes to patrons
   
Program allows access to creating and managing programs
Edit Program edit an existing program's details
Manage Program create, copy, reset, and delete a program
   
Reports allows access to report functions
Create Saved Report generate a new report and save it with a unique name
Delete Saved Report remove an existing saved report
Edit Saved Report manage an existing saved report
Run Report generate a new report and run it; also allows the running of a saved report

 

Custom Fields
  • Applicable To: Admin Users
  • Attachments: No
  • Summary: Permissions
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