Security within Evanced's new core applications (SignUp, Spaces, and D!BS), 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 Frequently Asked Questions: Managing Security.
To review default roles/permissions, please see Default Security Roles.
Note: This security update does not affect our classic products such as Events and Room Reserve.
Global
BrainHQ
D!BS
SignUp
Spaces
Permissions marked with an asterisk (*) are "Cross-Location" permissions and enable the user to perform the associated action for any location.
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
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 |
Copy Event | copy an existing event (note this permission requires the Create Event permission) |
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 Event (All) | edit an event |
Edit Event Type | edit the name of an existing event type |
Edit Tag | edit the name of an existing tag |
Edit Template (All) | edit an existing event template |
Publish Event | publish an event to the public calendar |
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 |