Managing Security in New Core Applications

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.

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
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

Article ID: 679
Created On: Mon, Nov 16, 2015 at 4:41 PM
Last Updated On: Thu, Aug 25, 2022 at 12:42 AM