Role Permission Examples

Example of a Low-Level Access Role

Tick these options in the role permissions section when creating a new role with low-level access:

Search people permission
This allows the user to search and find:

• Their own profile and household members or organisation
• Part of a group they are a full member or admin on
• Name and contact details
• Custom fields on the profile page (no tabs/sections)
• Group names they are in, including photos

Editing / Updating their Own Contact Details
This allows the user to:

• See the same details above
• Edit the contact details
• Edit the visible custom fields of their household members

Limiting Access (Directory) Online Directory
This is a “limiting” permission. This allows the user to:

• Only see the fields marked ‘visible’ (with a green dot)
• Can see name, phone numbers, email address, home/postal address
• All other tabs and custom fields are hidden

Limit view to just directory settings
This is also a “limiting” permission. This allows the user to:

• Only see the fields marked ‘visible’ (with a green dot)
• “Also applies to those people in groups the user is a full member or administrator of” unsure what this means, check with support

Example of a Mid-Level Access Role

Tick these options in the Role Permissions section when creating a new Role with mid-level access

Groups
A view only member:

• Won’t have any visibility of groups, unless given further permissions

A full member or administrator can:

• Find and access the groups they are a full member of
• See all members including view only members
• Access their profile pages
• If directory settings are selected, then they will only see visible contact details.
• As the Administrator of a group, the user can:
• Add people to the group
• Remove people
• Edit the groups permissions
• Roster the group (needs extra permissions to use rosters)
• Add events to the group page for attendance
• A full member of a group can mark attendance
• Admin of the group must add the event to the group page first

Contacting People via Email
Contact people grants access to the communications functions of infoodle. You can choose what communication tools someone may use for communicating with your contacts.

E.g. if contact people by email is selected, they will have access to the History tab on profiles they can view, and view any emails they have sent (or been given permission to view).

You may want to give other people the permission to see emails others have sent to allow the user to see an email other people have sent when they are not part of the group or household.

Searching and Viewing Events
This permission allows the user to see the events they are part of if:

• The event is a public event and visible on all calendars, or,
• The user is being rostered for an event, or,
• The user is part of a group that has been linked to an event as an organiser, attendee, roster related, or,
• The event is set to ‘visible on the internet’

Home Page Birthday Widget
This allows the user to add a widget to their own homepage or dashboard. This depends on the packages you have purchased and the permissions the user has.

E.g. the user can add the birthday widget and see the people they are connected to who have a birthday within the next week.

Adding a new Sub Group
This permission is independent of the add new primary groups permission. A user can have either one, the other, or both. However, a primary group needs to exist before sub group can be added to it.

Running Reports
In order for a user to have access to any of the reporting features, they need to be given this permission.