About Permission Roles
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About Permission Roles

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Article summary

Throughout infoodle, access to any data or area in infoodle is given by permissions.

Permissions are determined via the following:

  1. A login
  2. A set Role
  3. Group permission
  4. Visibility

Permissions are managed by each site themselves. Each site gives users a login. Infoodle recommends logins are not shared in order to maintain individuals privacy.

1. Login

This refers to the user name and password that is used to gain access to the site.

Note:

For more information see Assigning a User a Role & Login

2. Role

Each login is assigned a Role, this allows you to allocate different functions and permissions within infoodle for each user. A role can either give access, or restrict access to a user within infoodle.

Note:

For more information see Adding a New Role and Role information Detail

3. Group permission

Group permissions control how a person can view a group when the user logs in to Infoodle. There are four different levels of permission that a user can have in a group.

  • Administrator
  • Full member
  • View only
  • Past member

Permissions are set when a person is added to a group and can be edited by the group administrator or person with maintain all groups permission in their Role.

Note:

For more information see Group Permissions

4. Visibility

Whenever a note or task has been completed, visibility of it needs to be set for after it has been saved. When any communication is sent out permission needs to be set for who has visibility of the communication in a persons history after the communication has been sent. Visibility is given to:

  1. Just me
  2. A particular group
  3. Anyone
Note:

For more information see: Adding a Note, To Do's - Task Reminders and Contact


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