Roles are used throughout PYLI to organize who has access to what parts of the application.
Here’s how roles work:
- You can create an unlimited number of roles
- Each role has a list of permissions attached to it. For example, a role titled “Treasurer” could have all of the billing.admin permissions attached.
- You can then attach these roles to any user. Each user can have an unlimited number of roles attached to their profile which will give them access to all of the permissions attached to those roles.
- When a new election occurs, you can simply remove/add roles to the new users who were elected, giving them access to everything they need to do their job.
- Just like with how IT departments typically work in the real world, It’s always a good idea to give a few people the ability to assign these roles, without actually giving them access to the actual items they are assigning. We’ve seen many chapters create a “tech chair” or “web chair” role for this, and/or sometimes also give the power to the scribe and regent, or even to everyone on the EC.
Get started with adding roles yourself:
- In PYLI, go to the Admin module on the left side bar
- Select the Users & Permissions option
- Navigate to the “Roles” tab at the top
- Add a new role, giving it a name, for example: “treasurer” or “regent”
- Select the specific permissions you would like the new role to have, such as “billing.admin.balances.view” and more
- Changes are saved automatically
- Your new role is ready to be assigned.
Then when you are ready to attach a role to a user:
- In PYLI, go to the Admin module on the left side bar
- Select the Users & Permissions option
- Navigate to the “Users” tab at the top (typically selected already by default)
- Find the user you would like to add or remove the role from in the list and select “Manage User”
- You should now see a box to add roles that autocompletes as you type.
- Once added, click “Save User Permissions”
- Any roles added here will give this user access to its corresponding permissions.
If you need any further assistance with configuring these roles please don't hesitate to reach out to us for assistance.