How to provide staff with partial/complete access to the event platform backend?

We recently released the Access Control feature which
prevents staff members (administrator usertype) from accessing the whole
of the event platform backend and allows access to only those s of the backend section which the
staff is assigned to.

So, to let a staff log in and access
the various sections of the platform, you need to log in to the
backend first, create a Role (go to Roles & Access Control), set
permissions for various sections of the platform, and then Save. Now go
to staff’s profile details (in the backend), select the Role you have
just created in Roles & Access Control, and Save.

Your staff can now access all the sections in the Dryfta backend which you have
enabled for that role and just assigned to this staff.

PS. To assign a role to multiple staff, use the Bulk Edit feature. Locate it in the Settings icon on the top right in Contacts section.

PS 1.1. Please make sure you have selected the correct usertype. You can
assign administrator roles to administrator usertype only. Same for
contact usertype. You can assign contact related roles to contact
usertype. One cannot assign administrator roles to contact usertype or
vice-versa.

How to assign custom roles to a user?

  1. Go to Roles & Access Control
  2. Create a custom role, choose a usertype and pages accessible to this role. Save.
  3. Go to Contacts and go to a contact’s detail. The custom roles you created shall be there. Simply enable it for this contact and Save. That’s it.

Please make sure you are assigning the roles to user with the associated usertype only. If you have created a custom role for administrator usertype, you shall see this custom role only for users which are registered as administrators.

So,
for example, if a user’s usertype is contact, only contact-usertype
related roles could be assigned to that user. And if the user’s usertype
is administrator, only administrator-usertype related roles could be
assigned to that user.

 

How to limit access to a content to particular users only?

 

  1. Using Roles & Access Control, create a custom role.
  2. Go to Manage content.
  3. Go
    to a content which you want to be viewed by users
    with this custom role only, and set this content to custom roles. Save.
  4. Return to Roles & Access Control, and choose this content to make it accessible for this custom role.

Now, simply assign this newly created custom role to users to whom you want to make it accessible.

How to allow only specific users to check-in to a session?

Go to Program builder and click on the session which you want to be accessible for check-ins to users with custom role only, set the option “Who can check-in to this session” to custom roles and choose the custom role you just created. Click on Save. See screenshot below.

Now, simply assign this newly created custom role to users to whom you want to allow to be able to check-in to this session.