User Roles
Makerble provides role-based access which means that you can control which users have access to different areas of the platform and the information within those areas.
Overview
There are several User Roles on Makerble:
Organisation roles - Access the Control Panel
Organisation Admin
Project Creator
Organisation Member
Progress Board roles - Add users to a Managed Progress Board
Board Admin
Board Member
Album roles - Albums
Album Manager
Album Member
Project roles - Add and remove colleagues across multiple projects at once
Project Manager
Project Reporter
Project Observer
Event roles - Add workers and managers to several events at once
Event Manager
Event Worker
Access levels to a contact
Post Updates access
Profile only access
Headline only access
No acces
Advanced roles
Contact with Participation Access (i.e. a Participating Contact) - Participant Credits
Survey Portal - Client Access White label Surveys Portals
Organisation and Project level Roles
3 generic role levels
Different types of Role on Makerble | What the role is called at the Charity-level (Organisation) | What the role is called at the Project-level |
---|---|---|
Editor | Organisation Admin (back-end title: Charity Editor) | Project Manager (back-end title: Project Editor) |
Reporter | Project Creator (back-end title: Charity Reporter) | Project Reporter (back-end title: Project Reporter) |
Observer | Organisation Member (back-end title: Charity Observer) | Project Observer (back-end title: Project Observer) |
How to assign roles
User Roles can be assigned from two places:
Manage Colleagues page: allows Organisation Admins to add/remove roles for each user at a Project-level and/or at the Organisation-level. The exception here is that if ‘Redacted Access' is turned 'on’, then only a Project Manager can add an existing or new users to a project from Edit Project page.
Edit Project page: allows Project Managers and Organisation Admins to add/remove roles for users for that specific project
Compare the roles
Organisation Admins have the highest role within an organisation. There is no limit on the number of users to whom you can assign the Organisation Admin role.
| Create projects | Create contacts | Manage charity-level Preferences | Manage users' charity-level roles | Manage users' project-level roles |
---|---|---|---|---|---|
Organisation Admins (Charity Editors) | yes | Depends on settings in Charity Preferences | yes | yes | yes |
Project Creators (Charity Reporters) | yes | Depends on settings in Charity Preferences | no | no | no |
Organisation Members (Charity Observers) | no | Depends on settings in Charity Preferences | no | no | no |
Project Managers (Project Editors) | no | Depends on settings in Charity Preferences | no | no | yes |
Project reporters | no | Depends on settings in Charity Preferences | no | no | no |
Project Observers | no | Depends on settings in Charity Preferences | no | no | no |