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Roles

Creating and managing custom roles within a project

Updated over 7 months ago

Projects can have custom roles set for members who join the project to control which functionality they will have access to. This can be helpful when inviting people such as employees, tutors, or mentors to an project to help with its management.

General

Permissions

The permissions available that can be used in any combination on project roles are:

Name

Description

Feedback

The ability to create feedback authored by the project and respond to feedback received by the project

Match Requests

The ability to read, create, and update match requests for the project

Members

The ability to invite and manage members and Learners of the project

Roles

The ability to create and update custom roles for the project

Teams

The ability to manage teams of learners for the project

How to

Create a role

To create a role for a project:

  1. Navigate to your project.

  2. Click on the "Settings" tab.

  3. Click on "Roles" below the "Members" group of the available settings.

  4. Click on the "New" button.

  5. Fill in the form providing a role name and the permissions you wish to apply.

  6. Click "Submit" to finish creating your role.

Riipen also provides default roles for projects which cannot be modified. You will always see these roles listed and all users who join your project will by default be placed into one of these roles.

Editing a role

To edit a role:

  1. Navigate to your project.

  2. Click on the "Settings" tab.

  3. Click on "Roles" below the "Members" group of the available settings.

  4. Click on the the role you wish to edit.

  5. Click on the "Edit" button.

  6. Make any modifications you wish to and then click "Submit" to finish editing your role.

Editing a role will change the associated permissions for any user which is assigned to that role currently.

Deleting a role

In order to delete a role, you must first migrate all users currently assigned to that role to a different role.

To delete a role:

  1. Navigate to your project.

  2. Click on the "Settings" tab.

  3. Click on "Roles" below the "Members" group of the available settings.

  4. Click on the the role you wish to edit

  5. Click on the "Delete" button

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