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Roles

Creating and managing custom roles within a portal

Updated over 7 months ago

Portals can have custom roles set for educators who join the portal to control which functionality they will have access to. This can be helpful when inviting people such as executive leaders, administrators, teaching assistants, or mentors to a portal to help with its management.

General

Permissions

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

Permission

Description

Achievements

The ability to create achievements within the portal which users can earn.

Administrate

The ability to update the portal itself.

Experiences

The ability to create experiences within the portal which can then be managed by the same user.

Imports

The ability to perform batch imports of data within the portal.

Match requests

The ability to read, create, and update match requests for any experiences within the portal.

Members

The ability to invite and manage members and students of the portal

Payments

The ability to issue payments to students from your payment provider.

Portal passes

The ability to review, and manage existing portal passes for the portal

Project templates

The ability to create and update project templates for the portal

How to

Create a role

To create a role for educators in a portal:

  1. Click "Settings" below the "Portal" group in the main navigation.

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

  3. Click on the "New" button.

  4. Now simply fill in the form to define your role.

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

Riipen provides default roles for portals which cannot be modified. You will always see this in your roles list.

Edit a role

To edit a role:

  1. Click "Settings" below the "Portal" group in the main navigation.

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

  3. Click on the the role you wish to edit

  4. Click on the "Edit" button

  5. Make any modifications you want to make.

  6. 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.

Delete 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. Click "Settings" below the "Portal" group in the main navigation.

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

  3. Click on the the role you wish to edit

  4. Click on the "Delete" button

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