Roles on portals

Creating and managing custom roles within a portal

Shokoufeh Moradi avatar
Written by Shokoufeh Moradi
Updated over a week 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.

Creating a role

To create a role for 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.

Riipen provides default roles for portals which cannot be modified. You will always see this in your roles list and all users who join your portal will by default be placed into one of these roles.

Now simply fill in the form providing a role name and the permissions you wish to apply. Available permissions are:

Name

Description

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 learners of the portal

Notifications

The ability to receive notifications sent to the portal

Portal Pass Invites

The ability to create portal passes, but not manage them.

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

Roles

The ability to create and update custom roles for the portal

Now simply click "Submit" to finish creating your role.

Editing a role

To create a role for 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 the role you wish to edit

  4. Click on the "Edit" button

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

Editing a role with 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 for 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 the role you wish to edit

  4. Click on the "Delete" button

Did this answer your question?