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Roles and Permissions (Basic or Pro) Staff Permissions

Posted: October 20, 2014 at 12:00 pm


Frank Fowler

October 20, 2014 at 12:00 pm

Hello There! I read that your ‘Roles and Permissions Basic Add-on’ plugin allows me to create staff members with different management permissions and capabilities- however I had a question as to how this affects specific filtering of all users.

My Scenario:
-We have an admin who would set up staff members as “district admins”
-The various event registration forms we would set up would be relative to the various Districts (of which we will have 30+).
-Public users would select the district closest to them, and then fill out the appropriate form. From here, I want the district admin associated with that form to receive notification of a new sign up. The associated district admin would then login to the backend and ONLY be able to see this user associated with their specific district
-District admins would only be able to administer and view public user profiles that have signed up to their district.

IE:
-Total districts: 3
-total users: 90 (30 registered for each district)
-District admin #1, when logged in, would only be able to view ‘their’ users 1-30 (not the other 60, as they are associated with the other 2 districts).

Is this possible using the ‘Roles and Permissions Basic Add-on’? Or would this be something the Roles and Permissions Pro Add-on’ accomplish?

Ultimately, I’m hoping that my ‘Staff’ / ‘District Admins’ can login, but only view / administer ‘their’ users (users that have signed up to their specific district).

If so, I am eager to purchase your product and start to configure!


Lorenzo Orlando Caum

  • Support Staff

October 20, 2014 at 1:48 pm

Hi Frank,

The pro version would be a better choice as it allows for regional managers. Take a look at some of the settings and screenshots here and let us know if you have any additional questions:

https://eventespresso.com/wiki/roles-and-permissions-pro-add-on/


Lorenzo


Frank Fowler

October 21, 2014 at 8:13 am

Hey there,

Thanks for the reply. Can you confirm if the pro version would do what I’m after? Specifically, I’m aiming to create ‘staff manager’ roles that would only allow them access to administrate the users that their form creates.

Again, for example:

-I have three staff managers: #1, #2, and #3.
-I also have 3 forms: form1 form2 form3
-I only want Staff Manager #1 to see and manage users who filled out form1, etc. when they log in to the backend of the site (IE: Staff Manager #1 only can see users who registered using form1. Any users entered using form2 and form3 would still be in the system, but not viewable / editable by Staff Manager #1.

Can you please confirm if this is the case? Or is there a way I can potentially try out the pro version for a short period to test this myself?


Lorenzo Orlando Caum

  • Support Staff

October 21, 2014 at 8:20 am

Hi,

If you have Manager a and Manager b, then they will only be able to see their own events. That is, Manager a will not be able to see the events for Manager b and vice versa.

http://cl.ly/image/0Q0B342e2e1T


Lorenzo


Frank Fowler

October 21, 2014 at 8:25 am

Thanks again for this feedback.

To further confirm your point, if Manager A creates ‘Registration Form A’, and users register using this, then Manager B logs in to the backend- Manager B will not be able to view or administer any of the users who filled out Registration Form A?

Lastly, your screenshot indicates “…Staff added by other users will not be visible…” – what exactly are ‘staff members’ as referred to in the image? Are these public users who fill out the membership form? Or staff members added by the event espresso system? Again, I’m hoping it refers to public users who fill out the registration form… please confirm.

Thanks again in advance,


Lorenzo Orlando Caum

  • Support Staff

October 21, 2014 at 1:22 pm

Hi Frank,

It is based on hierarchy.

A regional manager can have a set of event managers under them. A regional manager will be able to view all events and attendees for each event managers.

However, an event manager will not be able to view another event managers events or attendees.

Does that help?


Lorenzo

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