Creating Roles

Prerequisites: Users require site administrator permissions to complete this task.

Create a role and associate permissions. In other areas of Cartella, users and groups can inherit or be assigned to roles for specific folios, sub-folios, and modules. Users and groups assigned to this role have access to the associated permissions.
To create a role:
  1. Log in to Cartella.
  2. Navigate to Settings > Roles.
  3. Click Create New Role.

    Create Role

    The Create Role view displays.

    Create Role View

  4. Enter a name for the role in the Name field.
  5. Select or clear the following permissions in the Assign Permissions section:
    Is Folio Administrator

    Users assigned this role can:

    • Add, delete, or edit any item in the folio, sub-folio, or module.

    Can Moderate

    Users assigned this role can:

    • Edit or delete module items whether or not they created the content.
    • Approve or reject items created by users with the lowest permission level, Can Create Item.

    Can Create Approved ItemUsers assigned this role can:
    • Create items without the approval of an administrator or moderator.
    Can Create ItemUsers assigned this role can:
    • Create items.
    These items don't display publicly unless the site administrator or a user with moderator-level (e.g., Can Moderate or Is Folio Admin) permission approves the content.
    Roles associate with specific areas of Cartella (e.g., specific folios, sub-folios, and modules). Users and groups assigned to roles only have permissions in the specific area associated with the role.
    If all permissions are cleared, the user assigned to the role can only post comments on site content.
  6. Click Submit.
    Cartella creates the role.