This knowledge base article provides a step-by-step guide to using permissions management to control access and actions within organizations and communities.
IN THIS ARTICLE
Overview
Managing Permissions as an Org Admin
- Permissions for Organizations and Sub-Organizations
- Reverting Custom Permissions Back to the Defaults
- Identify Sub-Organizations with Custom Permissions
- Permissions for Communities
Managing Permissions as a Community Owner
Understanding Your Permissions
Additional Considerations
Overview
Permission management allows Org Admins and Community Owners to define who can perform specific actions based on their roles. This helps to ensure secure and consistent operations by preventing unauthorized actions. Permissions can be inherited and customized as needed.
The system supports the following permissions:
- Edit Point Earning Rules: Modify how members earn points.
- Award Accolades: Add or remove Accolades on posts, comments, and replies in the community feed.
- Adjust Points: Modify points on posts, comments, replies, or in the Points Report.
- Access Points Report: View the Points Report in Data menu.
Managing Permissions as an Org Admin
Org Admins can configure permissions for organizations, sub-organizations, and communities to ensure proper access control.
Permissions for Organizations and Sub-Organizations
To manage permissions for an organization or sub-organizations, from the global menu go to Organization Settings > Permissions. From there you can modify permissions as needed by clicking Set Custom Permissions. This will create new permissions for this part of the organization.
Reverting Custom Permissions Back to the Defaults
You can revert to the default permissions by clicking Revert to Default Permissions. This will delete any custom permissions and restore the permissions used by the parent organization.
Identify Sub-Organizations with Custom Permissions
A sub-organization with custom permissions that deviate from the default will be listed as such in the page for easy access.
Permissions For Communities
As an Org Admin, you have the ability to assign or revoke permissions for Community Owners and Facilitators in a community. To manage community permissions from the Community Menu go to Settings > Permissions.
Managing Permissions as a Community Owner
New communities automatically copy permissions from their parent organization. As a Community Owner you can manage these permissions to ensure other members have appropriate access.
To manage community permissions, from the Community Menu go to Settings > Permissions. Please note you can only grant permissions you possess. For example, if you lack the Access Points Report permission, you cannot grant it to others.
Understanding Your Permissions
As a Community Owner or Facilitator, you can perform certain administrative actions within a community.
To check which permissions you have according to your role, from the Community Menu go to Settings > Permissions. If you need additional permissions, please contact a user with higher privileges.
Additional Considerations
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Permission Inheritance:
- New organizations and sub-organizations inherit global default permissions unless the parent organization has custom settings, which are then inherited.
- Communities copy the organization’s permissions by default at the time of creation, but can be customized later if needed.
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Restrictions:
- Community Owners and Facilitators cannot modify their own permissions unless they are also Org Admins.
- Revoking a permission from a Community Owner automatically revokes it from Facilitators to preserve hierarchy.
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Permission Limits:
- Community Owners can only grant permissions they have been assigned.
For additional help please feel free to reach Yellowdig Support here.
Audience: This help article is for Instructors, Designers, and Administrators. Students or Learners cannot access these settings.