User Manual: Roles and Permissions

Roles and Permissions

• A role is a group of permissions that can be assigned to a user. Permissions define users' authorization levels for read, edit, and delete access to procedures and vocabularies
• The options for permissions in CollectionSpace are None, Read, Write, and Delete
  • None gives a user no access at all to the selected procedure or vocabulary
  • Read allows a user to view but not edit or delete a procedural record or vocabulary term
  • Write allows a user to view and edit but not delete a procedural record or vocabulary term
  • Delete allows a user to view, edit, and delete a procedural record or vocabulary term

• To create a new role, select + Create new
• A blank form will appear
• Fill in at least the role name
• Select the radio buttons that match the desired permission level for each procedure, vocabulary, or administrative area  
• Once all the information is entered, select Save
• The role will appear on the left with all other roles

• To view or edit an existing role, select the role from the list of users on the left side of the screen
• Make any changes to the Name, Description, or Permissions
• Select Save
• NB: You must have Delete permission to Roles to edit a role

• To delete a role, open any existing role and select the delete button at the top of the edit screen
• A confirmation screen will appear
• Select Delete to delete the role or Cancel to return to the edit screen