System vs team roles

System roles

When adding a new user, a system role needs to be selected for this user.

A system role is a role that allows permissions to every section of District Engage, and is not specific to a team or project, such as permissions to access the dashboard.

The following system roles are available in District Engage:

• Public user

• Internal user

• Admin

• Superadmin

Any system role other than public user is considered an internal user role. Internal user is the default role given to any new user. Additional system roles can be assigned to users or replace this default role. For example only Superadmins will be able to manage user roles and permissions. The majority of users will be granted the system role Internal user and be granted team/project specific permissions when assigned a team role.

Team roles (Department teams, campaign teams, projects)

Team roles allow permissions in a specific context of a department team, campaign team, or project. When a new user is created, this user can be assigned a team role within a specific department team, campaign team or a project.

Within the context of a team or project, either one of the following team roles can be assigned to a user:

• Engagement manager

• Project manager

• Author

• Reviewer

• Moderator

Department teams vs campaign teams

When creating a project, you need to assign this project to a team (department or campaign team), as every project within District Engage is owned by a team.

A department team can own multiple projects. A project can also be part of one or more campaign teams. A campaign team groups projects across different teams. For example project A can be part of department team A, project B is part of department team B. But both project A and B can also be part of campaign team C.

Assigning a project to a campaign team is only optional, while assigning a project team owner is a requirement for creating a project.

Managing roles

District Engage roles and permissions can be managed by Superadmins only.

To edit the roles and permissions:

1. Log in via your District Engage website.

2. In the top right of your screen, click your username, then Dashboard.

3. In the top-level menu, click People. This takes you to the People Overview screen.

4. In the left-hand menu, click Roles. This gives you a list overview of all system and team roles set up in District Engage.

5. Select which role you'd like to edit from the list.

6. Click on the ellipsis button to show more options for a role. Click Edit.

7. You will be able to edit the role name, role type (System role or Team role), and update the permissions according to different permission groups.

8. When you’re finished, click Save.

Permission groups

User permissions have been structured into permission groups.

Most of these permission groups are fairly self-explanatory and clearly described on the role page. Other permission groups might need further clarification:

Permission terminology

Clarification of terminology used in the Permissions section: