Create a role
Only administrators can manage account roles.
To add a new role, click the Administration button in the top right corner of the platform. This button is not accessible to non-administrator users.
In the Roles tab, click on " Add a role ".
Next, configure the role being created.
Define the role name .
Define the themes accessible to users who will hold this role.
Users will only be notified for the selected themes. Users will only see requests for the selected themes in their account. They will not be able to respond to requests for themes they have not selected.
In your interface, when you create a role, the documents currently requested by organizations linked to your institution are displayed in each theme. This can help you understand the content of each theme. If new documents are requested in the future by these organizations, they will be visible in the relevant theme: the request lists for each theme update automatically.
For example, for a "Finance" role, I only want to grant access to finance-related topics. I don't want the user with the "Finance" role to be able to respond to other requests concerning sustainable development, cybersecurity, or human rights. Therefore, I select the "Financial Capacity," "Bank Details," and "Economic Dependency" topics.
Define the permissions that will be given to users holding this role.
The "View" permission will allow the user to see the requests and responses for the selected topics.
The Edit permission will allow the user to respond to requests and update responses for selected topics.
If you wish, you can assign users to this role by clicking "Attach users". You can also save your role without adding users and add them later.
Click the Create a role button in the top right corner of the screen to save your new role.
