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Coaching group settings - Back-office

  • Updated

After opening the Coaching group settings and opening the "Back-office" tab, you will enter a screen for managing the rights of back-office roles.

The screen is divided into 3 blocks: managing the roles, managing persons linked to the roles, and managing individual settings per person. When initially using for a new group, you first set the rights per role for a group, then select the people who have these rights and who the main administrator or coordinator is, and then make any exceptions to the standard roles for specific users.

We will explain how to do this step by step.

 

Managing the roles

In the table at the top left, you can set up which role has which rights. You do this by checking certain rights under each role. The check mark directly under the role works as a 'select all' function for all underlying rights to speed up the management of rights.
 
Backoffice rollen beheren
 
Each change to rights has a direct effect on all standard roles that are already linked, but not on individual settings that have already been created.
 
For more information on what these rights mean, click here. (this page is only available for logged in Zendesk users)
 

Linking persons to roles

The table on the top right allows you to link people to a role, the rights assigned to a role in the left table are then linked to people with that role.
 
Personen koppelen aan rol

You do this action per role, where you choose one or more people for that role. To remove the role, click on the cross next to the person's name that shows up after adding the person.

In the Lead roles tab you can link one person as lead administrator and one person as lead coordinator. These people are shown as administrator and coordinator in the dossiers and used for mail merge fields of this role.

The role lead administrator is mandatory and is linked by default to the person who created the group. lead coordinator is not mandatory. This is why the person with lead administrator can no longer be removed as administrator until he or she has been replaced, but the person with lead coordinator can be removed immediately.

 

Individual settings

The individual setting is the 3rd block of the screen and allows you to add an exception that can change a person's rights compared to the standard settings.
 
Individuele instellingen
 

If a person is added here, you must first indicate on the basis of which roles you want to give the person an exception. This determines with which role the person presents themselves to the dossier for activities. In addition, the rights are automatically filled in with the rights as they are currently filled in for the role.

From that moment on, the person has an individual setting. This means that you can adjust the rights for this user only. This also means that changes to the rights of standard roles are no longer implemented for this person. Each individual setting gets its own line in which you can see the roles and all selected rights. To remove the line, click on the cross next to the name.

After choosing a role for someone with an individual setting, the name of that person appears at the top right of the screen with the linked persons to the role. There is an asterisk behind the name to indicate that this person has his own individual settings. Below is an example of what this looks like.

 
 
This person can be set as main administrator or main coordinator. If you then add or remove a role to someone with individual settings, the file rights of that person will also be added or removed at the individual setting. This action has no effect on the selected exception.
 

Change log

Actions for managing rights and roles in this screen are logged. This change log is visible via the button in the top right corner of the screen.

This log tracks all changes in this screen. This means the following are logged:

  • Changes to who is linked to a role, including main administrator and main coordinator.
  • Changes to the rights of the roles.
  • Changes to the rights of individual exceptions (including which roles are linked to the exception).
  • When creating a new group, the creation of the default rights is logged.
  • When copying a group, the rights are inherited from the source group and logged.

Each line indicates the type of change. For changes to rights, you must expand the line to see exactly which rights have been modified. This log has been kept since release 29.2.

 

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