Permissions: Creating Permission Groups

To create a new permission group in Engaging Networks, you first need to log in as a Super Admin.

Once logged in you can manage permission groups, set content ownership, manage users and tokens via the Account Settings under the “Hello YOURNAME” menu. For the purpose of this document we will be focusing on the Permission Groups tool.

Permission Groups

Permission Groups allow you to set a series of rules which define what a user can see and do within your Engaging Networks dashboard.

To create a new Permission Group, go to Hello YOURNAME > Account Settings > Permission Groups.

Here you will see all of your existing groups. You can edit an existing permission group by clicking on its tile.

To create a new Permission Group click on the Create new group tile.

Once the new group screen loads, fill out some basic information that identifies your group.

Field	Description
Name	This will be your Permission Group’s name. It is good practice to name your Permission Group so it reflects the groups intended purpose. Examples would be “Fundraising Team”, “Advocacy Team”, or “Advocacy Interns”.
Description	Here you can add more detail as to the purpose of the Permission Group. You can even choose to give more detail as to what permissions have been granted or revoked.
Icon	You have the option to change your Permission Group’s icon with one of twelve pre-loaded tile icons.

Permissions

Once you have the basics set up, its time to dive into granting (or revoking) permissions.

Permissions are based on modules and are broken into eight sections, each with their own set of task-based permissions. These eight sections include:

Section	Description
General	General permissions include things like libraries, managing account preferences, accessing libraries and jobs.
Page	Page related permissions including access to particular page types and managing page admin access.
Email	Permissions for email classic broadcasts including building emails, accessing templates and sending broadcasts
Messaging	Permissions for marketing tools broadcasts including building emails and SMS, accessing templates and sending broadcasts
Data management	Permissions for data including supporter record access, report access, and receipting.
Reports	Permissions for accessing some reporting
Data API	Permissions for the data API settings and token access.
Peer to Peer	Permissions for accessing peer-to-peer (legacy only)

Setting Permissions

To set permissions, click on ‘Edit permissions’ that will then display the available permissions for the module you would like to edit. At the top of the section you have the option to grant and revoke all permissions, for this section, in one click.

If you would like to further tailor access for the group, you can go through each permission option and enable or disable what you want the Permission Group to have access to.

To do so, just click on the red “X” next to the permission you would like to enable. It will then turn into a green check mark indicating the permission is enabled.

Some modules, like fundraising or email, will require you to grant task-specific permissions. These will have a red “X” under each specific level of access you are able to grant. These include:

Access level	Description
Organize	Allows users to change the folder location of campaigns, created content, files, etc.
Modify	Allows users to modify existing campaigns, created content, files, etc.
Create	Allows users to crate new campaigns, content, files, etc.
Delete	Allows users to delete existing campaigns, content, files, etc.
View	Allows users to view modules, campaigns, content, files, etc.
Duplicate	Allows users to duplicate existing campaigns, created content, files, etc.

Once you have assigned all permissions for a module, you can click on ‘edit permissions’ again to collapse it and continue to edit settings for other modules. When you have finished setting up your permissions you can click on ‘Save’ to save your changes and stay on the page or ‘Save and Close’, which will return you to the main permission group screen.

Content view

Content View allows a Permission Group access to other groups' or individuals' content within Engaging Networks. By default, Permission Group members only have access to content created by other members of their own permission group.

From the Content View tab, you will see each created Permission Group and its group’s members (the members of the Permission Group you are editing will not be displayed).

To enable Content View, simply check the box next to the group(s) or user name(s) whose content you would like your group to have access to.

When you have finished setting the Content View for your group, you can click on ‘Save’ to save your changes and stay on the page. ‘Save and Close’ will return you to the main Permission Group screen.

Data view

Data View allows you to restrict which supporters records your Permission Group can access within Engaging Networks. It does this by allowing you to filter the data using your default supporter record.

To enable Data View, just check the box and set the field that you would like to base your restriction on and the value.

You can restrict the data on multiple values by separating your entries with a tilde symbol.

When you have finished setting the Data View for your group you can click on ‘Save’ to save your changes and stay on the page or ‘Save and Close’ which will return you to the main Permission Group screen.

Adding Group Members

Now that you have your Permission Group setup it’s time to add users to it. This can be accomplished in two ways.

From the Permission Group create/modify screen
From the user create/modify screen

Permission Group Create/Modify

To add group members when you create/modify your Permission Groups you simply need to expand the user input menu located on the right.

Once expanded, click within the user input field and a list dropdown list of all users in your account will be displayed. This is also a think ahead field, so you can easily filter which users are displayed. Once you locate the user you want to add to the group select them and click “Add user”.

Once you complete adding members to your Permission Group click on ‘Save’ to save your changes and stay on the page or ‘Save and Close’ which will return you to the main permission group screen.

User Create/Modify

To add group members when you create/modify a user you do so by selecting the group name from the dropdown menu and clicking ‘save user’ to save your changes.