Knowledge base
Getting started

Assign roles to your officers and editors

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Getting started

Assign roles to your officers and editors

Control what each person in your organisation can see and do by assigning them one or more roles. Changes take effect as soon as they next use the system.

— Before you start
  • You are signed in as an administrator of the organisation whose members you want to manage.
  • The person you want to update has already been invited to the organisation — they must already have at least one membership row for that organisation.
  • You cannot change your own roles — another administrator must do that for you.

Step by step

  1. Go to the Users list

    Navigate to the Users section, found under the Accounts group in the left-hand navigation. This group is shown when no tenant is selected (operator view). You can also reach it directly at the admin users collection address at /admin/collections/users.

  2. Find and open the person's account

    The list shows your own account plus every person who belongs to an organisation you administer. Search by first name, last name or email address, then click the person's row to open their full record.

  3. Find the organisation memberships section on their record

    Scroll down to the tenantMemberships section. This is a list of rows, one per organisation the person belongs to. Each row shows which organisation it is for and a roles field alongside it. Locate the row for your organisation.

  4. Choose the roles you want to assign

    Click the roles field on the correct membership row. The selector fetches your organisation's kind and uses that kind's role labels, so the on-screen labels match your organisation's structure while the underlying role slugs remain the same across the platform. Select every role this person should hold. You can assign more than one.

  5. Save the record

    Press Save. The system writes the updated roles to the person's membership row for your organisation while leaving their memberships in any other organisations untouched. Only role values the platform recognises as valid are accepted.

  6. The system checks the change is permitted

    Access control confirms you are an administrator of the relevant organisation before allowing the write. The change is recorded in your organisation's audit trail.

  7. Confirm the new roles are in place

    The updated roles apply immediately on the person's next request or after their session refreshes. They will see only the navigation items and collections their new roles permit.

What happens next

The person's membership record for your organisation now carries the new set of role slugs. Every access check across every collection in the platform resolves against these roles from that point on, so they gain or lose access to sections of the admin without any further action needed from you.

The change is written to the audit trail for your organisation, so you have a record of what was changed and when.

Good to know

Role labels in the selector are tailored to your organisation's kind, so the on-screen titles match your organisation's structure, but the underlying role slugs are the same across the platform. This means a person can hold different roles in different organisations simultaneously and each is managed independently.

You cannot alter your own roles. If your own access level needs to change, a fellow administrator must make that update on your behalf.

— About Daviah

Daviah — Give your officers, editors and committee members the right level of access in your organisation's admin panel.

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