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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Role Permissions

  • Updated:

This article outlines the permissions that can be added to a role. There are three main access levels for each permission: 

  • Manager: Can create, update, and delete items
  • Developer: Can deploy environments
  • Read Only: Has view-only access

 

Create

create permissions options.

  • Apps: Gives access to applications for your instance
  • App Customization: Allows users to customize app settings and design
  • App Users: Allows users to manage or view app users and SAML configurations
  • Forms: Gives access to Forms for your instance. This permission requires at least Read Only Integrations permissions to set up some submission events, and at least Read Only API Hosting permissions to set up the "Webhook: Hosted API" submission event. 
  • Submission Data: Gives access to Submission Data for forms

  • Data Manager, Approvers, Volunteers: Gives access to the Data Manager, Approvals, and Volunteer configurations

  • Scheduled Tasks: Gives access to create and manage tasks, actions, and groups.

 

Advanced

advanced permission options.

 

Developer

developer permission options.

  • API Hosting: Allows users to manage or view Hosted APIs and deploy environments
  • Web/CDN Hosting: Allows users to manage or view Web/CDN Hosting and deploy environments

 

Administration

administration permission options.

  • Team Members: Gives access to Team Members for the instance
  • Roles: Allows users to manage or view Roles
    Note: We recommend only giving Manager access for this permission to the Owner role.
  • Auditing: Allows users to view Audit records
  • Retention Policies: Allows users to manage or view data retention policies, data manager form selection
    Note: We recommend only giving Manager access for this permission to the Owner role.
  • Billing: Gives access to available billing solutions

 

Resources

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