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Group Roles

Overview

Group roles within the CAG database involve tagging individuals with specific types such as team leaders, volunteers, and more. This tagging system categorises individuals based on their roles and relationships with the organisation, providing clarity to database users about the type of interaction and engagement each individual represents.

Understanding Group Roles

Understanding group roles is essential for effectively managing relationships and responsibilities within an organisation. Group roles define the specific categorisation of individuals based on their roles, responsibilities, and relationships with the organisation. These roles can encompass team leaders, volunteers, and various other categories depending on the organisation's needs. By clearly defining and documenting group roles, organisations establish a structured framework that outlines each group's duties, permissions, and access levels within systems like the CAG database. Understanding group roles not only enhances operational efficiency but also strengthens relationships, fosters collaboration, and ensures that resources are optimally allocated to meet organisational goals and objectives.

Group Roles within the CAG Database include the following information:

Name
 Description Input type Requirement Type
Role Name The name assigned to this role. It provides a descriptive label for the role, aiding in easy recognition. text required
Role Permissions Permissions assigned to this role. These can be selected via the checkboxes. text optional

How to Create a Group Role

Creating a group role within the platform allows administrators to define and manage different roles for groups effectively. Follow the steps below to create a new group role:

  1. Navigate to the System settings page.
  2. Choose Group Roles from the cards.
  3. Press the Add role button, which will open the Create Role pop-up.
  4. Fill in the Group Role Information:
    • Name: Enter the name assigned to this group role (mandatory).
    • Permissions: Select appropriate permissions via the checkboxes available.
  5. Press the Save button.
  6. A new group role has been created and is now visible in the Group Roles Table.

How to Delete a Group Role

Deleting a group role is a straightforward process but should be done with caution as it permanently removes the group role's record from the project. Follow the steps below to delete a group role:

  1. Navigate to the System settings page.
  2. Choose Group Roles from the cards.
  3. Locate the group role you wish to delete in the Group Roles Table.
  4. Press the button in the Actions column, which will open a menu.
  5. Press the Delete option, which will open a confirmation pop-up.
  6. Press Yes, I'm sure to confirm the deletion or choose No, cancel to stop the group role from being deleted.

This structured guide ensures that administrators can efficiently create and manage group roles within the project, enhancing classification and organisation.