User roles help you organize people into groups and assign permissions. These roles are most commonly used for controlling permissions, for automatic space assignment using User Space Assignment Rules , and for workflow approval steps. Top level roles allow you to give Control Panel access to users. Set a user's top level roles to fine-tune access to people and settings management.
You have two options to set a Top Level / Site User Role:
For details on how to automatically assign a Role, please see Personas - Include Actions.
Note: If your Communifire version is 8.0.8532.27993 or higher, persona actions will not override manually assigned user roles. If you are using an earlier version of Communifire, manual role assignments will get overwritten each time the persona is run.
Manual: Individually Assign a User to a Role
To set a user's roles:
To set multiple users' roles:
Note: Each space has its own roles, independent of top level roles, and system permissions are independent of space permissions. To give space permissions to users, you must set their space role in Manage Space. See Manage Space: Set User Space Roles .
You can mass assign roles to existing users by using bulk import. Bulk import provides a way to quickly assign a role to many people at once.
Step 1: Create a CSV file of users
You'll need a CSV file of users with columns for username and email. To create the CSV file, you can download user data from the Control Panel, then modify the CSV file and bulk import it.
Step 2: Import the CSV file
The bulk import will begin. A progress bar will appear on the page. You can stay on the page or leave the page.
To confirm users' roles have been updated, you can go to Manage People > People, and filter the list by the role.
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