Hello - I just wanted to clarify something, before we start inviting non-patients to our community (doctors, pharma, etc.)
We are listening to the training videos from last year, so we can train new staff to help with our site. Something that comes up under Roles is there used to be "Isolated Member", which was removed. Now there is just Admin, Moderator, Member, Guest (see above). What's a little confusing is:
Thank you - Tiffany
The Guest role you see in Control Panel > People > Roles is for people who aren't logged into the site. This role is only used when your site is open to the public.
The Guest role you see in Manage Space > Roles for a space is for people who aren't members of the space.
The non-patients on your site will have their own accounts and will not be members of spaces, is that correct? If so, you can control what they can see in specific spaces by modifying permissions in each space - modify permissions for the space Guest role. This must be done in each space.
By default, private space content is only visible to the space members. Do you want to let people who aren't in the private space see some of the private space content?
Hi Grace -
I've had to go back and rewatch some videos and try to wrap my brain around how to answer and get more guidance. Here's where I'm a little confused:
From your comments: "The Guest role you see in Manage Space > Roles for a space is for people who aren't members of the space.
The non-patients on your site will have their own accounts and will not be members of spaces, is that correct? If so, you can control what they can see in specific spaces by modifying permissions in each space - modify permissions for the space Guest role. This must be done in each space." The answer is no. We always intended for non-patients to have an account and WOULD be members of the Private Space where the project they are associated with lives. Then, once inside that Space, each role (the patient and non-patient) would have different permissions re: what they see and cannot see). Until today, we always thought that meant they could be set as guests, but from what I am understanding now, there is no way to alter permissions, per group?
The way we have been planning and building this the whole time is:
So I am concerned and need clarification. Perhaps using a case example would help to iron this out:
Since we now realize that we cannot simply go to Manage Space - People - and change the member role to Guest, how do you suggest we set these Private Spaces up so that those who access that Space have different levels of permissions? We certainly cannot open up public parts of confidential projects so every person on the intranet can see inside.
If we cannot use the private Spaces as truly private, with two levels of permissions (one for patients and one for non-patients) then all the work we have done thus far is for nothing because this platform would not be usable for our needs. Please advise.
For your use case, I would recommend unchecking permissions for the space Member role, creating new space roles for patients and non-patients, then setting permissions for the patient and non-patient roles, to control what each can see.
Anytime a new person joins the space, they will have only the space Member role and no access to anything in the space. A space admin or moderator must then assign the new space member the correct role in Manage Space > People - by clicking Set Role. Once the user has the correct space role, they will have access to the areas that the role is allowed to access.
So instead of using the space Guest role to limit access, you'll use new space roles.
If there was an option to "love" this answer I would. Thank you!
Glad to help!
One last question - So, first, we also figured out how to do this at Top Level, in addition to per Space. But the question we have is the same re: of Top Level or Space:
If a person has more than one role, does the role with the most permissions default as what they have access to? For example, Katie is an admin for Top Level. She also happens to be a patient voice and a Site Guide. But the patient voice role has less permissions than an Admin. So, by default, does she have all the permissions of an Admin (or whatever the highest level of permissions is)?
Yes, that's correct.
So we followed the directions and went in to add roles, removed permissions for members except to see the space and added the permissions for the patient voice and other roles. But no matter how many times I change TrickyT (our default member account to view for editing changes) to Patient Voice and save, it doesn't save? I go in to that account, try to view and I basically can't see anything (like the permissions for member). So I go back to the admin account and see that the Patient Voice role is no longer there, it says member again?
I assigned the Patient Voice role to TrickyT and after refreshing the page, the role was still assigned. Could you try updating that user's roles again? Do the roles still get removed for you?
If so, could you share the exact steps you're taking when updating the user's role?
Oh, I didn't realize you added that role, I thought the index rebuild did that. Let me go remove it, save, and try to add it back again.
Ok, I was able to go there, click Patient Voice, save. Exited. Went back and it didn't default back to Member only. Maybe that index rebuild helped? TrickyT can see everything in the 360 Space. Only outstanding issue I can see is from the other ticket I submitted re: Home Page view of one area still not visible.
Choose a location