Walk 4 → Examine User Roles

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Introduction

To promote security and efficiency, Guard IQ is a Role-based User platform. User permissions are set in a Role Description.

In this lesson, you’ve been made a General Manager in the Thunderhawk Events simulation. Your Role Description will let you view Forms and Dashboards, add/edit Records, and open two Admin Tools → ex. Forms and Roles

• The Admin menu only appears on Event Center Computers, not on Mobile Devices

Executive review

• Catch up on the latest with our Walk 4 readings →
  • About Role-based User Access (3 min)
• If you need to practice
  • Work through the 'Try it!' checklists in your Sandbox (Thunderhawk Arena)

Try it!

→ on Event Computers

Examine user roles — Event computer

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A. Start by reading → Lesson 4: About Role-based User Access (3 min)

B. Then return here and complete this Checklist

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Hands-on Checklist

1. Can you identify the three Role-based Levels at Thunderhawk Events? → Hint ✋
2. How many different Roles are there at Thunderhawk Events? → Hint ✋
3. Find a Viewer level Role designation card. What actions are they limited to? → Hint ✋
4. Find a Team Member role card. What are they able to do that a Viewer simply can't do? → Hint 1 ✋ Hint 2 ✋
5. Find your General Manager card at Thunderhawk Events. Look over all the extra permissions you have. Can you guess what you are still restricted from doing? → Hint 1 ✋ Hint 2 ✋
6. Important: Do you know where to go for help adjusting a Role description or adding a new Role? → Hint ✋
7. Finally, review what Team Members and Viewers can do by clicking Hint 2 ✋

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8. You are blocked from viewing Users at Thunderhawk Events for security purposes

   • So, take a quick look at this sample Users page
   • You'll create your own users in Lesson 5

   

→ on Mobile Devices

Unavailable on the Mobile App

• Complete this Lesson on an Event Computer -If you don't have access to an Event Computer →
  • Simply read Role-based User Access lesson on your mobile device

→ in your Home Organization

Examine Roles in your Home Organization?

• Check your Home Organization

  • You may see all, some, or none of the Admin tools seen in the above image
  • If you don't see the Admin menu at all, you have been restricted out completely! (Outrageous)
  • If you are locked out of the Admin menu, continue reading to learn what's going on behind the scenes
  • You'll need this background in Lesson 5 Create Users & Set Roles

• If you have Leader-level Role-based permissions set by your Home Organization

  • You can see the Admin menu with the Forms, Roles, and/or Users options
  • If so, repeat the techniques in green above for your Home organization

• Next, find out what your Role designation is within your Home Organization

  • Without access to the Users page, you can't look this info up yourself
  • This likely means that you have Team Member or Viewer level access Learn what you can do as a Team Member or Viewer by clicking Hint ✋

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About Role-based User Access

As you invite Users, you'll also assign Roles — which will allow your Users to perform their Role-based activities.

Click Users to view your current Users and Pending Invitations, along with their respective Roles. (Users may be given multiple Roles.)

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Join the choir!

Role-based access will safeguard your Records, Dashboards, and Reports.

To simplify things, let's rehearse the parts Users play as if they are the members of a choir.

There are three levels:

• 1. Leaders →
  • Leaders guide and direct with complete Role-based access to Guard IQ. They can:
    • Run Events, guide ongoing operations, and oversee departments
    • Add Users
    • Manage incidents from their Dashboards
    • Add Locations
• 2. Team Members →
  • Team Members perform their assigned parts. They can:
    • Complete and submit Forms
    • React to incident Records as assigned by their Leaders
• 3. Viewers →
  • Viewers have read-only access. They can:
    • Have line of sight into relevant Dashboards & Reports
    • Include venue & event management, owners, planners, marketers, Risk Managers, stakeholders, etc.

1. Leaders

• You can apply titles familiar to your leadership team →

2. team members

• Team Members are often given department-level designations →

3. viewers

• You can mold and adapt Viewer Roles to reflect your reporting needs →

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View available User Roles

As a designated Leader, it will be helpful to know the Roles that have been created for your Organization.

To see a complete list of roles:

1. Click open the Admin from the Navigation bar

2. Click the Roles button → to open the Roles page

3. Scroll down to see your Organization's current Roles.
   • Notice the permissions listed on each Role card

Help updating Roles

Contact Us for Role Creation and Updates

• A Guard IQ Admin will facilitate your Organization's initial setup and support
• Your Guard IQ Admin will create your Roles to your specifications
• If you need new Roles created, contact us by clicking your personal menu in Guard IQ

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