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Coursedog allows institutions to set a variety of permissions by assigning roles to their users, differentiating between an event requestor, an administrator who is part of a workflow, a more powerful super administrator, and any number of custom user roles. Setting up user roles and permissions requires the configuration of both the Roles page and the Users page.
Adding & Deleting Users
The process for managing users is the same in all Coursedog products. Click here to learn more.
PATH: Event Scheduling > Settings > Roles
There are several, delivered user roles in Coursedog Event Scheduling to select from or you may choose to design and add a new role if one is needed. The delivered Roles are:
If your institution needs to add a new role, you can do so by navigating to "+ADD ROLE" under the Roles tab.
Your new role will be denied all access until you grant it.
Each configurable role allows or limits editing access to Coursedog functionality across the platform in each of the modules. The modules include:
For most functionality, permissions can be set to either “Allow” or “Deny”. However, a few permissions additionally have an "Allow If" (conditional) option.
If “Allow if” is selected, a condition will need to be applied. If “Allow if” is selected but no conditions are defined, that is the same as setting it to “Allow”.
User is Owner
This conditional permission is available under Edit Events, Edit Event Discount, Request Event Changes, Generate Invoice, Generate Contract, and Edit Rooms.
Setting to “Allow If User is Owner” means no users with that role will have that permission unless they are also the author of the event.
Note this conditional permission does not apply to the room owner but rather the owner of the event.
If set to “Deny”, no one with that role will have the corresponding permission, even if they are the event author.
User is Assigned to Department
This option is available under “Edit Rooms”.
This option is available under “Edit Roles”.
Role Based Access Control (RBAC) in Event Scheduling
Coursedog offers Role Based Access Control for admins to manage who can and cannot perform specific actions in the Events platform. Below are the specific permissions that you can manage with roles.
There is some hard-coded logic in Event Scheduling that is tied to prebuilt roles.
Roles Visible Only to Coursedog Users
The instructor, student and Coursedog roles are non-editable (invisible) to anyone who doesn’t have the Coursedog role.
Unless the user has the Coursedog role, they will be unable to see these roles and configure their permissions in Settings > Roles.
If you wish to change any related configurations and don’t have the Coursedog role, please reach out to your Coursedog Customer Success representative.