Coursedog allows institutions to set a variety of permissions by assigning roles to their users.
Each role can be configured to allow or limit access to Coursedog functionality across the Catalog platform, allowing you to differentiate between an admin that can edit the catalog directly and faculty that can only request changes to pages of the catalog.
There are several delivered user roles in Online Catalogs that you can select from, though you may choose to design and add a new role if one is needed.
Viewing Roles
On your dashboard, navigate to Catalog > Settings > Roles.
Adding a Role
If your institution needs to add a new role, you can do so by selecting +ADD ROLE under the Roles tab.
You can view and edit permissions by clicking on the toggle next to each role name.
All permissions include “Allow” and “Deny” options.
Some permissions also have an “Allow If” option, which is followed by a condition that must be met in order for a user with that role to have access to the listed functionality.
The tables below detail the specific permissions that you can manage with roles.
Best Practices
If you give a role the ability to view or edit anything within settings, they will also need the “View Settings” permission.
The author of the request can always edit the request regardless of permission settings.
View All Requests
Gives a user access to view every request made within an institution.
View Archived Requests
Allows a user to view archived requests.
Delete Requests
Allows a user to delete a request.
Edit Requests without Updating Workflow
Allows a user to edit requests without updating workflow.
Allow Additional Requests for In Flight Requests
Allows a user to request changes when a proposal is already in flight for the same page (see “Request Editing Permissions” below for more information).
If this is set to ALLOW, and multiple proposals are in flight, the second one will override the changes from the first one.
Best practice is to set this to DENY for all roles.
Setting this to DENY prevents overlapping proposals for the same page, which can lead to loss of approved changes due to conflicting proposed changes.
Settings
Access
Description
View Settings
Allows a user to view settings.
Edit Public Catalog Settings
Allows user to edit the catalog that is set as the Default catalog.
View Workflows
Allows a user to view workflows.
Edit Workflows
This allows a user to make edits to workflows.
Recommended for Super Admin and Admin only.
Update Workflows for In Flight Proposals
Setting this permission to “Allow” will give users the ability to click “Update Workflows for In-Flight Proposals” upon editing a workflow.
If a user clicks “Update Workflows for Inflight Proposals” after making changes to a workflow, those changes will retroactively impact any in-progress requests that are not yet approved.
If a user makes changes to a workflow – but this permission is set to “Deny” for their role – they won’t have the option to update workflows for inflight proposals.
View Roles
Allows a user to view roles.
Edit Roles
This allows a user to make edits to existing roles or create new roles.
Ability to create an Allow If conditional, specifying the allowed roles the user is allowed to edit. This allows a restriction where a user can edit Role X and Y, but not edit Role Z. If a user has restricted edit access to roles, they will see only a subset of those roles appear when they visit the Settings → Roles page
This permission should be set to “Allow” for Super Admins only and “Deny” for everyone else.
Edit Workflow Notification Settings
This allows a user to edit workflow notification settings.
View Users
Allows a user to view users.
Edit Users
This allows a user to create, delete and edit Users.
This permission should be set to “Allow” for Super Admins only and “Deny” for everyone else.
View Terms
Allows a user to view terms.
Edit Terms
This allows a user to edit terms.
Recommended for Admin only.
View Page Templates
Allows a user to view Page Templates.
Edit Page Templates
Allows a user to edit Page Templates.
View Search Configurations
Allows a user to view Sidebar Search Filters.
Edit Search Configurations
Allows a user to edit Sidebar Search Filters.
Edit Committees
Allows a user to edit Committee details other than its members.
Recommend setting to DENY unless you wish to assign committees as page owners.
If set to “Allow”, the role will also need “View Committees” and “View Settings” permissions in order to edit committees.
Note that the "Allowed Roles" setting within a Committee's profile provides additional control as to which roles can edit a committee. A user must have a role with the "edit committees" permission and a role that is specified in "allowed roles" dropdown to edit the committee.
Edit Committee Members
Allows a user to edit Committee members.
Recommend setting to DENY unless you wish to assign committees as page owners.
If set to “Allow”, the role will also need the “View Settings” permission in order to edit committees.
This allows a user to edit only the members + member workflow permissions in a committee, provided they are also listed in the committee's "Allowed Roles" dropdown.
View Committees
Allows a user to view Committees.
Recommend setting to DENY unless you wish to assign committees as page owners.
If this is set to “Allow”, the role will also need the “View Settings” permission.
Allows user to view "reports" in the left-hand navigation.
Run Reports
Allows user to run a new scan/report.
Edit Reports
Allows user to edit report settings, including which types of errors are scanned for by default and whether scans are run weekly or paused for each catalog.
