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Setting Up Roles in Catalog - All Catalogs

Table of Contents

Viewing Roles
Changing Role Permissions
Adding a Role
Committees In Catalog Settings
Hard-Coded Logic


  • Coursedog allows institutions to set a variety of permissions by assigning roles to their users, differentiating 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. 

Changing Role Permissions


  • 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. 

Best Practices


  • “Edit Roles” and “Edit Users” permissions should be set to “Allow” for Super Admins only. These permissions should be set to “Deny” for everyone else. 

  • If you give a role the ability to edit anything within settings, they will also need the ability to view both settings as well as that particular setting.

Update Workflows for Inflight 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. 

  • 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.

Adding a Role

If your institution needs to add a new role, you can do so by selecting +ADD ROLE under the Roles tab. Each configurable role allows or limits editing access to Coursedog functionality across the platform in each of the modules.

The modules include:

  • Pages

  • Navigation

  • Settings

Committees In Catalog Settings

Catalog settings have committees available; this is for admins to create catalog-specific committees.

Hard-Coded Logic

There is some hard-coded logic in Online Catalog that is tied to prebuilt roles. 


Roles Visible Only to Coursedog Users

  • The instructorstudent 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.

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