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How to set up Permissions for your Users

This article is intended for administrators or owners who are interested in setting up permissions for their site's users.

Bibs Leitzmann avatar
Written by Bibs Leitzmann
Updated over a month ago

Permissions speak to the roles that are assigned to each user, which dictate the privileges they're granted, and the games they're able to view or manage.

Where Permissions Live.

There are two places that permissions live in Assignr:

  1. Assignr Permissions. Within each user's profile, which we'll be covering in this article.

  2. Financial Permissions. Within the financial module, intended only for those paying officials via direct deposit, which we cover in this article: How to Grant Users Payor Permissions.

What We'll Cover.

This article will walk you through four things:

  1. The different Types of Permissions.

  2. How to Update a User's Permissions & Restrict Game Visibility.

  3. How to Customize Permission Types.

  4. Other Permissions-Related Frequently Asked Questions.

Types of Permissions.

First, let's review the different default permissions that you can grant your users within the platform. You'll find a brief description of each in the table below.

Type of Permission

Description

Official
(also called a Referee)

Officials (or referees) are the most common kind of user in the system. Officials are the folks being assigned to games.

Assignor

There are 3 different types of assignors: Assignors, Game Managers & Restricted Assignors.

Assignors are the users assigning officials to games. Assignors with full permissions can manage all aspects of the site, including game fees owed to officials.

Game Manager

Game Managers are a type of Assignor who can manage games, but cannot assign officials to those games.

Restricted Assignor

Restricted Assignors are a type of Assignor who cannot manage games, but can assign officials to already-existing games.

League Contact

A League Contact is a read-only account that can see game schedules and assigned officials.

Athletic Director

An Athletic Director is a read-only account that can see game schedules and assigned officials.

Coach

A Coach is a read-only account that can see game schedules and assigned officials.

Financial Contact

A Financial Contact is a read-only account intended for those involved in paying officials via direct deposit.

Once you've added a financial contact to the system, you can grant them the appropriate payor permissions: How to Grant Users Payor Permissions.

Owner

(or Administrator)

An owner can manage all aspects of a site, including the site's subscription and billing information.

To change or add owners to your site, reach out to the support team for assistance.

More detailed information on what specific privileges are granted to each permission can be found in the FAQ section below.

How to Update a User's Permissions & Restrict Game Visibility.

You can update permissions one user at a time, or in bulk, via spreadsheet import (or re-import). To update permissions one user at a time, follow these steps:

1. Navigate to People β†’ All People.

2. Search for and select the name of an individual.

3. Select Edit.

4. Under Permissions, select the permission(s) you'd like the user to have.

In this example, this user is both an assignor / game manager, as well as a league contact.

πŸ’‘ If the user should have access to all games, then you can select Save, and this user is all set.

If the user should be limited to viewing or managing certain games, then move onto step 5 below.

5. Under Game Permissions, select Specific Games.

You can do this for just the Assignor permissions, just the Read-Only permissions, or both, depending on where limited game visibility is needed.

6. Input the game criteria that this user should have access to.

In the text boxes below, input the criteria that align with the games that the user should see for the role type you're working on.

In this example, when it comes to assignor privileges, this user will be able to manage games happening:

  1. At the Apple Hill Park venue, AND

  2. Within the 4th Grade Boys OR the 3rd Grade Girls age groups.

If this assignor needed additional game visibility, separate from this criteria, then you'd select + New Game Permission, and fill in the text boxes accordingly.

In this updated example, when it comes to assignor privileges, this user will be able to manage games happening:

  1. At the Apple Hill Park venue, AND

  2. Within the 4th Grade Boys OR the 3rd Grade Girls age groups.

PLUS, they'll be able to manage all home games for the Acton team.

When you're done updating the specific game permissions, for the users Assignor and/or Read-Only role types, select Save at the bottom of their profile.

How to Customize Permission Types.

Assignr's default permissions outlined in the table above are often sufficient for organizations' needs. If they're not, you can customize your permissions.

If you would like to customize your existing permissions, and/or create a new type of permission, to further grant or limit certain users' privileges, you can do so by following these steps:

1. Navigate to People β†’ Permissions.

2. Select + New Permission.

Or, to edit an existing permission, select the name of it.

3. Categorize the permission as an Assignor or Ready-Only role type.

Then, select Next.

4. Give the permission a Name, Description & Privileges.

Then, select Save.

Moving forward, you'll see this new permission in the Permissions section of each user's edit profile screen.

Permissions β€” Frequently Asked Questions.

1. What are the default privileges granted to each permission?

2. Game Permissions restrict which games are visible to all non-officials. How can I restrict which officials are visible to non-officials?

The main way to restrict which officials are visible to non-officials is through the use of Officials Lists.

If you're searching ways to restrict which games are requestable/assignable to certain officials, you can find the main tools for this below:

3. Which users show up in the League & Team Contacts view?

This view shows all read-only users, including league contacts, coaches, athletic directors, and financial contacts.

4. Our site uses the Schools feature. How does this feature interact with permissions?

The short answer: it doesn't. πŸ˜€

Our Schools feature is a great way to ensure your school contacts show up in the game details for each school's game; but adding a user to a school does not actually affect which games that user can see. You'll want to still set up school contacts' permissions just like you would any other user.

5. I have some users who are both assignors and read-only users. Can they be granted both role types within one single profile?

Yes! You'll simply select all the appropriate permissions you want an individual to have within their profile.

From there, you can set up game permissions for the assignor role type and/or the read-only role type, depending.

Generally, if there are overlapping game permissions, the system will default to giving the user the greatest of all their permissions' allowance.

We hope this helps!

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