Manage Permissions, Administrators & Owners

In this article, you'll learn the difference between Owners and Administrators and how to manage Access to Members Management and Content Creation

In This Article:


User Types in Atobi

  • Members can access Atobi
  • Administrators can access the same as Members + the Admin Panel with limited permissions
  • Owners can access the same as Administrators with full control over the Admin Panel

Owners

Owners possess full control over the Admin Panel, including access to the Organization Setup. They have the exclusive ability to:

  • Create, edit, and delete Administrators.
  • Manage global settings affecting the entire organization.

Owners can also assign roles and define permissions for other members.


Administrators

Administrators have access to the Admin Panel with permissions granted by Owners. Their capabilities can be tailored to specific needs, such as managing members in a particular country or overseeing content creation. Administrators can:

  • Create, edit, and delete members.
  • Access designated modules within the Admin Panel.

However, they cannot create or modify other Administrators unless granted Owner rights.


Customizing Administrator Access

Owners can tailor Administrator access to specific modules within the Admin Panel:

  1. Navigate to Admin > Members.
  2. Click Create new to add a new Administrator or Edit to modify an existing one.
  3. In the Customize Administrator Access section, toggle accesses as needed.

  1. To grant full Owner rights, enable the Grant Owner Rights option.
  2. Define content management scope:
    • Local: Administrator can manage members and content within their assigned location.
    • Global: Administrator can manage members and content across all locations.

  1. Click Update to apply the settings.

This customization ensures Administrators have access only to the areas necessary for their roles


Members

Members have access to the Atobi platform but do not have Admin Panel privileges unless assigned a specific role or elevated permissions.

Roles and Permissions

🔍 Roles are optional, so if you don't add a role to your employees, they won't get permission to manage members at all.

Roles in Atobi are customizable and control the extent to which members can manage other members. They are optional and can be tailored to fit organizational needs.

The "Member Manager" role is automatically assigned to Owners, granting them all permissions with local access. This role cannot be removed to ensure Owners always have member management capabilities.

Creating a Role

Only Owners can create new roles. To do so:

  1. Navigate to Admin > Roles in the Organization Setup section.
  2. Click Create new.
  3. Assign a descriptive name to the role.
  4. Enable or disable the desired permissions, such as:
    • Create members
    • View members
    • Update members
    • Delete members
    • Archive members
    • Anonymize members
    • Restore members
    • Reset member's password
    • Reset member avatar
  5. Determine the access scope:
    • Local access: Manage members within the assigned location and its sub-locations.
    • Global access: Manage all members across the organization, regardless of location.
  6. Save the new role.

Once created, roles can be assigned to members to grant them the specified permissions.

Note: If you update the role with new permissions, then members with that role will automatically get those permissions unlocked

Assigning a Role to a Member

To assign a role:

  1. Go to Admin > Members.
  2. Locate the member to whom you want to assign the role.
  3. Click Edit next to their name.

  1. Select the appropriate role from the dropdown menu.
  2. Click Update to save the changes.

Assigning a role grants the member the permissions defined within that role.

Important Considerations

By understanding and configuring these roles and permissions, you can effectively manage access and responsibilities within your organization on the Atobi platform.

  • If a user has no assigned role, their access scope defaults to their local or global setting.
  • Roles take precedence in determining a user's access scope.

Article Studio Access Rights

Article Studio rights (which can be managed on a single person level) are:

  • 👓 Read: This person has the right to read an article. To know more about “Audiences”, click here
  • ✍️ Create: This person has the right to create an article
  • 📜 Update: This person has the right to update an article
  • ❌ Delete: This person has the right to delete an article

This means that if you need to add a colleague to collaborate with you on a specific article, this person has to have at least “Update” access to Article Studio.

To grant a person access, follow these simple steps:

  1. Find the person in the Members list in Admin.
  2. Under "Actions" click on "Edit"
  3. Make sure the person has Admin access. Where you have the "Content Studio" section, enable the settings as needed
  4. 🔥 Remember to press "Update"!

🦄 And there you are! Easy, we know 🦄

Members Status in Admin

With Atobi you have the possibility to decide if/when someone can access the system.

"On standby" - Is the status of a member that has been marked as 'inactive' in the member's create or in the edit form. 

"Ready" -  Is the status of a member who is marked active in the admin panel, but hasn't logged into Atobi account in the last 30 days. 

"Active" - Is the status of a member who is marked active in the admin panel and has logged in to Atobi in the last 30 days.

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