Permissions

Permissions control what features a user has access to and are applied manually on a per-user basis.

In this article you’ll find:

  • Available Permissions
  • Accessing Staging
  • Non-Permission User Designations
  • Assigning

Available Permissions

Localist Permissions are non-hierarchical. For example, a Platform Admin must also be checked as an Event Admin in order to access events in the admin dashboard.

Click here to see a Permissions guide!

Platform Admin:  Anyone you trust to manage the calendar as they are the overall administrator of the platform.

  • Calendar Settings
  • Layout and Branding
  • Curation Tools (i.e. Newsletters, Channels, Widgets)
  • View all users
  • Permissions
  • Filters
  • Activity Logs
  • Bulk Uploads
  • Feeds
  • Access Admin View

Event Admin:  Anyone you trust to publish and moderate events.

  • Publish events without review
  • Edit Events
  • Approve/Reject event submissions
  • Access Admin View
  • Tags and Keywords on Events

Feature/Sponsor Events:  This will allow the Event Admin to designate events as featured or sponsored. This option only appears after Event Admin has been selected.

  • Select events to display in Featured carousel
  • Select events to Sponsor (boost in trending and different styling)

Group Admin:  Anyone you trust to create/edit Groups (or Departments).

  • Publish Groups and/or Departments
  • Edit all Groups/Departments details
  • Access Admin View

Group Officer:  Not an admin permission–allows a User to manage Group/Department Landing Page. This is all done from the public-facing interface.

  • Approve/reject Group/Dept. followers
  • Edit Group/Dept. description
  • Send messages to Group/Dept.’s followers

Channel Admin:  Anyone you trust to manage Channels.

  • Publish Channels
  • Edit Channel details
  • Access Admin View

Trusted:  Not an admin permission–anyone you trust to submit high-quality events.

  • Skip the Pending Queue when submitting events via the Public Submission Form
  • Note:  Unchecking trusted for an admin does not mean their edits will require approval as the admin level takes precedent over this flag.

User:  Everyone on your platform including all Admins

  • Submit events via the Public Submission Form
  • Mark themselves as “I’m Interested”
  • Leave comments, reviews, or photos on events and place/group/dept. landing pages
  • Invite friends
  • Interact with other users on the calendar

Accessing Staging

Any user that has admin permissions can access staging.

  • From the Admin Dashboard, navigate to Settings > Appearance

  • Under Appearance, select Calendar Sandbox next to Staging Environment

OR

  • Add /staging_redirect to the end of the URL for the admin dashboard (events.yourorganization.com/admin/staging_redirect).

When in staging they will have the same exact permissions that they were granted on production. For example, an Event Admin won’t have access the settings/newsletters/etc. when in staging.


Non-Permission User Designations

Verified:  After an account is created, Localist will send an email to the user’s email address asking them to verify their address by clicking the included link. If a user does not verify their account this flag will remain unchecked and they will not receive any emails from Localist. They will still be able to use the calendar as a logged in user.

Pending:  If a user uses the Invite Friends feature to send event details to an address that is not already saved on the platform/connected to a current user, the email will be listed as a pending user.


Assigning Permission Levels

1. In your admin dashboard, select the users square or navigate via Users > All

2. Select a user’s name from the list.

3. You will see a Permissions section in the middle of the user account page. Select the appropriate level(s). ***** User must always be checked*****

Structuring:

Platform Admin

Event Admin + Group Admin

Event Admin Only

Event Admin + Featured/Sponsored

Group Admin Only

Channel Admin Only


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