Assigning/ editing user roles

This article is for ADMINISTRATORS. 💾

After adding users to the Engage platform, you will need to curate the access that certain users have. 🤔 You do this by assigning user roles to restrict or open access to different sections of the Engage platform.

What are the Engage user roles?
The different Engage user roles include Teacher, Librarian, Admin and Learner. only Admins have the ability to assign and edit user roles. 👉 Read this article to find out more about the different roles.


How to assign user roles

  1. Navigate to 'Users' when logged in to Engage.
  2. Select the relevant user. You can use the search bar to locate the user in question, and then tick the selector box for that user to make the selection.

  3. Click on the ‘Assign Permission’ button. Select the type of permission you wish to assign to the user from the list in the permissions pop-up. You can assign more than one permission type to the same user.

  4. Click on ‘Save’ to confirm your selection.

How to edit your user roles

To edit a user’s access and permission status:

  1. Navigate to 'Users' when logged in to Engage.
  2. Click on the user’s username to open their user page.
  3. Click on ‘Add/Remove’ (under ‘Roles’ to the bottom of the user’s profile).

  4. Select the role you wish to add/remove from the list in the permissions pop-up.
  5. Click on ‘Save’ to confirm your selection.

Need help? Use the live chat in the bottom right corner of your screen or email us at help@snapplify.com.