Kavi Help CenterKavi® Showcase Help
| Appendix E. Kavi Showcase Permissions | ||
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Part VII. Kavi Showcase Appendix | 
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Table of Contents
Access to Kavi Showcase tools and content is determined by a user's roles and the user's relationship to the profile or catalog item (e.g., whether the user is a designated contact) in conjunction with site configuration. In all Kavi Showcase installations the Showcase Admin and Organization Admin have complete access to Admin Area tools and permission to manage all Profiles and Catalog Items, but user access to Member Area and Company Area tools and data depends on site configuration. Individuals can always edit their own Profiles (although the Profile may be sent for moderator approval after editing before it is released for display in the directory)—and a Company Representative with the 'showcase_company_admin' role can always edit their company's Profile (although the Profile may be sent for moderation)—but site configuration determines whether these users can add, edit or delete catalog items. The following tables show how the different combinations of configuration settings, roles and relationships govern user access.
Important
The 'members' role is required in addition to these roles to access Kavi Showcase pages.
This section describes access permissions for Kavi Showcase Members Area tools and data. The tool or tool set is listed, followed by required configuration settings, roles and context. Context describes the kind of data a user can access based on their relationship to the account with which the Profile is associated. If this user holds an individual account, then the user is the Profile owner. If this is a company profile, then the company is the Profile owner and the Profile can be accessed by company representatives based on whether they have the 'showcase_company_admin' role or not. If this is a company representative Profile, it is to some extent owned jointly by the company and the user and can be accessed by the user and by company representatives who have the 'showcase_company_admin' role.
Table E.1. Manage Profiles Toolset Access
| Configuration | Type/Role/Relationship | Access |
|---|---|---|
| Manage Profiles tool | ||
| NA |
Type: Showcase Company Admin Role: showcase_company_admin |
User can view and manage their company's Company Profile and the Individual Profiles of their company's representatives. |
| NA | Relationship: individual profile owner | User can view and manage their own Individual Profile. |
| Edit a Profile tool | ||
| NA |
Type: Showcase Company Admin Role:showcase_company_admin |
User can edit their company's Company Profile and Individual Profiles of their company's representatives. |
| NA | Relationship: individual profile owner | User can edit their own Individual Profile. |
Table E.2. Manage Catalog Items Toolset
| Configuration | Type/Role/Relationship | Access |
|---|---|---|
| Manage Catalog Items tool | ||
| NA |
Type: Showcase Company Admin Role: showcase_company_admin |
User can use this tool to view every Catalog Item that belongs to their company's profile and access links to tools used to manage these items. |
| NA | Relationship: Individual Profile Owner | User can use this tool to view Catalog Items that belong to their Individual Profile and access links to tools used to manage these items. |
| NA | Relationship: Catalog Item Contact | User can use this tool to view Catalog Items for which they are a contact and access links to tools used to manage these items. |
| Edit a Catalog Item tool | ||
| 'contacts_edit' = 'Yes' |
Type: Showcase Company Admin Role: showcase_company_admin |
User can use this tool to edit Catalog Items that belong to their company's Company Profile and those that belong to the Individual Profiles of other users in their company. |
| NA | Relationship: Individual Profile Owner | User can use this tool to edit Catalog Items that belong to their Individual Profile. |
| NA | Relationship: Catalog Item Contact | User can use this tool to edit Catalog Items for which they are a contact. |
| Add a Catalog Item tool | ||
| 'editor_add' = 'Yes' |
Type: Showcase Company Admin Role: showcase_company_admin |
User can add Catalog Items to their company's Company Profile and to Individual Profiles of other users in their company. |
| Delete a Catalog Item tool | ||
| 'editor_delete' = 'Yes' |
Type: Showcase Company Admin Role: showcase_company_admin |
User can delete Catalog Items that belong their company's Company Profile and those that belong to the Individual Profiles of other users in their company. |
Table E.3. Moderation Tools
| Configuration | Role(s) | Context |
|---|---|---|
| Moderate Catalog Items tool | ||
| 'mod_catalog' = 'Yes' |
Type: Showcase Moderator Role: catalog_moderator |
User can access Members Area moderation tools and moderate all catalog items in the moderation queue. |
| Moderate Profiles tool | ||
| 'mod_profiles' = 'Yes' |
Type: Showcase Moderator Role: catalog_moderator |
User can access Members Area moderation tools and can moderate all profiles in the moderation queue. |
The following roles grant access to the Kavi Showcase Reports Area. Any types listed under a role provide this role and access to users who are assigned this type (by default). Configuration settings have no effect on the behavior of tools in this area.
Table E.4. Kavi Showcase Report Area permissions
| Role | Default Type(s) | Description |
|---|---|---|
| org_admin | Organization Admin | The Kavi Members 'org_admin' role grants access to all Kavi applications tools and data managed by those applications, including the Kavi Showcase Reports Area and tools. Users with this role can run Kavi Showcase reports, view and download data. |
| report_admin | Report Admin | This Kavi Members User Type has access to the Report Areas of all Kavi applications including the Kavi Showcase Reports Area and tools. Users with this role can run Kavi Showcase reports, view and download data. |
| showcase_admin | Showcase Admin | This role provides access to Kavi Showcase Admin Area, and Reports Area and tools. Users with this role can run Kavi Showcase reports, view and download data. |
| showcase_reports | This role provides access to the Kavi Showcase Reports Area and tools. Users with this role can run Kavi Showcase reports, view and download data. | |
| super_admin | Super Admin | The Kavi Members 'super_admin' role grants access to all Kavi applications tools and data managed by those applications, including the Kavi Showcase Reports Area and tools. Users with the 'super_admin' role can use the Report Builder tool to add new reports, and edit or disable existing Kavi Showcase reports as well as run reports, view and download data. |
The following roles grant access to the Kavi Showcase Reports Area. Any types listed under a role provide this role and access to users who are assigned this type (by default). Configuration options have no effect on the behavior of tools in this area.
Table E.5. Kavi Showcase Admin Area permissions
| Role | Default Type(s) | Description |
|---|---|---|
| org_admin | Organization Admin | The Kavi Members 'org_admin' role grants access to all Kavi applications tools and data managed by those applications, including the Kavi Showcase Admin Area and tools. Can use Kavi Members tools to assign the Showcase Admin type to other users, which confers the 'showcase_admin' role. |
| showcase_admin | Showcase Admin | This role provides access to Kavi Showcase Admin Area and Reports Area. A user with this role can add and delete Profiles and Catalog Items, edit these items and manage contacts. |
| super_admin | Super Admin | The Kavi Members 'super_admin' role grants access to all Kavi applications tools and data managed by those applications, including Kavi Showcase Admin and Super Admin Areas and tools. Users with the 'super_admin' role can configure Kavi Showcase and manage all Profiles, Catalog Items and Contacts. |
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| Appendix D. Profile Data Fields |  |
Appendix F. Kavi Showcase Report Types |