Learn how to create and edit roles in MapGeo Console.

Last updated: April 6, 2020

Roles are used to customize the permissions of specific users of MapGeo.

To create or edit a role on the MapGeo console, you will need to navigate to the “Membership” tab of the Console, 

  • Select the “Roles” button from the Membership tab drop-down. 

  • To edit an existing role, select “Edit.” For creating a new role, select “Add New Role.”

  • From here, you can edit the “Name” of the role. Make sure to keep the names between roles clear.

  • To define Console access for a role, go to “Membership,” then “Roles,” then “Edit” the specific Role type you wish to add Console access for. To allow general Console access for the role, check the “View” box next to the “Dashboard” feature.

  • You are also able to block specific navigation groups within the Console by choosing them from the drop-down and choose whether the role can see shared markup. 

  • Other than the “General” tab, you can configure specific permissions for each dataset by selecting it. For instance, select “Property” to edit permissions for the role within the dataset.

  • The “Data” tab will allow you to set specific permissions for the data the role can see on the MapGeo site. If you would like the role to have access to see the dataset, click the “View” box for “Access.” Here, you can also block specific data fields in the Preview Panel or resource links.

  • In the “UI/Map” tab, you can block specific themes or buttons the role has access to on MapGeo. 

  • The “Dashboard” tab allows you to configure the role’s Console access. If you would like the role to have access to this dataset in the Console, click the “View” box next to “Dashboard.” If you create a new dataset in the Console, you will need to ensure that your role is able to view the new dataset in the Dashboard by configuring it in this tab.

Tips and Tricks

  • Ensure you are clicking the “Submit” button after each of your changes to save updates to the role.  

  • Use the question marks next to each configuration option for more information.