Ultimate guide to user roles

What are roles?

In Award Force, a user's role dictates which areas of the platform that user has access to and what actions they are able to take in those locations. Certain default roles are provided when your account is created, though custom roles may be configured if necessary. These roles and their associated permissions can be found and edited in the Manage workspace under Settings > Users > Roles

Default account roles

Award Force provides a series of default roles that fit most programs' needs. These roles are: 

 Role What can this role do? 

Program manager

(previously Awards manager)

  • Has access to every section in Award Force
  • Can add other users as judges, chapter managers, or program managers
  • Can see all data, including hidden fields and judge comments
Chapter manager
  • Can access entries from their chapter(s) only
  • Can move entries into another category or chapter
  • Can access Settings and Judging sections unless permissions are revoked
Note: chapters are a paid addition to the Pro subscription and above. 
 Entrant
  • Can view own entries only
  • Can create and submit own entries
  • Can vote if necessary permission is given
  • Is the default role for registration
Judge
  • Can only see and score entries assigned to them
  • Can only see their own scores unless permissions are changed
  • Cannot see scores of other judges unless relevant permissions are given
Lead judge
  • Standard on new accounts but can be configured for legacy accounts
  • Can see and score entries assigned to them
  • Can see their own scores and those of other judges
Voter
  • Can only see and vote on entries assigned to them
  • Can only remove their votes if the score set has been configured to allow it
Guest
  • Can be enabled on any account
  • When given the Scores (own) View permission, guests can view galleries
  • Should not be given to registered users
Bookkeeper
  • Can view existing orders
  • Can configure payments
Auditor
  • Has view access to most management areas
  • Cannot create or make edits

Create custom roles

Note: custom user roles are a feature of the Pro subscription and above. 

Your program may have a set of unique requirements that the default roles may not fit. In these cases, you can create your own custom roles within the platform. 

Important: changing permissions incorrectly may affect the integrity of your program. Please contact Award Force support if you are not sure about updating or creating a new role.
  1. In the Manage workspace, navigate to Settings > Users > Roles
  2. Click New role
  3. Provide a name for your new role; i.e. "Intern" or "Voter"
  4. Select the checkboxes associated with each area of the platform you wish to give users with this role access to
    Tip: to provide more granular permissions, click Advanced and then choose to 'Deny' or 'Allow' the role permissions as needed (more on what those mean below).
    Advanced link in role settings
  5. Save

What do 'Deny' and 'Allow' permissions mean?

 Permission  What does this mean?
Deny

'Deny' is the only permission which overrides other permissions for a given resource, even if another role is set to ‘allowed’.

Note: we don't recommend to use the 'Deny' permission as it can prevent a user from accessing parts of the platform if other roles are assigned.
 Allow

 Users of this role are allowed access. 


Commonly given role permissions

 Permission  What does this mean? Which role it applies to by default? Who else can this be applied to?
Scores (own) Anyone who has this permission can see their own score.  This permission is applied to the judge role by default. Judges can create view, update and delete their own score.

This permission can be given to managers, voter, guest, and entrant role to be able to vote (or score).

 

Scores (others) Anyone who has this permission can see others' scores.  This permission is applied to the program manager role by default. The program manager can see scores scores from all judges.

1) This permission can be given to lead judges so they can see scores from other judges.

Note: access to the leaderboard is global and not restricted to the panel(s) the lead judge is on.

2) This permission is required to be set when 'Share scores' setting is on in the score set. Share scores allows judges to see scores & comments from other judges on the entry.

 
Entries (own)  Anyone who has this permission can see their own entry.  This permission is applied to the entrant role by default. The entrant can create, view, update and delete their own entry.   Any role who needs to be able to create & submit an entry 
Entries (others)  Anyone who has this permission can see others' entries This permission is applied to the program manager and chapter manager roles by default.  

The program manager can access all entries under Entries > Manage entries

The chapter manager can access entries from their own chapter only.

A new role created who needs access to entries. Can be a PR person or an agency helping the client to collate data from the entry.

Important: changing permissions incorrectly may affect the integrity of your program. Please contact Award Force support if you are not sure about updating or creating a new role.

Configure role registration

The registration form on the home page is the default registration form which, once completed, grants the default role (usually an entrant role) to the user. Additional registration forms can be configured to allow public or registered users to complete specified user information to register for another role.

To set up role registration, follow these five simple steps:

Step 1: create a role to be granted on successful registration

  1. Open the Manage workspace and go to Settings > Users > Roles
  2. Click New role
  3. Give the role an appropriate name
  4. Click the checkbox Registration form for this role is active
  5. On the right, set permissions that will be granted with the role
    Note: for security reasons, only limited permissions are available to roles for which a public registration form is active.
  6. Save the role

Step 2: configure fields to be collected with registration (if applicable)

From the Manage workspace, go to Settings > Users > Fields and configure user fields for each piece of information you want to collect on this role registration form

Note: any other user fields that are set to apply to All roles will also be shown on this role registration form. If you don't want other existing user fields to be displayed on this registration form, change the roles the other user fields apply to.

Step 3: create content to be displayed on the role registration form (optional, but recommended)

  1. Go to Settings > Content > Content blocks
  2. Click New content block
  3. In the Content location drop-down, select Role registration form
  4. Add a relevant title and content
  5. Save

Step 4: create content to be displayed on a page after role registration is complete

  1. Navigate to Settings > Content > Content blocks
  2. Click New content block
  3. For the Content location, set Role registration completed
  4. Add a relevant title and content
  5. Save

Step 5: finalise the form

  1. Go back to Settings > Users > Roles and open the role you created
  2. Under Content block for registration form you can now select the content block you just configured
  3. Under Content block for registration completion you can now select the content block you just created
  4. You will now also see there is a Form URL displayed for the role that can be shared with users you wish to register for the role

If you wish to configure a specific role registration email for these users, you can do so by selecting the 'Role granted' trigger when setting up the notification.  Once this trigger has been chosen, select the Notification applies to some roles radio button and choose your custom role. Continue configuring your notification as normal. For more details, see: Ultimate guide to notifications

Note: the standard 'User registered' notification goes to all roles. If you want home page registration to trigger a notification to entrants only, change the trigger to 'Role granted' and select the entrant role.
Important: to comply with local regulations, SMS messages cannot be sent to numbers registered in Singapore or to UAE residents between the hours of 9pm and 7am. 

Additional configuration options

When editing or configuring roles, there are a few other options to note:

Default role for home page registration

This option allows for the selected role to become the default role given to new users that register for the platform. For example, you may set a voter role as the default after entries have concluded and are set to be evaluated in a voting judging stage. 

Guest account role for anonymous users

Guest users can be given a limited number of permissions that allow them to, for example, view a public gallery. These guest users are not registered with your account. 

Require multi-factor authentication 

You can require users with the selected role to verify their identity at login via multi-factor authentication (MFA). To learn more about this option, see: Multi-factor authentication.

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