How do I create a view-only account?
Creating a User Group
To create a read-only account, you first need to create a read-only user group. You can do this as follows:
- Go to the configuration of the environment.
- Click on System > User Groups.
- Click on Add Group.
- Enter "Read Only" (or another suitable description for this type of account) as the group name and description.
- For the newly created user group, click on the button to assign permissions.
- In the Unassigned tab, add the permissions that the read-only user should have.
- To give this user access only to the roster and reservation pages, assign the following rights.
- Note: Some actions are part of the right to view these pages (see the note in this guide for more explanation), so make sure the read-only account can only perform the desired actions.
- Once the permissions are selected, click on Assign to this group.
Permissions for access to the roster and reservation pages
- entity_booking_read
- entity_booking_read_all
- menu_booking
- menu_booking_roster
Creating a User
Next, you create a new user and assign them to the read-only user group. You can do this as follows:
- Go to the configuration of the environment.
- Click on System > Users.
- Click on Add admin.
- Fill in the desired information for the new user.
- Under User parent, select the user who will manage this read-only account.
- Under Groups, select the read-only user group you just created.
Some actions are part of the permission to view a page.
For example, comments in the blocks below the roster can be edited with the permission to view the schedule. To prevent this action, a separate roster can be created for the read-only user without any blocks underneath.
Another example is that the reservation page allows a user to mark a reservation as paid. To prevent this action, the permission to view the reservation page should not be granted to the read-only account.
Therefore, carefully check that the read-only user can only perform the intended actions.
