Users and Roles

Interface gives you fine-grain control in creating Users and Roles, which dictate who can log in, which content they can view, and which content they can edit. Based on the needs of your company and website, you can create as many Users as you need, define the levels of access and types of Users down to the smallest detail by assigning Roles. A User account allows an individual to log in to any Interface project of which you are a member. From there, what each User can do depends on the assigned Role.

Roles

You may want to restrict Users to only see or edit certain types of content or restrict them from being able to administer other Users. This is where Roles come in.

To define a new Role, you must have Admin privileges on your own User account. Click on the “Roles” link, and then click the + in the toolbar to add a “New Role.”

• Name – A given name or label for the Role. This shows up as the name of the Role when selecting a Role for a User.
• Default Level – In selecting a default level, each new Model that is added will automatically get the permission level specified for this Role. For instance, setting the Default Level to “Read” will make it so when you add a Model, for example, one named “Category,” any User in this Role automatically gets “Read” access to the Model “Category.”
• Models – Select the level of access to each Model for this particular Role.
• Admin – Select which levels of access this Role has to each Admin area.

Role Access Levels

• Read – A User can view any and all content of this type.
• Edit – A User can edit and save any existing content of this type.
• Create – A User can create any content of this type.
• Delete – A User can delete any content of this type.
• All – A User has full control over content of this type.

The checkboxes at the top of each column allow you to select or deselect the entire column for quick Role creation.

Roles and the API

Any access levels in the Roles also apply to the API. Therefore, if a User can view and edit a content type in Interface, they can do the same in the API. Note that the User must authenticate to the API for the access level restrictions to apply.

Adding a New User

To add a new User, you must have Admin privileges on your own User account. Click on the + in the bottom toolbar of the “Users” column, and then click “New User.” Search by email in the search box to see if your User is already in the Interface Account Center. All users have just ONE User name and password to log in to any Interface project of which they are a member.

If that email address is already in the system for an existing User, click on the entry in the list for the User to immediately be added to your Interface project. Be sure to select the appropriate role for this particular User (all Roles are unique per project, so a User can be an Admin in one Interface project and “Read-only” in another). The User can now log in right away using his or her email and password.

If the User is not yet in the Account Center, you will need to send an invite for the User to create an account.

Click the blue “Send an invite to this email address” link for the individual to receive an email from the Interface Account Center. The email will allow the individual to create a User account and, then, will automatically add the User to your Interface project.