How to Set Up List Permissions as a Content Group Admin
As a Content Group Admin, you can customize checklist and form permissions to control how lists are managed within different locations of your company. Follow these steps to set up and modify permission settings effectively.
1. Log into the Jolt Web Portal
Open the Jolt Web Portal on your computer and log in with your admin credentials.
2. Access List Settings
Navigate to the Lists section, then click on Edit Lists.
3. Switch to Content Group Mode
In the top right corner of the page, ensure the drop-down menu is set to Content Group Mode. This mode allows you to manage permissions across multiple locations.
4. Create or Edit a List
Choose to either Create a New List or Edit an Existing List. This is where you’ll set permissions for the list items.
5. Set Role-Based Access
Assign Roles: Specify which roles can Assign or Manage this list. For detailed instructions on setting up role-based access, refer to the article Role-based Access for Lists.
Create List Instances: Decide if users can create a list outside the scheduled times. For more information, check out Create List Instances on the Jolt App.
6. Configure List Item Settings
Required Items: Determine if each list item is Required or can be marked as Not Applicable (N/A) by locations. If unchecked, locations can mark items as N/A. For more details, see Make an Item Optional | Mark as N/A or Out of Order.
Deactivate Items: Allow locations to completely deactivate list items if they are not relevant. Check the box to give this option to Location Website Admins.
Edit Prompt Text: Allow Location Website Admins to change the name or prompt text of list items. Check the box if you want to enable this feature.
7. Advanced Sharing Settings
Deactivate List: Allow locations and subscribers to deactivate the entire list. Checking this option enables them to turn off the list if needed.
Change List Schedules: Allow locations and subscribers to modify the list schedule. If you enable this, they can adjust when the list is due.
8. Manage Location Activation
Current Locations: Choose which current locations will have access to this list. You can select the specific locations where the list will be active.
New Locations: Set whether the list will be automatically activated or deactivated for any new locations added in the future. You can always adjust these settings later if needed.
Additional Resources
List Permission Settings | Location Website Admin: Learn about the permission settings that can be configured at the Location level.
Reactivate Deleted Profiles: Find out how to reactivate deleted profiles.
By following these steps, you can effectively manage list permissions and ensure that the right roles have the appropriate access to your checklists and forms.