Combine Security Roles Tool
Learn more about the Combine Security Roles tool in MinistryPlatform, including instructions to combine security roles using the tool.
With the Combine Security Roles tool, administrators can compare the permissions, rights, and restrictions for two security roles. If needed, you can then merge those permissions, rights, and restrictions under one security role. This is useful if you've set up different roles over time that perform the same or similar tasks. Using the tool, you can delete unnecessary security roles while ensuring people still have the access they need to do their jobs.
- SPoCs should regularly use the Combine Security Roles tool to keep data clean.
- The tool is available on the Security Roles page or any page that uses the dp_Roles table.
- You can launch the tool from the data grid or from an open record. However, you must select the two security role records to work with once you're in the tool: one role to combine and one role to keep.
- When you merge security roles, all users who have either role will gain all the permissions, rights, and restrictions of both roles. The tool only displays items that either role can access. This ensures that users will only gain access to the areas you allow - no more, no less!
- You can't select any of the default roles as the role to combine. These are integral to the way MinistryPlatform functions and should never be deleted. However, you can select one as the role to keep, and the permissions, rights, and restrictions would merge into that default role.
Combine Two Security Roles
- In the navigation menu, click .
- Click Tools, then click Combine Security Roles.
- Read the note at the top to ensure you understand what will occur when you merge security roles.
- In the Role to Combine drop-down list, select the role you want to eliminate. It will be deleted after the merge.
- In the Role to Keep drop-down list, select the role you want to keep. This is the one you still want to see and use in MinistryPlatform.
- Review the security role records to combine.
- When you're ready to merge the roles, click Combine.
- When you're finished, close the tool.
The role to keep remains, along with all of its previous permissions, rights, and restrictions. If the role to combine had any permissions, rights, and restrictions that the role to keep did not have, or if it had any higher levels of access, the role to keep inherits them. The role to combine is then deleted from your security roles.