Who is this article for?

Site Administrators who want to configure what Users have access to by default.

Site Admin permissions are required.

Default Visibility Role is a feature that automatically adds a User or Role to an Ownership for items. This guide will walk you through the steps on how to set it up.

In this article:

1. General Options view
2. Configuring Default Visibility
3. Configuring Action Types
4. Configuring Feedback Types
5. Further reading

1. General Options view

To access General Options:

1. Open the Go To... menu.
2. Hover over 'Site Admin' at the bottom of the menu.
3. Select 'General' (under 'Site Options').

You will be taken to a page with a list of various site options.

2. Configuring Default Visibility

To configure Default Visibility:

1. Go to General Options view.
2. Select 'Default Visibility' from the list on the left.
3. Click 'Default Visibility▼'
4. Select 'Edit'.
   You will see a pop-up modal with all available Roles.
5. Highlight the Role you want to assign the 'Also Visible To' Ownership by default.
6. Click 'Save & Close'.

You will be able to see your setting on the overview page once it refreshes:

To disable the feature, go through the steps again and select 'Remove Default' in the pop-up.

2. Configuring Action Types

To set Default Ownerships for each Action Type, visit the Action Settings.

3. Configuring Feedback Types

To set Default Ownerships for each Feedback Type:

1. Open Classic.
2. Navigate to 'Feedback Types' (under the Feedback Topic button).
3. Select a Feedback Type.
4. Expand the 'Default Ownership' panel.
5. Select the dots next to the Ownership you want to configure.
   You will see a pop-up where you will be able to add Users and Roles.
6. Confirm your choices by clicking 'OK'.
7. Click 'Save'.

4. Further reading

• Setting up and managing Roles
• Setting up and managing Users
• Configuring and assigning Permissions to Users and Roles