Page Comparison

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Create Permission Group

1. Navigate to Admin > Permission MaintenancePermissions

2. Click Add Group; the below screen appears
   

   

3. In the Group Name box enter a short name (e.g. IASFACULTY)

4. In the Description, enter a description

5. In the Default Semester, optionally enter the default semester to show in drop downs such as course registration.

6. In the Default Dashboard, optionally enter the default dashboard to show upon log in to the system. If no dashboard is chosen, the value in Entry_Page in Adjustable Text Maintenance will be shown. (Please note the Student dashboard is under development and should not be selected.)
    NOTE: For the default dashboard to take effect, the Refresh Data Cache must be run. This automatically runs each night but may be run manually by navigating to Admin > Refresh Data Cache > reload data

7. In the Default Texting Member:Template select an activity tracking template that will be used to send a text message if no other activity tracking template is chosen. Texting requires a third-party contract with MessageMedia.

8. Click Save

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Copying a permission group will duplicate all access of the original group. This is helpful if creating a group from a delivered group or creating a tweaked version of an existing group.

1. Navigate to Admin > Permission MaintenancePermissions

2. In the Copy from Group choose the group to model the new group on

3. In the Copy to Group box enter the new group’s name

4. In the New Group Description box enter the new group’s description

5. Click Copy Group

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Before assigning permissions to a role, familiarize yourself with the permissions available.

1. Navigate to Admin > Permission MaintenancePermissions

2. Click View All Permissions

3. A list of permissions appears along with their associated module. You can optionally use the search box to locate a specific permission or export the list to Excel by clicking the Excel button

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1. Navigate to Admin > Permission MaintenancePermissions

2. In the first column, click the permission group to assign a permission

3. In the second column, click the module to assign

4. Click Add
   

   

5. With the module still selected, click Edit Group Permissions

6. In general, if a permission is in the box on the left the user has access to the information (screen) or function. To prevent access to a screen or function, check the box next to the permission and click Add Read Only (RO) or Click Add No Access (NA). In the below example, the user will not see the FERPA informational screen upon login.
   

   

7. In general, permissions take affect immediately although the user will be required to log out and log in to see changes.

Edit Permission Group

1. Navigate to Admin > Permission MaintenancePermissions

2. In the first column, click the permission group to edit

3. In the second column, click the module to edit

4. In the third column, click Edit Group Permissions
   

   

5. In general, if a permission is in the box on the left the user has access to the information (screen) or function. To prevent access to a screen or function, check the box next to the permission and click Add Read Only (RO) or Click Add No Access (NA). To allow access to the screen, select the permission in the second column and click Remove.

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1. Navigate to Admin > Permission MaintenancePermissions

2. In the first column, click the permission group to delete

3. Click Delete Group

4. Click OK to confirm deletion

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User Search

1. Navigate to Admin > User SearchUsers

2. Search by any combination of last name, first name or permission group

3. Maximum results supported is 9,999

4. Click Submit
   To edit a user's permission group or username, click the magnifying glass to the left of the user

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