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  1. Navigate to Admin > Permission Maintenance

  2. Click Add Group; the below screen appears

    PermissionGroup.jpgImage Added

  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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Copy Permission Group

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.

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Permissions provide or prevent the specific access desired. Note that many permissions are interrelated. For example, providing access to the profile page is one permission but providing the ability to see the birthday is another.

Note

Permissions are generally provided when the module is granted to the group unless specifically removed or restricted to read only.

  1. Navigate to Admin > Permission Maintenance

  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

    PermissionMaintenance.pngImage Added
  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.

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

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Edit Permission Group

  1. Navigate to Admin > Permission Maintenance

  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

    EditPermissionGroup.pngImage Added
  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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No access to FERPA screen

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Access to FERPA screen Note the permission is no longer in the second column.

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 Examples

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Delete Permission Group

Deleting a permission group will completely remove it from the system. Before being deleted, all users assigned to the permission group must be assigned to other groups.CAUTION

Note

Once deleted, a group cannot be recovered.

  1. Navigate to Admin > Permission Maintenance

  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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