Unit Management

Unit Management determines what data access a user has within the application. Unit Administrators will have access to customizations and reporting to their assigned unit and any subordinate units within the hierarchy.   

From the home page, navigate to the Admin tab then choose Unit Management on the left side menu.  

The screen will then populate with users that have been given an administrative role. In the upper right corner, click on Add New Administrator.

In the search box, you may type the last name for the administrator you are looking for and choose that person.  

A new window will open and the user will be able to use the dropdown menu to find the appropriate unit and level.  Using the carrots on the right side, the hierarchy may be drilled down from institution to college to department level.  

** The blue bar will highlight that a unit has been selected. 

Click outside of the window to close the dropdown.  The selected units will be visible.  Click Add in the lower right corner to save the unit assignment. 

A pop up will appear in the lower right corner highlighting the change has been made.