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.  

To add a new Unit Administrator:

1. Navigate to Admin and then Unit Management
2. Click Add New Administrator
3. Search for a user by last name or by email
4. Under the Unit section, utilize the dropdown to navigate to a unit within the institution's hierarchy or use the Search feature to find a specific unit
5. Select one or more units
6. Click Add

The user will receive a confirmation in the lower right hand corner of the application that the update was successfully updated.  The unit administrator will also appear within the list.  If edits need to be made, search for the user utilizing the search bar.  Then click on the Actions menu to Manage Unit Administration.