Overview
Within the User Management section, there are four default roles. Each role will have the same selection, but different options turned off or on. Below is a breakdown of those options.
Default Roles
Reporting Administrator
Access to all Activity, Accreditation and Workflow reports (if licensed)
System Administrator
Access to Administrative functions including customizations, permissions, unit management, proxy management, and accreditation tools.
Faculty
Access to Search tools, My Profile, Activity Manager and Workflow tasks if licensed. Users with this role have full control over editing, deleting and creating activities within the Activity Manager
Non-Faculty
Access to Search tools, a limited version of My Profile, and Workflow tasks if licensed
Create a Custom Role
Users may elect to create a custom role to tailor the permissions for faculty, non-faculty or staff.
Within the Overview tab, select the New Role button. Identify a name for the role, description and select a default role to inherit permissions from. By selecting a role to inherit permissions, this will seed the new role with permissions from an existing role. This allows fewer clicks and modifications when creating a new role.
Optionally, you can also choose to assign all Faculty to this newly created role. Please note, that the new role will be assigned to all faculty but any existing roles assigned to faculty will not be removed. Permission settings allow for more than one role.
After selecting Create role, the role will be listed under the Custom Roles section. Select the role to make modifications to permission within the left hand panel.
Expand and collapse sections within the left hand panel to expose more granular permissions. Simply check or uncheck sections or functions that users with this role should have access to. Once all edits are complete, press the Save button in the upper right corner.
There is no limit to the number of custom roles that can be created. Please note users may be assigned multiple roles. In such cases, their permissions will be the highest combination of both roles.
User Management
From the home screen, navigate to the Admin tab
In the Admin tab, click on Permissions
Once in the Permissions section, click on User Management. From there, you will select the user you wish to adjust permissions and take the necessary actions.
Utilize the search feature to find your selected user. Refer to the Permissions for definitions for each setting.
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