Roles

As a district administrator, you have access to a section called Configuration. In this section, you can adjust Manage settings. Each user is assigned to a Role in Manage, and the Role controls what the user has access to in the application.

Create Role

To create a Role in Manage, users will follow the steps below:

1. Select Configuration.

2. Select Roles.

3. Select Create Role.

4. Enter the required fields.

   1. Code - Unique identifier for each role.

   2. Name- The name you would like to give to the Role.

   3. Staffing Visibility: The ability of the role to access staffing data, including salary information.

      1. Visible- Users can access staffing data.

      2. Hidden- Users will not be able to access staffing data.

5. Select Proceed to Permissions.

6. Select the desired Personnel expense access level

   1. Hidden - The user is not able to access the Personnel Expenses which have been approved. They will not have access to a Personnel Expenses tab in their Proposals and cannot access PE or FTE totals. The user will also not be able to access reports that contain staffing data.

   2. Display - The user is able to access the existing personnel expenses in their budget, but they are not able to edit or delete or plan any new Personnel expenses.

   3. Plan - The user is able to access and create new personnel expenses, and edit any of those personnel expenses inside allocations where their role is allowed to edit.

7. Select Proceed to Review.

8. Select Confirm and Save.

Upload Roles

If you would like to create multiple roles, use the upload function in Manage.

1. Select Configuration.

2. Select Roles.

3. Select Upload Roles.

4. Select Download CSV Template.

5. Enter the required fields in the template.

   1. Code - Unique identifier for each role.

   2. Name- The name you would like to give to the Role.

   3. Staffing Visibility- The ability of the role to access staffing data, including salary information.

      • Plan - Then the user is able to see and create new personnel expenses, and edit any of those personnel expenses inside allocations where their role is allowed to edit.

      • View - Then the user is able to see the existing PEs in their budget, but they are not able to edit or delete or plan any new Personnel expenses.

      • Hidden - Then the user is not able to see the Personnel Expenses which have been approved, they don't get a Personnel Expenses tab in their Proposals and we don't show them PE or FTE totals, and the reports to do with staffing are not available to that user for download. PLEASE KEEP IN MIND, while we hide the Personnel Expenses, users are still able to get at grand totals which they could use to deduce FTE values in some cases.

6. Upload the file to Allovue.

7. Map Fields in Allovue.

8. Select Review and Confirm.

9. Select Save and Confirm.

Edit a Role

1. In Manage, select Configuration.

2. Select Roles.

3. Select the pencil icon.

4. Select Confirm and Save.

Name and Code must remain unique from other roles in order to successfully save the edits.

Delete a Role

1. In Manage, select Configuration.

2. Select Roles.

3. Choose a role and select the trash can icon.

4. Select OK.

Once deleted, users associated with a role will no longer have permission.

Explanation of Fields