Roles

Roles Overview (Manage)

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 Review.

6. Select Save and Confirm.

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.

      1. Visible- Users can access staffing data.

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

6. Upload the file to Manage.

7. Map Fields in Manage.

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