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User Roles Redefined

User Roles Redefined. Tim Climis. What am I doing here?. How do I create a user? What roles are available? I don’t see a role I need. How do I make my own? What’s all this other stuff? Do I really have to go through this for every single person?. How do I create a user?.

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User Roles Redefined

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  1. User Roles Redefined Tim Climis

  2. What am I doing here? • How do I create a user? • What roles are available? • I don’t see a role I need. How do I make my own? • What’s all this other stuff? • Do I really have to go through this for every single person?

  3. How do I create a user? • Open User Profile Management

  4. How do I create a user? • Enter the “Network ID” • This is whatever is passed to sunapsis when you log in. • It might be an email username. It might be a whole email address. It might be a University ID. It might be some random number.

  5. How do I create a user? • Put in basic info.

  6. How do I create a user? • Assign some Roles.

  7. What roles are available? • Special Permissions: • Basic Permissions Required for All Users • Full Privileges • Data Permissions: • Basic Permissions Required for All Users • Core Student Records • SEVIS Records

  8. What roles are available? • Management Permissions: • E-Form Management • General Configurations • Schedule Management • Template Management • User Management • Checklist Management (coming in 3.0.2)

  9. What roles are available? • Action Permissions • Confidential Notes • Confidential PDF Document • Email Services • Extract RTI Form Data • Extract RTI Status • Extract RTI Table • Report Services

  10. Need More Roles? • Create a Role • Configure a Role • Table Prefix Definitions • Table Exceptions • Other Permissions • Assign a Role

  11. Create a Role

  12. Deal with Sunapsis Quirks • After creating a role, you have to close the Configuration Tool, and reopen it so that the role will show up on the other configuration tabs.

  13. Configure Permissions for a Group of Tables

  14. Configure Permissions for Individual Tables

  15. Configure Permissions for Actions/Special Functions

  16. Assign Role

  17. Assign Non-Role Permissions • Campus Restrictions • Alert Groups • SEVIS Accounts • Checklists

  18. Campus Restrictions • Limits records available for opening • Does not limit Configurations • If the student is opened, does not prevent you from seeing other campuses’ data associated to that student

  19. Alert Groups Determines which alert groups the user can access

  20. SEVIS Accounts Determines which SEVIS Schools/Programs show in Batch Management

  21. Checklists • Determines which Checklists appear in the Case Tracker

  22. Self Configurable Options • Alert Selection • General Format Options • Task Panes

  23. Alert Selection • Can still be done by the user • Can also be done by User Manager for centralized alert assignment

  24. User Configs • Allows setting standard office defaults

  25. Duplicate User Copies everything except: • Profile • SEVIS Accounts

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