Difference between revisions of "Creating Custom Profiles"
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− | ===How to Create/Edit Custom Profiles and Permissions Using the Profile Template Editor=== | + | ===How to Create/Edit/Copy/Custom Profiles and Permissions Using the Profile Template Editor=== |
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#Click in the '''Profile''' field on the top blank line and enter the two character profile ID for the new profile being created. | #Click in the '''Profile''' field on the top blank line and enter the two character profile ID for the new profile being created. | ||
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#If the profile will use an existing menu type select either Admin, Teacher or Sped. | #If the profile will use an existing menu type select either Admin, Teacher or Sped. | ||
#Click the green save button. | #Click the green save button. | ||
− | #To edit the permissions for the profile click the '''Edit''' icon in the column to the right of the '''Save cell'''. | + | #To edit the permissions for the profile click the '''Edit''' icon in the column to the right of the '''Save cell'''. See Template Editor box below. |
− | #Click in the '''Category''' field for the profile that you need to edit. | + | |
+ | [[File:templateeditormain2.png]] | ||
+ | |||
+ | #Click in the '''Category''' field on the row for the profile that you need to edit. | ||
#Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write) | #Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write) | ||
#Click the '''Save''' button at the bottom of the User Permissions window. | #Click the '''Save''' button at the bottom of the User Permissions window. | ||
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#Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write) | #Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write) | ||
#Click the '''Save''' button at the bottom of the User Permissions window. | #Click the '''Save''' button at the bottom of the User Permissions window. | ||
− | #Click the '''Close''' button at the | + | #Click on the '''Update Users''' to have the option to choose a school and see a list of staff with that profile. Select the staff and click on "Update Selected" so that they will be updated to the newly edited profile. |
+ | #'''[[Standard Print Options | Print]]''' - This will allow the user to print the report | ||
+ | #Click button at the bottom to '''Close'''. | ||
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+ | To '''copy''' a profile from one school to another click on the '''Copy''' button at the top of the page and select the schools you'd like to use and click the '''Copy''' button. | ||
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+ | ---- | ||
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+ | [[Profile Template Editor|'''Profile Template Editor''']] | ||
− | + | [[User Management|'''User Management''']] | |
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Revision as of 10:31, 30 May 2023
How to Create/Edit/Copy/Custom Profiles and Permissions Using the Profile Template Editor
- Click in the Profile field on the top blank line and enter the two character profile ID for the new profile being created.
- Click in the Name field and enter the profile name for the new profile being created.
- Click in the Desc field and enter the profile description for the new profile being created.
- If the profile will use an existing menu type select either Admin, Teacher or Sped.
- Click the green save button.
- To edit the permissions for the profile click the Edit icon in the column to the right of the Save cell. See Template Editor box below.
- Click in the Category field on the row for the profile that you need to edit.
- Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write)
- Click the Save button at the bottom of the User Permissions window.
- Click in the Program field for the profile that you need to edit.
- Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write)
- Click the Save button at the bottom of the User Permissions window.
- Click in the Action field for the profile that you need to edit.
- Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write)
- Click the Save button at the bottom of the User Permissions window.
- Click on the Update Users to have the option to choose a school and see a list of staff with that profile. Select the staff and click on "Update Selected" so that they will be updated to the newly edited profile.
- Print - This will allow the user to print the report
- Click button at the bottom to Close.
To copy a profile from one school to another click on the Copy button at the top of the page and select the schools you'd like to use and click the Copy button.