Difference between revisions of "Profile and Student Master Permissions"

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===Video How-to===
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__NOTOC__
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'''The following sections will provide instructions on how to change permissions for a profile group, for an individual user, and for access to some fields on the [[Student Master]] by individual or groups users.'''
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===Video===
 
[[media:SY-UserManageProfile.mov|User Management - Profile and Student Master Permissions video]]
 
[[media:SY-UserManageProfile.mov|User Management - Profile and Student Master Permissions video]]
  
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===How to Create/Edit Custom Profiles and Permissions Using the Profile Template Editor===
  
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'''The following sections will provide instructions on how to change permissions for a profile group, for an individual user, and for access to some fields on the Student Master by individual or groups users.'''
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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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#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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#Click in the '''Name''' field and enter the profile name for the new profile being created.
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#Click in the '''Desc''' field and enter the profile description 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.
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#Click the green save button.
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#To edit the permissions for the profile click the '''Edit''' icon in the column to the right of the '''Save cell'''.
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[[File:pteedit.png]]
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#Click in the '''Category''' field for the profile that you need to edit.
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#Check/Uncheck NA/RO/RW for each Program Category as needed.  (NA-no access, RO-read only, RW-read write)
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#Click the '''Save''' button at the bottom of the User Permissions window.
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#Click in the '''Program''' field for the profile that you need to edit.
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#Check/Uncheck NA/RO/RW for each Program Category as needed.  (NA-no access, RO-read only, RW-read write)
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#Click the '''Save''' button at the bottom of the User Permissions window.
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#Click in the '''Action''' field for the profile that you need to edit.
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#Check/Uncheck NA/RO/RW for each Program Category as needed.  (NA-no access, RO-read only, RW-read write)
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#Click the '''Save''' button at the bottom of the User Permissions window.
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#Click the '''Close''' button at the bottom.
  
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'''How to Edit Permissions for a Profile using an existing User with the Profile that needs to be edited'''
 
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#After opening up the User Management program for a school or the district, click in the '''Category''' field on any of the categories for the user with the profile you are editing.
 
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#Check/Uncheck the NA/RO/RW as needed.  (NA--no access, RO--read only, RW--read write)
 
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#Click '''Save''' button at the bottom left of the Categories window.
 
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#Reply to the question about changing '''ALL''' users with the same profile. If you respond '''yes''' to this question all users with the same profile will have their permissions changed at this time.
 
  
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Also:
  
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'''How to Edit Permissions for a Profile using the Profile Template'''
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[[Security Permissions for Student Master]]
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#After opening up the User Management program for a school or the district, click the '''Action''' button at the top right.
 
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#Select '''Profile Template'''. A window will appear that lists all profiles with each set of permissions per school.
 
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#Click in the '''Category''' cell for the Profile that you need to edit.
 
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#Check/Uncheck the NA/RO/RW as needed.  (NA--no access, RO--read only, RW--read write)
 
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#Click '''Save''' button at the bottom left of the Categories window.
 
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#Reply to the question about changing '''ALL''' users at '''ALL''' schools with the same profile. If you respond '''yes''' to this question all users with the same profile will have their permissions changed at this time.
 
  
  
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'''How to Edit Permissions of Individual Users'''
 
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#After opening up the User Management program for a school or the district, click in the '''Category''' field on any of the categories for the user with the profile you are editing.
 
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#Check/Uncheck the NA/RO/RW as needed.  [NA--no access to user(s), RO--read only by user(s), RW--read write by user(s)]
 
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#Click '''Save''' button at the bottom left of the Categories window.
 
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#Reply to the question about changing '''ALL''' users with the same profile '''No'''. If you respond '''yes''' to this question this user plus all users with the same profile will have their permissions changed at this time.
 
  
  
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'''How to Edit Permissions for Viewing Fields in the Student Master'''
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#After opening up the User Management program for a school or the district, verify that the user has '''Student Master in the Category''' field.
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:[[System|'''System''' Main Page]]
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#Click in the '''Program''' field for the Student Master Category. A popup will appear listing all programs associated with the Student Master.
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:[[User Management|'''User Management''' Main Page]]
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#Select '''RW on the Student Master''' item in the list of programs.
 
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#Click '''Save''' button at the bottom of the popup.
 
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#Respond to the question about changing all users with the same profile. If you respond '''No''' only this user will be changed. If you respond '''Yes''' all users with this profile will be changed.
 
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#A new Student Master item will appear on the next line for this user only or all users depending on your response in the previous step. 
 
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#Click in the '''Action''' field to the right of the P-Perm cell for the newly created Category/Program permission. A popup containing the list of Student Master fields for which for following permissions can be set: '''No Access, Read Only, Insert, Delete'''. Availability of these permissions can be different for the individual fields.
 
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#Select the desired Action for one or more fields in the list.
 
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#Click '''Save''' button at the bottom of the popup window.
 
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#Respond to the question about changing all users with the same profile. If you respond '''No''' only this user will be changed. If you respond '''Yes''' all users with this profile will be changed.
 
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#A new row will appear on the screen for the user(s) for newly added actions with the action and the A-Perm value.
 
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#Edited permissions will be updated at this time for existing Actions.
 

Latest revision as of 09:46, 8 November 2023

The following sections will provide instructions on how to change permissions for a profile group, for an individual user, and for access to some fields on the Student Master by individual or groups users.

Video

User Management - Profile and Student Master Permissions video

How to Create/Edit Custom Profiles and Permissions Using the Profile Template Editor

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.

  1. Click in the Profile field on the top blank line and enter the two character profile ID for the new profile being created.
  2. Click in the Name field and enter the profile name for the new profile being created.
  3. Click in the Desc field and enter the profile description for the new profile being created.
  4. If the profile will use an existing menu type select either Admin, Teacher or Sped.
  5. Click the green save button.
  6. To edit the permissions for the profile click the Edit icon in the column to the right of the Save cell.

Pteedit.png

  1. Click in the Category field for the profile that you need to edit.
  2. Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write)
  3. Click the Save button at the bottom of the User Permissions window.
  4. Click in the Program field for the profile that you need to edit.
  5. Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write)
  6. Click the Save button at the bottom of the User Permissions window.
  7. Click in the Action field for the profile that you need to edit.
  8. Check/Uncheck NA/RO/RW for each Program Category as needed. (NA-no access, RO-read only, RW-read write)
  9. Click the Save button at the bottom of the User Permissions window.
  10. Click the Close button at the bottom.


Also:

Security Permissions for Student Master



System Main Page
User Management Main Page
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