Difference between revisions of "Creating Custom Profiles"

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===How to Create/Edit Custom Profiles and Permissions Using the Profile Template Editor===
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===How to Create/Edit/Copy/Custom Profiles and Permissions Using the Profile Template Editor===
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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.
 
  
 
#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.
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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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#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.
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#Click in the '''Category''' field for the profile that you need to edit.
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[[File:templateeditormain2.png]]
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#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.
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#Click the '''Close''' button at the bottom.
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#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.
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#'''[[Standard Print Options | Print]]''' - This will allow the user to print the report
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#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''']]
  
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[[User Management|'''User Management''']]
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:[[Profile Template Editor|'''Profile Template Editor''' Main Page]]
 

Latest revision as of 10:31, 30 May 2023

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

  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. See Template Editor box below.

Templateeditormain2.png

  1. Click in the Category field on the row 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 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.
  11. Print - This will allow the user to print the report
  12. 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.


Profile Template Editor

User Management

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