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?
• Open User Profile Management
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.
How do I create a user?
• Put in basic info.
How do I create a user?
• Assign some Roles.
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
What roles are available?
• Management Permissions:
– E-Form Management
– General Configurations
– Schedule Management
– Template Management
– User Management
– Checklist Management (coming in 3.0.2)
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
Need More Roles?
• Create a Role
• Configure a Role
– Table Prefix Definitions
– Table Exceptions
– Other Permissions
• Assign a Role
Create a Role
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.
Configure Permissions for
a Group of Tables
Configure Permissions for
Individual Tables
Configure Permissions for
Actions/Special Functions
Assign Role
Assign Non-Role Permissions
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Campus Restrictions
Alert Groups
SEVIS Accounts
Checklists
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
Alert Groups
Determines which alert groups the user can
access
SEVIS Accounts
Determines which SEVIS Schools/Programs show
in Batch Management
Checklists
• Determines which Checklists appear in the
Case Tracker
Self Configurable Options
• Alert Selection
• General Format Options
• Task Panes
Alert Selection
• Can still be done by the user
• Can also be done by User Manager for
centralized alert assignment
User Configs
• Allows setting standard office defaults
Duplicate User
Copies everything except:
• Profile
• SEVIS Accounts