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?

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

• 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