AccuCampus How to create User Roles?

AccuCampus How to create User Roles?

INTRO 

In AccuCampus you can create as many roles as needed, this article describes in simple steps what is needed from start to finish.


STEP BY STEP


1- Go to Advanced Options--> Settings-->User Roles:

To create a new Role click on "Create Role", to edit an existing Role click in the name of the Role from the list.


2-Enter Role information and associate permissions:

2.1 - General Information:
In this section type-in the Role title and description:



2.2-Roles it has access to View/ Edit :
In this section select what other roles this one can view and those that it can edit.



2.3- Features Policy:

The Features shown are "packs" of permissions from the Actions Policy. It is meant as a way for account administrators to easily assign groups of permissions to user roles based on the tasks they will need to perform. When selecting feature policies, users should be mindful of all permissions this will activate. The best approach is to use these feature settings as a starting point and follow up with a careful review of the individual policies listed in the lower section.
Please see a partial screenshot from the Features Policy:

2.4-Actions Policy:
The Actions Policy allows for permissions to be individually checked or unchecked. Users may need part or all of any given category. The best practice is to start with the Features Policy at the top of the policies list and then further refining using the Actions: 
Please see a partial screenshot from the Actions Policy here, notice that for each Pack there are several actions, for example, in the "Action Item" there are 4 specific actions, you can click "Show " to see them all and enable as many as needed:



3-Associate role with Features in the system.

Now that you have created the role you need to associate the main system features to it, for this go to Advanced Options--> Settings-->User Roles and select the "Role Mappings Tab":



Associate the role with each of the 6 main features as needed:
The following options help us understand what each role can or cannot be associated to. This does not change access permissions to the users, but allows an administrator to associate different features with the different kinds of users.

3.1 Users that visit locations, attend courses, and/or classes: 
Make sure to add the new role if it fits the description by searching the role list, you can remove any role that should not be here by clicking the red minus sign to the left of the role name:


3.2 Users that can be registered as professor/instructor in a class:
Make sure to add the new role if it fits the description by searching the role list, you can remove any role that should not be here by clicking the red minus sign to the left of the role name:


3.3 Users available as staff



3.4 Users that attend appointments


3.5 Staff available for appointments:

Note: Notice that the new role "Peer Tutor" was added to this feature since Peer Tutors will help students in their appointments.
3.6 Appointments administrators:





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