ARTICLE: People Management - Permissions
Once a contact profile has been created with a specific role, many security / access / permissions are connected to that role type via system configuration. These settings can be further refined on an individual level via the Permissions tab within an individual profile. This level of setting control is generally reserved for staff profiles, however, the ability is available for all profiles.
Main Menu >>People Management >> View Contacts >> Profile >> Permissions
View Contacts
The People Management page presents current/active contact profiles via a table view, which can be adjusted with the filters provided.
Here you can view, collate, rank and export data as required. This page also allows the creation and bulk management of contact profiles.
To click on a line item will open the profile, across the top is a row of tab pages grouping data for the individual.
A detailed document explaining Contact Profiles can be found here: People Management - Basic overview
Please Note:
- When creating a new contact profile, a Role Type is required, each individual role type has specific security and access settings.
- A staff member may change roles within the work place, depending on how your school setup its Role Types via System Configuration >> Infinity, it may be simple to just change the Role Type on their profile, be aware of the change in Security/Access settings.
- The Permissions tab allows you to edit an individual's security and access setting for their profile only.
- This may be useful for a change in a staff members responsibilities, that is not as large as a Role Type change.
Permissions Tab
This area allows a school to make any necessary additional updates to an individuals Reach access settings.
To update settings, simply click on the required line item, that group will slide down to reveal the available permissions.
Manage the individuals access by selecting or deselecting each item via the tick box.
Once complete, save the profile.
When updating staff profiles, settings could be adjusted for any number of subject groups, depending upon needs.
Conversely, the two main subject groups to update for a student profile are Kiosk and Leave, as shown here.
Additional Profile Tutorials
The following links provide steps to further setup and manage contact profiles;
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