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Changing a base role

A District Administrator can change a base role and create a new base roles.

When a change is made to a base role, Chancery SMS automatically applies that change to all roles based on that base role. This enables the District Administrator to easily control the permissions for a large number of roles.

A District Administrator should consider creating a new base role in circumstances where there is a class of system users that is distinct from Chancery SMS's standard base roles; for example, teacher's aides. Creating a base role involves naming it, assigning it to a base role group, and setting its permissions. You can change much about a base role but not its base role group.

To edit a base role [You can do this if your role is District Administrator.DA]:

1

On the home page, in the control bar under ADMIN, click District Setup. The District Setup page appears.

2

Under Users, click Base Roles. The Base Roles page appears [Figure 124].

3

In the Base Role column, click a base role's name. The Edit Base Role page appears [Figure 125].

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To add a base role, in the Actions men click Add Base Role.

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To delete a base role, select it and in the Actions menu click Delete.

4

Under General, enter or change Information, which includes:

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Description: The role's name.

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Short Name: An abbreviated name used by Chancery SMS in various places.

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Group: Specifies the base role group [>>].

5

Under Permissions, set permissions fro this base role.

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Select the check box of a permission to have that permission applied to all roles that are based on this base role [Figure 126].

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When you add a new base role, all permissions are initially set to "No" or "None".

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Caution: When you change one or more permissions, log out of Chancery SMS then log back in—this ensures that Chancery SMS saves the change.

6

Click OK.

Figure 124: Base Roles page

Figure 125: Edit Base Role page

Figure 126: Base role permissions example

Table 43: Permissions pertaining to base roles

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