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Changing a base role
As a District Administrator, you can change a base role and create new base roles.
When a change is made to a base role, PowerSchool SMS automatically applies that change to all roles based on that base role. This enables you to easily control the permissions for a large number of roles. Important: If your district uses the Advanced Query [>>] feature, manually run the query synchronization after you add a new base role [see Synchronizing queries >>].
Consider creating a new base role in circumstances where there is a class of system users that is distinct from PowerSchool 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.
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In the Admin menu, click District Setup. The District Setup page appears. |
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Under Users and Security, click Base Roles. The Base Roles page appears [Figure 289]. |
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In the Base Role column, click a base role's name. The Edit Base Role page appears [Figure 290]. |
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To add a base role, click Add. |
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To delete a base role, select it and click Delete. |
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Under General, enter or change Information. |
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Under Permissions, set permissions for this base role [Figure 290]. |
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Click "+" to view a permissions category. |
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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. |
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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 PowerSchool SMS then log back in; this ensures that PowerSchool SMS saves the change. |
Figure 289: Base Roles page
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Base Role: The name (Description) of the role. |
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B
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Short Name: An abbreviated name used by PowerSchool SMS in various places. |
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Group: Specifies the base role group [>>]. |
Figure 290: Edit Base Role page
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B
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Propagates this permission's setting to all roles based on this base role. [Figure 291] |
Figure 291: Base role permissions example
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Propagates this permission's setting to all roles based on this base role. |
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B
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The bold blue font indicates a permission that has been changed but not yet saved. |
Table 52: Permissions pertaining to base roles
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To
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You need this permission
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Set to
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Details
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View base role settings such as permissions
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Users > User Roles
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View
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[>>]
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Change base role settings such as permissions
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Users > User Roles
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Edit
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[>>]
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Add, change, and delete base roles
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Users > User Roles
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Delete
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[>>]
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[You can do this if your role is District Administrator.DA]: