Roles and Permissions: How to Create and Edit a Custom User Role

StudentKeeper includes pre-designed roles as an out of the box feature. (For a list of the pre-designed roles and their settings, please read this knowledge base article: StudentKeeper: Roles and Permissions. Administrators can assign a built-in role to a user, or they can use the steps below to create a custom role.

Prerequisites

• Admin login credentials

Table of Contents

• How to Create a Custom User Role
• How to Edit a User Role

How to Create a Custom User Role

1.  Log into StudentKeeper.

2.  In the left menu, select User/Role Management > Roles & Permissions.

3.  StudentKeeper will display the list of built-in roles and (if any) custom roles created by your organization.

• • Note: Pre-built roles include "(system)" in their description.

 

4.  In the upper-right, click Create Role.

 

 

5.  Fill in the Role Name field. This is typically a descriptive term for the group of users that will be affected.

 

 

6.  Click anywhere in the Users field. From the pop-up list, select the users to which this role will be assigned. You can type in this field to search for a specific user.

 

 

7.  If you are syncing with your SIS (Student Information System) via Edlink, you can choose to enable Auto Mapping for greater efficiency. For more information on Auto Mapping, review this knowledge base article.

 

 

8.  In the lower-right, click Continue. A message will appear at the top of the screen confirming the addition of a new role.

 

9.  Use the left side menu to assign permissions to the role.

 

 

 

10.  When done, click Save (lower-right).

 

11.  To test the behavior of the role, impersonate one of the users that has the role assigned to them. For instructions on how to impersonate a user, refer to this knowledge base article.

 

How to Edit a User Role

1.  In the left menu, select User/Role Management > Roles & Permissions.

 

 

2.  StudentKeeper will display your organization's roles.

 

 

3.  Use the filters to locate the specific role that will be edited.

 

 

4.  Click the box next to the role.

 

 

5.  In the upper-right, click Edit Role. (As a note, you can only edit one role at a time. If you selected more than one role in the previous step, the Edit Role option will still be available; however, any edits will only be applied to one of the roles from your selections based on alphabetical order.)

 

 

6.  After making any changes, click Save (lower-right).