Roles enable administrators to efficiently apply permissions to a group of users that perform the same job (e.g., teachers). 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.
Use the steps below to assign a pre-designed role to a user(s). If you need to customize a role, review the steps provided in this knowledge base article. [hyperlink to How to Create a Custom User Role].
Prerequisites
- Admin login credentials
How to Assign a Role to a User
1. Log into StudentKeeper.
2. In the left menu, select User/Role Management > Users.
3. Click the box next to the user's name.
4. In the upper-right, click Edit User. (As a note, you can only edit one user at a time. If you selected more than one user in the previous step, the Edit User option will still be available; however, any edits will only be applied to one of the users from your selections based on alphabetical order.)
5. Click anywhere in the Roles field. From the menu, select the appropriate role(s).
6. In the lower-right corner, click Save.
7. StudentKeeper will return to the list of users. The user's roles will be updated.
8. 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.
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