Insights - Role Based Security

Three new roles have been created to support user access to the Power Tiles that display on the Insights landing page.

Note that you can further modify these pre-defined roles as needed and create additional roles to further refine the power tiles that employees will have access to.

Pre-defined Role 1: Insights - Admin

Permissions: ALL permissions are assigned to this role

Users: This role is targeted to administrators and other applicable users at the district level

• Budget Manager

• Certificates Expiring

• Employee Absences

• Employee Storage Bank Balances

• My Pending Tasks

• My Absences

• My Storage Bank Balances

• Report Links Full Access

• Can View Custom Links

• Can View Quick Links

• Can View Menu Links

Pre-defined Role 2: Insights - School Admin

Permissions: ALL permissions are assigned to this role, with the exception of the Report Links Power Tile

Users: This role is targeted to administrators and other applicable users at the school level

• Budget Manager

• Certificates Expiring

• Employee Absences

• Employee Storage Bank Balances

• My Pending Tasks

• My Absences

• My Storage Bank Balances

• Can View Custom Links

• Can View Quick Links

• Can View Menu Links

Pre-defined Role 3: Insights - Emp

Permissions: Limited permissions

Users: This role is targeted to end-users at the school level

• My Absences

• My Storage Bank Balances

• Can View Custom Links

• Can View Quick Links

• Can View Menu Links

Steps to edit the pre-defined Insights Roles

1. Navigate to Tools > System Setup > Role Based Security

2. Search for and select the role to edit

3. Modify the name if required

4. To modify the permissions, click on the Permissions button

5. In the popup, select the product 'Insights'

6. The list of available permission display, select the permission(s) to assign to the role and then click the right arrow button to move the permission(s) to the selected box. To deselect a permission click on the permission in the Selected box and then click to left arrow to move back to the Available box (use ctrl+click to multi-select values)

7. Click Save

8. Click Close

9. To modify the users associated to the Role, click the Users panel located below the permissions grid

10. Enter the name or number of the employee to add to the role

11. Click Add (repeat steps 9 and 10 to add more employees to the role)

12. To remove an employee from the role, click on the minus icon located in the right-most column of the table

13. Click Save

14. Click Close

Step to create a new Role for Insights

1. Navigate to Tools > System Setup > Role Based Security

2. Click Add Role

3. Enter the role name

4. Click Save

5. Click Close

6. In the list of Roles, search for and edit the newly created role

7. Modify the name if required

8. To modify the permissions, click on the Permissions button

9. In the popup, select the product 'Insights'

10. The list of available permission display, select the permission(s) to assign to the role and then click the right arrow button to move the permission(s) to the selected box. To deselect a permission click on the permission in the Selected box and then click to left arrow to move back to the Available box (use ctrl+click to multi-select values)

11. Click Save

12. Click Close

13. To modify the users associated to the Role, click the Users panel located below the permissions grid

14. Enter the name or number of the employee to add to the role

15. Click Add (repeat steps 9 and 10 to add more employees to the role)

16. To remove an employee from the role, click on the minus icon located in the right-most column of the table

17. Click Save

18. Click Close