Access a Role for Editing

To access a role for editing, follow these steps:

1. Select Administration>Security>Roles from side navigation to open the Roles page.

   

2. The Status option defaults to “Active”. Leave this option selected.
3. Optional. If you want to search for a specific role, complete the Role Name field.
4. Click Search to view roles.

   

5. In the Action column for a row, click Edit to view the Role page and navigation Menu.

   

6. Use the Options field to add the following COVID-19 materials to the Student Summary Profile that can be viewed by the role:
   • “Dashboard – My Bookmarks”
   • “Student Summary Page – COVID-19”
   • “Non-Student Summary Page – Educational Session”
   • “Person Header – Class Schedule”
   • “Student Summary Page – Attendance”
   • “Student Summary Page – Health Portal”
   • “Bookmark – COVID-19 Counseling Session” (This selection is optional.)
   • “Bookmark – COVID-19 Screening” (This selection is optional.)

   The Options field with selections for COVID-19 materials is shown below.

   

7. Click Save in the upper right corner to save your changes.
8. Review the items in each section below to view whether it is appropriate for the selected role.