Set Document Permissions

Student Financial Aid provides the school administrator complete flexibility in creating divisions of labor through Roles Management.

Overview

Administrators can create, view, and update all roles based on permission mapping. In addition, the administrator can enable Document Permissions based on the user's area of expertise.

There are three areas you can enable/disable document permissions:

View Document	NFF Forms Task	Doc Review Task
Visibility to specific documents	Approve/Reject Non-Federal Forms (NFF) through the Process an NFF Document task queue	Approve/Reject documents through the Review Document for Approval task queue

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.

• Administration

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Aid User Interface (UI)

1. Navigate to Administration > Security Management > Roles Management
2. Select the Role you want to enable or update permissions
3. Click the Document Permissions tab
4. Check the box to enable the Document Permission
5. Uncheck the box to disable the Document Permission
6. Click Save

Note:

• Click the Check-Box in the header row to enable/disable all documents for that column (on that page).
• Make sure to enable/disable Document Permissions on each available page.
• If an Award Year is not listed, the document is considered a Lifetime Document.