Set Roles and Role Permissions

Administrators can grant permissions to each role and staff member.

Here's what you can do:

• Create a role code and role name
• Create and assign group
• Set general permissions
• Set document permissions

Here are some permissions you can assign to roles.

General Permissions

• Task Queues
• Manual At-Will Actions
• Information displayed on the User Interface
• Editing functions
• Reports
• Workflows

Document Permissions

• Visibility to a documents
• Document Review Tasks
• Non-Federal Funds Forms Task

After creating a role, you can add or remove its permissions as needed.

Student Financial Aid manages permissions based on the institution's configuration, established roles, and role permissions. All users assigned to a role inherit its permissions, and any updates to the role automatically apply to all assigned users.