Create A New Role

Roles Management enables you to customize roles and assign users to those New Roles within Student Financial Aid.

Overview

You can view, create, and update roles, role permissions, and assign specific users, specific roles. This feature allows you to control the access permitted to each role and staff member.

You can create a new role and assign specific permissions to the role. Some of the access you can assign permissions to include:

General Permissions

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

Document Permissions

Visibility to a document(s)
Document Review Tasks
Non-Federal Funds Forms Task

Once a role has been created, you are able to add or remove permissions to that role.

Student Financial Aid manages permissions based on the institution's configuration, established roles, and role permissions. All users assigned to a role have access to all permissions granted to that role and any updates made to a role, impact all users assigned to that role.

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)

Navigate to Administration > Security Management > Roles Management
Click the New button
Enter Role Code
- Must follow format constraints (i.e. alpha-numeric characters only)
Enter Role Name
Enable General Permissions
- Check the boxes you want the user to have access/visibility to
Enable Document Permissions
- Check the boxes you want the user to have access/visibility to
Click Save.