Set General Permissions Matrix

Student Financial Aid provides you 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 assign General Permissions based on a specific production process and further assign users to Roles based on their areas of expertise.

Note: Each General Permission other than Dashboard, Task, Student, and Administration has a Permission dependency. The Permission dependency is the highest level navigation in the General Permissions Matrix table in this topic. For example, the Permission dependency for the Match Unmatched ISIRs Permission is the Administration Permission.

Note: Permissions that are only applicable to Student Financial Planning (SFP) and not Student Aid Eligibility are noted.

General Permissions Matrix

General Permission	Gives the User Permission to:	Navigation
Administration	Access all Administrative functions including: FAS Management. G5 Management. SFP only. Security Management. System Management.	Administration
Administrative Relief	SFP only. Override a close -out date for a Non-Federal Fund.	Administration > System Management > Administrative Relief > Override button in the Override Fund Closeout Date column.
At Will Repackage	SFP only Repackage the Student based on current inputs.	Student > Financial Information > Packaging > Repackage button
At Will SAP Status Update	SFP only. Change the Current SAP Status or Override SAP Calculation.	Student > Student Record > SAP Information > Change link associated with the Current SAP Status field and the Override SAP Calculation button
COA Adjustment	SFP only. Add a Positive or Negative Adjustment to the COA.	Student > Financial Information > Packaging > > View Details icon (eye icon) associated with Package Status, Adjustment button.
Configuration Administration	View the Configuration Administration page. Load Configuration through the SFP user interface. View Configuration Load History. Download Current Configuration. Review the Configuration File Guide, hierarchy, naming standards, and so on.	Administration > System Management > Configuration Administration
Configure QC Hold	SFP only. Globally enable configured QC holds.	Administration > FAS Management > QC Holds Management
Create R2T4	SFP only. Create and Replace an R2T4 record. Trigger R2T4 Calculation.	Student > Financial Information > R2T4 Information > Create R2T4 Student > Financial Information > R2T4 Information > Replace R2T4 button Student > Financial Information > R2T4 Information > Trigger R2T4 Calculation button
Credit Balance Creator	SFP only. Create a credit balance on a student record.	Student > Financial Information > Credit Balance > Create Credit Balance page and button
Credit Balance Modifier	SFP only. Modify the credit balance amount, recipient, and date at any point.	Student > Financial Information > Credit Balance > Resulting Credit Balance Information
Credit Balance Not Sent Modifier	SFP only. Modify the credit balance amount, recipient, and date only if the credit balance event outbound message has not been sent.	Student > Financial Information > Credit Balance > Resulting Credit Balance Information
Dashboard	View the Dashboard page. The user only sees Task Queues and Tasks they have permissions to.	Dashboard
Dashboard Supervisor	View the Supervisor View Dashboard: Assign Tasks. Unassign Tasks. Update Priority of Tasks.	Dashboard > Supervisor View
Disbursement Administrator	SFP only View Disbursement Administration page and ability to update: Disbursement Numbers. Sequence Numbers. Disbursement Status. Cancellation Reason. Cancellation Date. Total Amount. Incremental Amount. Increment Net Amount. Payment ID. Return ID. Delete Disbursement Record. Save Disbursement Records (doesn't send anything to COD). Re-Originate by Fund Type. Send Originations to COD for all Fund Types.	Administration > System Management > Disbursement Administration
Disbursement Override	SFP only. Override the Payment Period Disbursement Amount.	Student > Financial Information > Disbursing > Edit Disb Amt button
Document Request Canceller	Cancel a document request.	Student > Documents > Pending Requests > Cancel button
Document Requestor	Request documents.	Student > Documents > Received Documents/Pending Requests > Request Document(s) button
Document Review Task	View Review Document for Approval Task Queue.	> Dashboard > Task Overview > Review Document for Approval
DOE File Management	Enable or disable receipt of Award Year based file formats.	Administration > FAS Management > DOE File Management > Choose Award Year, select or deselect File Name
Edit COA	SFP only. Update from Total COA to Actual COA and vice-versa.	Student > Financial Information > Packaging > COA button
Edit Comments	Update comments entered by self.	Student > Student History / Comments > Comments
Enrollment Overrides	SFP only. Override the Enrollment Information. : Update Current Status. Update Active Enrollment. Choose to Hide/Display the Enrollment.	Student > Student Record > Enrollment Information
FA History Request	SFP only. Request the NSLDS Financial Aid History.	Student > USDE > NSLDS > Request NSLDS File > New Request button
FTI Viewer	View Federal Tax Information from the ISIR.	Student > USDE > ISIR
Fund Allocation Management	SFP only. Add new and edit existing fund allocations for awards that require an allocation schedule.	Administration > FAS Management > Fund Allocation Management
Fund Eligibility Viewer	SFP only. View the Fund Eligibility page.	Student > Financial Information > Packaging > Fund Eligibility icon; the eye icon associated with the Fund Information link.
G5 Drawdown	SFP only. View Available Drawdowns: Complete a New G5 Transaction. Complete a New G5 Transaction for Selected. View Disbursements within an Available Drawdown. View G5 Transaction History: Add New Control Entry. View Disbursements. Edit Drawdown Control Number and/or Amount.	Administration > G5 Management
General Read-Only	Supersedes all Role permissions and prevents the user from being able to complete any manual overrides. This permission isn't listed with other General Permissions. Rather, it's activated using the General Read-Only Permission toggle switch on the Roles Management page. The General Read-Only Permission can't be assigned to the System Administrator Role.	Administration > Roles Management
Grant Overpayment Resolution Task Review	SFP only. View the "Report Grant Overpayment Resolution to NSLDS and DRS" Task Queue.	Dashboard > Task Overview > Report Grant Overpayment Resolution to NSLDS and DRS
Grant Overpayment Task Review	SFP only. View the "Review Grant Overpayment and Notify NSLDS and DRS" Task Queue.	Dashboard > Task Overview > Review Grant Overpayment and Notify NSLDS and DRS
Grant Overpayment Create	SFP only. Create a new Grant Overpayment on the student record. The button appears in the following cases: There is packaging data available. At least one Title IV Grant fund is disbursed and doesn't already Grant Overpayment created. If an R2T4 has occurred for that student Program Enrollment Status = W. For the current academic year. The button doesn't appear in the following cases: No Packaging data available. None of the current Title IV Grant funds are disbursed. All available disbursed Title IV Grant funds already have Grant Overpayments created for full amounts; either through a task or manual intervention. If an R2T4 has not occurred for that student.	Student > Financial Information > Grant Overpayment > Create Grant Overpayment button
Hide R2T4	SFP only. Hide an R2T4 Record.	Student > Financial Information > R2T4 Information > Hide R2T4 button
ISIR Review Task	View "Complete ISIR Review" Task Queue.	Dashboard > Task Overview > Complete ISIR Review
ISIR Status Override	Update the status of the Active ISIR.	Student > USDE > ISIR, pencil icon associated with Status field
ISIR Verification Task	View "Complete ISIR Verification" Task Queue.	Dashboard > Task Overview > Complete ISIR Verification
ISIR Corrector	Make and Submit ISIR Corrections to the "Valid" and "Active" ISIR.	Student > Financial Information > ISIR > Make Corrections button
Load ISIRs	Load ISIR files.	Administration > System Management > Load ISIRs
Load Message File	View the Load Message File page and load XML files to the MPG.	Administration > System Management > Load Message File
Manage Summer Term	SFP only. Add or remove Summer Terms from an Academic Year.	Student > Financial Information > Packaging > Manage Summer Term button
Match Unmatched ISIRs	Select IDs to which Unmatched ISIRs can be matched.	Administration > FAS Management > Unmatched ISIRs
NFF Eval Review Task	SFP only. View the "Re-Evaluate NFF Fund" Task Queue.	Dashboard > Re-Evaluate NFF Fund
NFF Forms Task Review	SFP only. View the "Process an NFF Document" Task Queue.	Dashboard > Task Overview > Process an NFF Document
NFF Workflow	SFP only. Add or edit Non-Federal Funds on a Student Record.	Student > Financial Information > Non-Federal Funds > Select Fund Type button
Origination File Update Review	SFP only. View the "Origination File Update" Task Queue.	Dashboard > Task Overview > Origination File Update
Over Award Review Task	SFP only. View the "Evaluate Over Award Packages" Task Queue.	Dashboard > Task Overview > Evaluate Overaward Packages
Override Academic Years	SFP only. Override Academic Year and Payment Period start and end dates.	Student > Financial Information > Packaging > Override Academic Years button
Override Anticipated Disbursement Date	SFP only. Override the Anticipated Disbursement Date by Fund Type.	Student > Financial Information > Disbursing > Payment Period > Anticipated Disbursement Date column, pencil icon
Override Disbursement Date	SFP only. Override the Disbursement Date by Fund Type.	Student > Financial Information > Disbursing > Payment Period > Date column, pencil icon
Override Disbursing Criteria	SFP only. Override Disbursement Criteria between Not Met and Met by Fund Type: Override individual criterion. Override all criteria.	Student > Financial Information > Disbursing > Payment Period > Sequence # > Override > button and Override All button
Override G5 Disbursement	SFP only. Edit G5 information from the Disbursement page.	Student > Disbursing > G5 Details > Override
Override Plus Application Default Overpay Code	SFP only. Override the Default Overpay Code in the borrower details section of the application.	Student > USDE > Plus Application > Parent/Grad PLUS Applications > Borrower Details > Override Default Overpay Code button
Package Fund Edit	SFP only. Add/Edit/Remove Fund Types.	Student > Financial Information > Packaging > Fund Information Table
Password Policy	Enter parameters for creating passwords.	Administration > Security Management > Password Policy
Professional Judgement Review Task	View the "Review Professional Judgment" Task Queue.	Administration > Security Management > Review Professional Judgment
R2T4 Override Edit	SFP only. Override R2T4 data or terminate R2T4.	Student > Financial Information > R2T4 > Override R2T4 Data button and Terminate R2T4 Data button
Re-Trigger SAP Evaluation	SFP only. Re-evaluate a SAP period record.	Student > SAP Information > Trigger New SAP Evaluation button
Regulatory Management	Set FAFSA Completion Start and End dates by Award Year.	Administration > FAS Management > Regulatory Management
Role ISIR Code Updater	Update the Status of an ISIR Code.	Student > USDE > ISIR > ISIR Codes > Change link
Roles Management	Create and manage Roles.	Administration > Security Management > Roles Management
SAIG Errors	View SAIG Error Details.	Administration > System Management > SAIG Errors > View Detail button
SAP Appeal Review Task	SFP only. View the "Review SAP Appeal" Task Queue.	Dashboard > Review SAP Appeal
SAP Review Task	SFP only. View the "Review SAP Evaluation" Task Queue.	Dashboard > Review SAP Evaluation
SSN Viewer	View the student's full Social Security Number.	Student > View link, anytime the SSN field is displayed on page.
SAP Appeals Override	SFP only. Update the Number of Approved Appeals on File.	Student > Student Record > SAP Information > Change link
Student	View any Student Record.	Student Enter search terms in the Search Student box.
Student History	View the Student History or Comments tab and associated pages.	Student > Student History/Comments > Student History or Comments
Student Holds	View the Student Holds page: QC Holds. Student Records Hold.	Student > Student Holds > QC Holds or Student Record Holds
Student Holds Modify	Modify Holds (for example, Release, Update): QC Holds. Student Records Hold.	Student > Student Holds > QC Holds or Student Record Holds Note: Requires Student Holds permissions.
Student Letters	View Student Letters.	Student > Student Record > Student Letters
Student Summary	View the Student Summary page.	Student > Student Record > Student Summary
System Management	View and use of all items contained within System Management: SAIG Errors. Load ISIR File. Load Message File. Disbursement Administration.SFP only Administration Relief. SFP only	Administration > System Management
Task	View the contents of a Task.	Dashboard > Task Overview Select a Task Queue, Click Start or Resume button for any Task.
TD Client and VUG	Enable or disable TD Client.	Administration > System Management > TD Client Management
Transfer Change of Program Evaluator	SFP only. View the "Evaluate Student Change of Program" Task Queue.	Dashboard > Evaluate Student Change of Program
Transfer Overlapping Academic Years Evaluator	Do not use. Deprecated.	Not Applicable.
Update Fund Award Year Closeout	SFP only. View the "Update Fund Award Year Close Date" Task Queue.	Dashboard > Update Fund Award Year Close Date
Updating Manual SAP Indicator	SFP only. Update the manual SAP review flag in the Student Record.	Student > Student Summary select Student Name and ID number down chevrons to expand Student information and expose the Override Manual SAP Indicator link.
Updating Professional Judgement Decision Status	Manually override the Professional Judgement Decision Status.	Student > Financial Information > Professional Judgement
User Management	You can add and manage system users manually.	Administration > Security Management > User Management
View Hidden R2T4	SFP only. View Hidden and Canceled R2T4 records.	Student > Financial Information > R2T4 > View Hidden R2T4
View Unmatched ISIRs	View unmatched ISIRs.	Administration > FAS Management > Unmatched ISIRs
XML Viewer	View COD Response XML File.	Student > Financial Information > Common Record Information > Origination Response / Disbursement Response > Fund Type > Award Year > Date/Time (received response) > View Complete COD XML button