Manage Role Permissions

As an Administrative user, you can search for, add, edit, and remove user role permissions.

Overview

With user Role Permission settings, you can control access to viewing data and completing actions by establishing permissions associated with different roles within the existing role categories of: Student, Proxy (Guest or Parent), and Admin. These are the Role Permission management features:

  • The ability to create multiple roles with the same Role Category. For example:
    • An Admin with View Only access and an Admin Super User with complete access.
    • A Proxy with FAFSA Parent Delegate access and a Proxy with Non-FAFSA Parent Delegate access.
  • Available permissions are appropriate to the selected Role. For example, a Student role can’t have permission to manage Self-Service Settings.

In addition to managing Role Permissions through the Self-Service UI, you can establish newly defined roles via SAML.

Manage Role Permissions

Create and maintain Role Permissions to control access to the Student Self-Service UI by Role Categories.

Manual Processing Steps

Student Self-Service Login

A Self-Service User Type of Admin is required to access Settings.

  1. Log into Student Self-Service as an Admin.
  2. Navigate to Settings > Role Permissions.

To add a Role:

  1. Click Add Role.
  2. Under the Details tab:
    1. Select a Category: Student, Admin, or Proxy.
    2. Enter a Description. This value populates the Code field by default.
    3. Click the pencil icon to edit the Code field. This field must be unique. Don’t enter a previously used Role Code.
    4. Select the desired Permissions for this Role by selecting the associated check boxes.
  3. Click Save.

To remove a Role:

  1. Select a Role.
  2. Click Remove Role.
  3. Click Remove.

To view users, assign users to a Role, or un-assign users from a Role:

  1. Select a Role.
  2. Select the User Assignment tab. All users are displayed. Users who are assigned that role have an active check box.
  3. To search for a user, enter any part of the user’s First Name, Last Name, or External Student ID into the Search for users to assign field and click Search to filter the list of users. Searches are in the context of the selected Role.
  4. To assign a user to a Role, select the check box beside their name, and click Save.
  5. To un-assign a user from a Role, deselect the check box beside their name, and click Save.