Thursday, March 3, 2016

Fixed Roles Implementation

  • Live Date June 27th, 2016 (Revised)
  • Custom roles no longer available
  • Users can be assigned multiple roles
  • Nine fixed roles
What is going to happen exactly?
On June 27th the custom roles feature will no longer be available. When you assign a staff member a role you will pick from 9 predefined roles. However you will be able to pick multiple roles for each user.
What are the new fixed roles?
  • Admin – Has full access to all parts of the application and all staff, prospects, students, courses and programs without any restrictions.
  • Finance – (Revised: Added 'Update' Access July 18, 2016) Full access to finance and student accounts. Access to financial reports and analytics.
  • Front Office – Read only access to prospects, students, courses and programs.
  • Instructor – Access to courses which they've been assigned to and read only access to students. Only users with the Faculty role can be assigned as instructors in courses.
  • Location Admin – Has full access to all parts of the application for locations they've been assigned with the exception of Institution Account.
  • Recruiter – Has full access to prospects they've been assigned. Only users with the Recruiter role can be assigned as Recruiters.
  • Recruiter Manager – Has full access to all prospects as well as prospect and recruiter analytics and reports.
  • Registrar – Has full access to students, courses, programs as well as analytics and reports.
  • Student Advisor – Has full access to students they've been assigned and read access to courses and programs.
What will happen to our existing roles?
For each user their existing role will be examined and the best combination of new roles will be assigned. This is going to create a short adjustment period. Hopefully by informing institutions ahead of time it will make the transition as smooth as possible.

Why are you switching to fixed roles?
The primary reason is to let us provide features directed to each role. Having customized roles makes it hard as some guessing is involved in what each user's role is. With fixed roles and the ability to assign multiple roles per user is the best of both worlds. The application clearly knows the role of each user and institutions have some flexibility is assigning and creating roles.

Is there anything I can do to make the transition smoother?
Admin users should take a look at their current list of roles and remove any roles which aren't in use.

If you have any comments, questions or concerns please contact us at