Customizable Class Management

A role in ProClass is a set of permissions that you can assign to specific users. You must create roles and assign them to users in order for your users to have access to add or edit data in the system.

Unit roles are set at the unit level. When a user is assigned a unit role, he or she has the permissions defined within the role but only for the specific unit. Unit Roles are generally used within organizations that have multiple Units. If you have only one Unit in your organization you should most likely use the Organization Roles tab.

To add a role  

1. In the administration menu, click Manage Organization.

2. Do one of the following:

   • To add an organizational role, click the Organization Roles tab, and then click Add new role....

   • To add a unit role, click the Unit Roles tab, and then click Add new role....
     
     

3. In the Name box, type the name of the new role.

4. In the Description box, type a brief description of the role.

5. Click the Save button to save the new role.

6. Use the Permissions tab to assign specific permissions to the role.

7. Use the Users tab to assign users to the role.

8. Use the Security History tab to view actions taken related to the role.

To edit a role  

1. In the administration menu, click Manage Organization.

2. Do one of the following:

   • To edit an organizational role, click the Organization Roles tab.

   • To edit a unit role, click the Unit Roles tab.
     
     

3. Click the Edit button next to the role you want to change.

4. In the Name box, type to change the name of the role.

5. In the Description box, type to change the description of the role.

6. Click the Save button to save the changes.

7. Use the Permissions tab to change the permissions assigned to the role.

8. Use the Users tab to change which users are assigned to the role.

9. Use the Security History tab to view actions taken related to the role.