Role-Access Assignment Recommendations

Creation date: 10/17/2018 9:55 AM    Updated: 8/24/2026 8:29 AM   access assignment rights role-access roles

Suggested Role Access Assignments

Important:
These are suggested role-access assignments for common roles. Users may not require every permission listed.

Security Notes:
Enterprise access should only be granted to users who are responsible for creating, editing, or removing user accounts and user access permissions.

SSN Edit access should only be granted when absolutely necessary.

Directors

  • All available roles

Administrators

  • All Roles
  • *Excluding Enterprise*

Admissions

Full

  • Notifications
  • Prospect
  • Prospect Creation/Profile
  • Prospect Documents
  • Prospect Financial Aid Worksheet
  • Single Prospect Ledger
  • Single Student Ledger
  • SSN Edit*
  • Student
  • Student Documents
  • Student Profiles
  • Student Schedule
  • Messaging

Limited

  • Prospect
  • Prospect Creation/Profile
  • SSN Edit*
  • Student
  • Student Profiles

Recruiters

  • Prospect
  • Prospect Creation / Profile
  • Prospect Documents
  • Prospect Financial Aid Worksheet
  • SSN Edit*

Registrars

  • Student
  • Student Attendance
  • Student Documents
  • Student Grades
  • Student Lab Grades
  • Student Multiple Attendance
  • Student Multiple Grades
  • Student Multiple Lab Grades
  • Student Multiple Schedules
  • Student Profiles
  • Student Schedule

Instructors

Full

  • Student
  • Student Attendance
  • Student Grades
  • Student Lab Grades
  • Student Multiple Attendance
  • Student Multiple Grades
  • Student Multiple Lab Grades

Limited

  • Student
  • Student Multiple Attendance
  • Student Multiple Grades
  • Student Multiple Lab Grades

Student Instructors

  • Student
  • Student Multiple Attendance
  • Student Multiple Grades
  • Student Multiple Lab Grades

Accounting / CPA

  • 1098-T Electronic Filing
  • Federal Cash Account
  • Guarantors
  • Ledgers
  • Lenders
  • Notifications
  • Prospect Financial Aid Worksheet
  • Single Prospect Ledger
  • Single Student Ledger
  • Student Financial Aid Worksheet

Servicing

  • All Reports
  • ISIR Administration
  • Ledgers
  • Prospect
  • Prospect Documents
  • Single Prospect Ledger
  • Single Student Ledger
  • Student
  • Student Documents
  • Student Financial Aid Worksheet
  • Student R2T4 Calculation

Reporting Only

  • All Reports