Role-Access Assignment Recommendations

These are suggested role-access assignments that will allow the following titles to perform the functions typically associated with them. Your users may not require everything listed.

*	able to run all reports
**	able to run financial reports
+	able to run alumni reports
++	able to run prospect reports

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
  
• Student R2T4 Calculation
  
• Student Refund Calculation
  

Administrators

• Admin*
  
• Administrator
  
• Admission Representatives
  
• Admissions
  
• All Reports*
  
• Alumni+
  
• Alumni Profiles
  
• Attendance Export
  
• Basic Setup
  
• Company Administrator
  
• Course
  
• Database Extract
  
• Enrollment
  
• Everyone
  
• Federal Cash Account
• Import Tool
  
• ISIR Administration
  
• Ledgers**
  
• Lenders
  
• Notifications*
  
• Outcomes
  
• Previous Schools
  
• Programs
  
• Prospect++
  
• Prospect Creation / Profile
  
• Prospect Documents
  
• Prospect Financial Aid Worksheet
  
• Registrar
  
• School Calendar
  
• Setup
  
• Single Prospect Ledger
  
• Single Student Ledger
  
• Student
  
• Student Attendance
  
• Student Documents
  
• Student Financial Aid Worksheet
  
• Student Grades
  
• Student Lab Grades
  
• Student Leave of Absence
  
• Student Multiple Attendance
  
• Student Multiple Grades
  
• Student Multiple Lab Grades
  
• Student Multiple Schedule
  
• Student Profiles
  
• Student R2T4 Calculation
  
• Student Refund Calculation
  
• Student Schedule
  
• Text Messaging
  
• User
  

Admissions (Minimal)

• Admissions
  
• Enrollment
  
• Registrar
  

Admissions

• Admissions
  
• Company Administrator
  
• CompanyReports
  
• Educator
  
• Enrollment
• Instructor
  
• Management
  
• Outcomes
  
• Registrar
  
• Setup
  
• User
  

Directors

• All available roles

Federal Student Aid

• All Reports*
  
• Alumni+
  
• Alumni Profiles
  
• Attendance Export
  
• Contract Codes
  
• Course
  
• Documents Definitions
  
• Drop Codes
  
• Employment Codes
  
• Federal Cash Account
  
• Fiscal Years
  
• ISIR Administration
  
• Ledgers**
  
• Notifications*
  
• Programs
  
• Prospect++
  
• Prospect Financial Aid Worksheet
  
• Single Prospect Ledger
  
• Single Student Ledger
  
• Student
  
• Student Attendance
  
• Student Documents
  
• Student Financial Aid Worksheet
  
• Student Grades
  
• Student Lab Grades
  
• Student Leave of Absence
  
• Student Multiple Attendance
  
• Student Multiple Grades
  
• Student Multiple Lab Grades
  
• Student Multiple Schedule
  
• Student Profiles
  
• Student R2T4 Calculation
  
• Student Refund Calculation
  
• Student Schedule
  
• Test Definitions
  
• Text Messaging
  
• Tracking Codes
  

Instructors

• Student
  
• Student Attendance
  
• Student Grades
  
• Student Lab Grades
  
• Student Leave of Absence
  
• Student Multiple Attendance
  
• Student Multiple Grade
  
• Student Multiple Lab Grades
  
• Student Multiple Schedule
  
• Student Profiles
  
• Student Schedule
  
• Text Messaging
  

Instructors (Limited)

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

NACCAS

• All reports*
  
• Alumni+
  
• Alumni Profiles
  
• Attendance Exports
  
• Contract Codes
  
• Course
  
• Documents Definitions
  
• ISIR Administration
  
• Ledgers**
  
• Prospect++
  
• School Calendar
  
• Single Prospect Ledger
  
• Single Student Ledger
  
• Student
  
• Student Attendance
  
• Student Documents
  
• Student Grades
  
• Student Profiles
  

Recruiters

• Previous Schools
  
• Prospect Creation / Profile
  
• Prospect Documents
  
• Prospect Financial Aid Worksheet
  
• Referral Codes
  
• Import Tool
  

Registrars

• Alumni+
  
• Alumni Profiles
  
• Attendance Export
  
• Notifications*
  
• Prospect++
  
• Prospect Creation / Profile
  
• Prospect Documents
  
• Students
  
• Student Attendance
  
• Student Documents
  
• Student Grades
  
• Student Lab Grades
  
• Student Multiple Attendance
  
• Student Multiple Grades
  
• Student Multiple Lab Grades
  
• Text Messaging
  

Student Instructors (Minimal)

• Student Multiple Grades
  
• Student Multiple Lab Grades
  
• Student Multiple Grades Report

Student Instructors

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