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Roles and Permissions

Roles and Permissions

What a person can see and change depends on four things: administrator access, their Staff Roles, their permissions, and the students they are assigned to.

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What decides access

For each person on your staff:

  • Administrator access lets them do everything.
  • Staff Roles, such as Tutor or Rabbi, say what they do with students and ceremonies. A role can also grant permissions.
  • Permissions each open one kind of work to someone who is not an administrator.
  • Assignments to students, as Primary tutor or Supporting, decide which students they work with.

To change the first three, open Staff in the sidebar, open the person, and choose Manage. Assignments are made on each student.

Administrators

Turn on Administrator on the Permissions tab of Manage. Only administrators can:

  • Add members with Add Members, and change anyone's roles and permissions.
  • Change Settings, except Programs.
  • Add students, change a student's standing and wrap students up.
  • Assign staff to students.
  • Open Staffing and Activity.

An organization always has at least one administrator. The last one cannot be removed or lose administrator access.

Staff Roles

Your roles are in Settings under Staff Roles. Four come ready: Tutor, Rabbi, Cantor/Hazzan and Educator. You can rename them, or add more with New Staff Role, from a ready list or with Start from scratch. Give a person their roles on the Roles tab of Manage. A role decides:

  • Who can be a student's primary tutor. Only someone who holds Tutor can, as the next section explains.
  • Who can be added to a student in that role. A person must hold Rabbi to be added to a student as their Rabbi.
  • What each Program asks for, on the Program's Staffing tab.
  • Who each ceremony on a Service Schedule asks for, under Ceremony Coverage.
  • Which permissions its holders get, under Role Permissions. A new role grants none until you choose them.

Tutor cannot be archived or deleted. A role that has been used can be archived but not deleted. An archived role grants nothing.

Tutor and the primary tutor

Each student has one primary tutor, who leads their preparation. Only someone who holds the Tutor role can be a primary tutor, whatever you rename it. A person can hold several roles. If your Cantor/Hazzan or Rabbi tutors students, give them Tutor as well as their own role, on the Roles tab of Manage. Every Program asks for a primary tutor, first on its Staffing tab. Add Staff Need adds the other roles a student needs, such as a Rabbi who attends the ceremony.

Permissions

Grant a permission on the Permissions tab of Manage, or through a role's Role Permissions. Each permission there shows where the person got it: from a role, Granted directly or Included with administrator access.

  • Manage Student Data: see, export and edit every student. Also manage cohorts, set a student's school and record grades.
  • Manage Ceremony Schedule: plan, move, confirm and cancel ceremonies on Ceremonies, and choose who covers them.
  • Manage Programs and Cohorts: create and change Programs.
  • Manage Availability and Restrictions: record staff time off and block-out requests.
  • Manage Services and Assignments is for iLeyn, and Manage Custom Voicing is for Custom Voicing.

Who sees which students

Administrators and staff with Manage Student Data see every student. Other staff see the students they are assigned to, as Primary tutor or Supporting. Each student has one primary tutor, who leads their preparation. To assign someone, open the Staff section of the student's page and choose Add Staff. Pick the person, their Staff role, and whether they are the Primary tutor. Only administrators and the student's primary tutor see the Practice and Messages tabs and can use Edit Student. Manage Ceremony Schedule does not open student pages. Someone who plans ceremonies and needs student pages also needs Manage Student Data.

Frequently asked questions

Why can't I add someone to a student as their Rabbi?

They need to hold the Rabbi role first. Give it to them on the Roles tab of Manage, then add them to the student.

Can someone who is not an administrator see every student?

Yes. Grant them Manage Student Data, directly or through one of their roles.

Can an administrator also tutor students?

Yes. An administrator who holds Tutor can be a student's primary tutor.

Which role does a cantor who tutors students need?

Tutor, alongside Cantor/Hazzan. Tutor is what lets someone be a student's primary tutor, and a person can hold both. Turn it on in the Roles tab of Manage.

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