Role Membership by Role

Roles determine which tasks are enabled for users who are members of the role. They also determines which reports (if any) those users can access.

Users can be members of multiple roles. If at least one of the user's roles grants them access to something, then the user has access—even if one of the user's other roles lacks access.

As a platform manager:

  1. Select Core.

  2. Select Security.

  3. Select Roles.

  4. Find the role in the list. Then select the role name.

    Alternatively, on the role's row, select (...) and then select Manage roles.

  5. Select Members. A list appears.

    Like other "Sky" lists, you can

    • Search for a specific user.

    • Use Filters to limit the list results. For example, find all users added by a specific individual.

    • Determine which Columns of information to show.

    • Select a column header to sort by ascending or descending order, such as by date or last name.

    • Select a column header. Then drag and drop it to rearrange the data.

    • On any role, select (...) More to take additional action for that list item.

As a platform manager:

  1. Select Core.

  2. Select Security.

  3. Select Roles.

  4. Find the role in the list. Then select the role name.

    Alternatively, on the role's row, select (...) and then select Manage roles.

  5. Select Members.

  6. Select +Add.

  7. Search for a specific user. Use Filters to limit the list results.

    You can also

    • determine which Columns of information to show,

    • select a column header to sort by that value,

    • and drag and drop column headers to rearrange them.

  8. Select one or more users.

  9. To quickly choose multiple users, select +Add a group of members.

    For example, add students who graduated in a specific year to a role for alums in bulk.

  10. A count appears at the bottom of the list. Select Save to add the users to the role.

Tip: Tell users to log out and then sign in again to see the changes associated with their new role membership.

A platform manager can remove a user from a role. For example, remove a user from a role when a user's responsibilities change (including "past" roles).

  1. Select Core.

  2. Select Security.

  3. Select Roles.

  4. Find the role in the list. Then select the role name.

    Alternatively, on the role's row, select (...) and then select Manage roles.

  5. Select Members. A list appears.

  6. Search for a specific user. Use Filters to limit the list results.

    You can also

    • determine which Columns of information to show,

    • select a column header to sort by that value,

    • and drag and drop column headers to rearrange them.

  7. On the user's role, select (...) More and then Remove. Confirm the change.

As a platform manager, you can customize access for members of some roles.

You can often filter access for academics, activities, advisory, and athletics.

For example, if your school has multiple users with the schedule manager role, you might limit which classification or school level each member can manage.

  1. Select Core.

  2. Select Security.

  3. Select Roles.

  4. Find the role in the list. Then select the role name.

    Alternatively, on the role's row, select (...) and then select Manage roles.

  5. Select Members. A list appears.

  6. Search for a specific user. Use Filters to limit the list results.

    You can also

    • determine which Columns of information to show,

    • select a column header to sort by that value,

    • and drag and drop column headers to rearrange them.

  7. On the user's role, select (...) More and then Access filter.

    Note: This option is only available for some roles.

  8. Determine what the user should have access to. Then select Save.

As a platform manager:

  1. Select Core.

  2. Select People finder.

  3. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.

  4. Select Access.

  5. Select Role membership.

  6. From the Role membership screen, select Edit.

  7. Use the checkboxes to add or remove roles.

    Note: Some roles are managed by relationships or enrollment, and cannot be added or dropped from this screen.

  8. Select Save & exit.

As a platform manager:

  1. Select Core.

  2. Select People finder.

  3. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.

  4. Select Access.

  5. Select Role membership.

  6. From the Role membership screen, select View history.

  7. View the date and time any role was added or removed, as well as who made the change.

  8. Return brings you back to the Role membership screen.