Enable the Contact Card Manager Role

Most employees who are responsible for keeping user profile data updated should have the contact card manager role instead of platform manager role (and its clones).

Tip: Learn how to manage roles and tasks for users.

Contact card managers can acknowledge personal data common to any user (including contact information, demographics, relationships, emergency contacts, business, and education information).

• From Core, you can use the People finder to go to a user's profile and Contact card to make changes.

• From Core, Users, you can also select Profile changes to review the changes users have made or that other administrators made on a user’s behalf.

We recommend schools also use the contact card manager role to grant API access to any of our third party partners who rely on accessing or updating Contact card data. It ensures that the API access is limited strictly to the data they need.

We recommend schools grant the platform manager role sparingly.

Schools should avoid granting users a clone of the platform manager role, even when they remove unwanted tasks to limit the clone's access (as much as possible) to only contact card functionality. If your school relies on clones, consider replacing them with the contact card manager role instead.

When platform managers receive new tasks or an existing task it updated, schools with clones must review the clones to ensure their access is still appropriated limited (not too little nor too much power).