Role Tasks (Old Version)

This help topic describes the legacy interface for managing roles and tasks. A new interface is now available to all schools. To learn more and try it, see Roles and tasks (new version).

Platform managers can customize roles by editing task names, changing the sort order, and (in)activating tasks.

  1. Select Core.

  2. Select Security .

  3. Select Roles.

  4. Find the role in the list. On the role's row, select (...) and then select Manage roles - Old.

  5. Select Tasks (from the left).

  6. Select Edit (next to the task name).

  7. Enter a new label in the Task name field.

  8. Select Save & exit.

  1. Select Core.

  2. Select Security .

  3. Select Roles.

  4. Find the role in the list. On the role's row, select (...) and then select Manage roles - Old.

  5. Select Tasks (from the left).

  6. Select Edit (next to the task name).

  7. Enter a numeric value for the Sort orderto indicate how it should be listed.

    The sort order only changes the task order on Manage Tasks screen. It does not change the order anywhere else in the system.

  8. Select Save & exit.

  1. Select Core.

  2. Select Security .

  3. Select Roles.

  4. Find the role in the list. On the role's row, select (...) and then select Manage roles - Old.

  5. Select Tasks (from the left).

  6. Select Edit (next to the task name).

  7. Select or clear the Desktop and App options for the task that should be enabled or disabled for the role.

  8. Select Save & exit.

  9. If a user is currently working when their tasks or roles are changed, tell them to sign out and then sign back in to see the changes.

For information about roles and tasks for SKY API, see API & SDK.