Create Permission Templates for a Site

Only Administrative Administrators can limit access rights to site level individuals. Restrictive permissions can be set for the following areas: Tags, Catalog, Purchasing, Rooms, Site Transfers, Staff, and Students.

Create Permission Templates for Site Level Users

1. Click on Users under Management Quick Links.

2. Select Permission Templates under the Management Quick Links. The Manage Permission Templates window opens.

3. Select Add Record.

4. Enter the Permission Template Name.

5. Select the User Role from the drop down menu.

6. Deselect the desired permission settings for the template.

7. Click on Save.

NOTE:

If permissions have been restricted, the respective site level individual will commonly see a grayed out navigation icon or the feature will be hidden from their view. Mousing over the grayed out icon displays the phrase "Disabled by System Administrator."

TIPWeb-IT SITE PAGES	VIEW ACCESS	ADD / EDIT	MISC.
Tags	n/a	If Edit is deselected, the site level individual will not be able to: Edit Tag Details Edit Tag Funding Information Edit Product Information	n/a
CATALOG	If View Access is deselected, the respective site level individual will see a grayed out Catalog icon on the navigation bar.	n/a	n/a
PURCHASING	If View Access is deselected, then all other options in that category are also unchecked and the respective site level individual will see a grayed out Purchasing icon on the navigation bar.	If Add / Edit is deselected, the site administrative level individual will not be able to: Add a purchase order Edit an existing purchase order's details Close a purchase order Add a product to a purchase order Delete a product from a purchase order	n/a
ROOMS	If View Access is deselected, then all other options in that category are also unchecked and the respective site level individual will see a grayed out Rooms icon on the navigation bar.	If Add / Edit is deselected, the site level individual will not be able to: Add a new room Edit an existing room Initialize room inventory Add an audit Edit an audit Manipulate anything inRoom Audit Details(perform an Action on a tag,Close & Wrap Up an audit, or Delete an audit) Perform Room to Room Transfers	If Quick Collect is deselected, the site level individual will not be able to: Perform a Quick Collectfrom the Quick Linkssection Collect from the inventory of a staff member on Staff grid Collect from the inventory of a student on Students grid Collect from Tag/Serial Search
Site Transfers	n/a	If Initiate/Receive Site Transfers is deselected, the site level individual will not be able to: Perform Site to Site Transfers Receive Site to Site Transfers	n/a
STAFF	If View Access is deselected, then all other options in that category are also unchecked and the respective site level individual will see a grayed out Staff icon on the navigation bar.	If Add / Edit is deselected, the site level individual will not be able to: Add a new staff member Edit an existing staff member Open/edit Grademanagement window Open/edit Staff Typemanagement window	If Issue to Staff is deselected, the site level individual will not be able to: Issue to Staff from theQuick Links section Issue inventory from a staff member's account on theStaff grid
STUDENTS	If View Access is deselected, then all other options in that category are also unchecked and the respective site level individual will see a grayed out Students icon on the navigation bar.	If Add / Edit is deselected, the site level individual will not be able to: Add a new student Edit an existing student Open/edit Grademanagement window Assess a Charge to a student Edit an existing Charge Process a Charge Payment Void a Charge Void a Charge Payment Refund a Charge Payment	If Issue to Students is deselected, the site level individual will not be able to: Issue to Students from theQuick Links section Issue inventory from a student member's account on the Students grid