Article Contents & Related Support


Utilizing Tags

Manage Permissions

General Site Access

Additional Access by Org Unit

Organizing User Permissions



Distributed Permissions allow greater control over assigning granular permissions to create custom user access that better aligns with your institution's needs.

  • The Permissions link will appear in the top bar navigation if enabled on your site. To enable distributed permissions please contact
  • Full site administrators or any users with access to manage permissions will be able to access this link.
  • Click the Permissions link to view or manage all user permissions for the site.



The User Permissions page will display all user accounts. There are various ways to filter and organize this list as permissions become assigned.



To set permissions, select a specific user account from the list to begin managing permissions and tags.



Tags are markers that can be applied to individual (user accounts) within your Course Evaluations permissions. You can utilize these markers in any way you choose, however, they are typically useful for organization and in labeling users with similar permission assignments or campus roles. Tags impact how you may filter roles on campus and may be used to filter user reporting views.


User Account Tags:
To apply a user account tag, click the “Add Tag” button.


Applying tags will control two things:

(1) Your ability to filter users by tag:


(2) Your ability to choose which individual evaluation reports a user can view (i.e., this user may only view reports of individuals who have a tag of Tenured Faculty). Learn more about assigning report access here.


Manage User Permissions

After selecting a user account, you may add or manage their permissions.

Select from the list of permission items to grant the user sitewide access to the following Setup, Reporting, or Faculty related permissions.


Click “Save” when you have finalized your selections.


Adding Additional Permissions

In addition to the sitewide permissions, you have the option to assign Additional Permissions. This section allows you to add permission items that will have restricted access to a selected organizational unit.

Select the “Add” button to set additional permissions.


Choose a descriptive name for the Additional Permissions. This name will appear under the Additional Permissions area and on the User Permissions list page.



Select one or more Org Unit(s). The additional permissions granted on the screen will be restricted to the org unit(s) selected here. 



Assign the appropriate permissions related to Setup and Reporting for the user.

By default, users have access to all reports assigned within the selected org unit.

If desired, report access can be limited to users with specific tags.

Tags may be used to control reporting views, as it will restrict which reports are visible to the user to those that have the same Tag applied to their User Account.



Adding Additional Permissions:

In many cases, a user may need unique permissions for different organizational unit areas. This can be accomplished by adding multiple additional permissions where you may set unique permission assignments for each organizational unit.

Simply click “Add” and repeat the steps listed above.



Navigating the User Permissions page

If a user was assigned an Organizational Unit(s), Additional Permission(s) and/or Tag(s) this information will populate the User Permissions grid to help easily organize and filter this list.


Filter by Organizational Unit

Locate the Organizational Unit drop-down and select the organizational unit(s) you wish to filter by. The list will only display users with that selected Org Unit.


You may modify this filter by clicking the “Options” dropdown and selecting one of the following filter choices:

  • (Default) Only show users with the selected Org Unit
  • Show all users with access to selected Org Unit
  • Show users with access within selected Org Unit



Filtering by Tags

Any tags that you have created or applied to user accounts will appear in the “Tags” filter area. This may be used to filter the User Permissions grid to locate specific groups of users that you have defined.


Additionally, you may use the search bar provided to search for users by name.

All filter parameters will appear at the top of the screen as they are applied to the page. Select “Clear Filters” to return to the original list state.



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