What are User Roles?

How to create a User Role

How to edit an existing User Role

How to delete an existing User Role

 

What are User Roles?

A User Role identifies what permissions a user should have in the product. There are two types of roles:

 

Faculty Roles are provided to all faculty imported into the product and allows the Evaluate administrator to choose whether or not the faculty member is allow to add additional questions to a survey.

*An additional setting needs to be applied per administration to allow faculty to add additional questions to a survey.

 

Report Administrator Roles are provided to users whose job is to absorb a collection of course evaluation data. For example, a Department Chair is often granted a Report Administrator Role to see results of course evaluation data for all course sections assigned to a department in the organization unit chart. Other roles could include: Dean, Provost, Program Head, etc.

If a Report Administrator should only see a subset of course section reports based on the faculty member teaching additional Faculty Roles should be created and will need to be assigned to faculty users.

 

How to create a User Role

  1. From the home screen click on User Roles.
  2. Click Create New Role
  3. Choose the Role Type - Faculty or Report Administrator
    • Faculty - Name the role and choose whether the role should be able to add Faculty Custom Questions by checking the box provided. Click Create.
    • Report Administrator - Name the role. Choose which level of the organization unit chart the role should have access to using the drop-down menu provided. Check which Faculty Roles the administrator should be able to view results for (one or more may be selected). Check which reports this role should have access to. Click Create.

At least 1 Faculty Role must be checked in order for the Report Administrator to see individual faculty reports.

The only case where a Faculty Role would not be selected for a Report Administrator is when access is only given to aggregate reports like the Response Rate Report or Question Mean Analysis.

CreateRole_1_.png

 

How to edit an existing User Role

  1. From the home screen click on User Roles.
  2. Click Edit next to the Faculty or Report Administrator role you would like to edit.
    • Faculty - Edit the role name and choose whether the role should be able to add Faculty Custom Questions by checking the box provided. Click Update.
    • Report Administrator - Edit the role name. Choose which level of the institutional unit chart the role should have access to using the drop-down menu provided. Check which Faculty Roles the administrator should be able to view results for (one or more may be selected). Check which reports this role should have access to. Click Update.

 

How to delete an existing User Role

  1. From the home screen click on User Roles.
  2. Click Edit next to the Faculty or Report Administrator role you would like to edit.
  3. Click on the delete button at the bottom of the page.

*Note that only roles that do not have any users assigned to them may be deleted.

 

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