Overview

Permissions can be assigned at different scope levels, with inheritance flowing from broader to more specific levels:

School Level: Permissions granted at the School level cascade to associated Departments, Programs and the audits/pathways linked to those programs
Department Level: Permissions granted at the Department level cascade to associated Programs and the audits/pathways linked to those programs
Program Level: Permissions granted at the Program level cascade to associated Audits and Pathways

Important: This inheritance only works if your institution's data feed establishes these relationships. Without proper data associations, permissions must be assigned at each desired level.

Student Data & Engagement Permissions

Student Sets Scope Levels

A Student Set can be created and associated permissions assigned at the following levels of scope:

Campus
Student Tags
Student Level
School: Granting permission to view or engage with individual students at the School level will also grant permission for Departments and Programs associated with the School.
Department: Granting permission to view or engage with individual students at the Department level will also grant permission for Programs associated with the Department.
Programs
All students
Enrollment Levels
Concentrations

To create a Student Set, see Student Sets.

Note: If your institution's data feed does not provide clear association between students and their programs, departments, and/or schools, you may need to assign permissions at each of the desired levels of scope.

Student Data Permissions

Permission	Description	Inherited Permissions
`view_profile`	View student profile header and shared notes from the Notes tab (no academic progress, grades, or GPA)	—
`view_plan`	View student profile, shared notes from the Notes tab, and Planner tab (no grades, GPA or audit)	`view_profile`
`view`	Full access: profile, planner, audit (with grades), and Notes	–
`verify_plan`	Mark student plans as reviewed and enable notifications when students request a review of their plans.	`view`
`chat`	Exchange messages with students, send bulk messages to a group of students, set a tracked report to notify students who meet the criteria	`view`
`make_exception`	Create exceptions for students	`view`
`plan-edit`	Edit student plans	`view`
`change_audit`	Change applied audit for an individual student	`view`
`edit_articulation`	Edit and manage the status of articulations.

Individual Student Permissions

Permission	Description	Inherited Permissions
`student-view`	View the entire student record, including student profile, plans, audit progress, grades, and GPA.	`student-view_profile` `student-view_plan` `student-view_audit`
`student-view_profile`	View student profile, excluding plans, audit progress, grades, or GPA.
`student-view_audit`	View student profile, audit progress, grades, and GPA, excluding plans.	`student-view_profile`
`student-change_audit`	Change a student’s audit version for a given program.	`student-view`
`student-view_plan`	View student profile and plans, excluding audit progress, grades, or GPA.	`student-view_profile`
`plan-edit`	Add or move courses and placeholders on the student plan, and add or remove programs from the student profile for what-if scenarios.	`student-view`
`student-verify_plan`	Mark a student's plan as reviewed and enable notifications when students request a review of their plans.	`student-view`
`student-chat`	Send one-to-one and bulk messages, as well as announcements, to students. Set tracked saved reports to automatically notify students when they match the given criteria.	`student-view`

Student Set Permissions

Student Set permissions are nearly identical to Individual student permissions. In this case, the student permission applies to a student set, or a group of defined students.

Permission	Description	Inherited Permissions
`student_set-student-view`	View the entire student record, including student profile, plans, audit progress, grades, and GPA.	`student-view_profile` `student-view_plan` `student-view_audit`
`student_set-student-view_profile`	View student profile, excluding plans, audit progress, grades, or GPA.
`student_set-student-view_audit`	View student profile, audit progress, grades, and GPA, excluding plans.	`student-view_profile`
`student_set-student-change_audit`	Change a student’s audit version for a given program.	`student-view`
`student_set-student-view_plan`	View student profile and plans, excluding audit progress, grades, or GPA.	`student-view_profile`
`student_set-plan-edit`	Add or move courses and placeholders on the student plan, and add or remove programs from the student profile for what-if scenarios.	`student-view`
`student_set-student-verify_plan`	Mark a student's plan as reviewed and enable notifications when students request a review of their plans.	`student-view`
`student_set-student-chat`	Send one-to-one and bulk messages, as well as announcements, to students. Set tracked saved reports to automatically notify students when they match the given criteria.	`student-view`

Important Note: Most institutions use nightly data feeds to manage advisor-advisee relationships. Manually assigned individual student permissions in Stellic may be overridden during the next data sync. For manually assigned permissions, Student Sets are recommended.

Program Permissions

Permissions for Audits and Pathways can be assigned at a School, Department, or Program level. (In addition, it is possible to assign permission at the level of an individual audit or pathway.)

Audit Permissions

Permission	Description	Inherited Permissions
`audit-view`	View draft and published audits defined by the scope.	_
`audit-edit`	Create and edit audits defined by the scope.	`audit-view`
`audit-publish`	Publish audits defined by the scope.	`audit-view` `audit-create` `audit-edit`
`audit-archive`	Archive audits defined by the scope.	`audit-view`
`audit-change_visibility`	Change the visibility (public or private) of audits defined by the scope.	`audit-view`

Note: Admins with audit-publish permission receive notifications when users with Create/Edit (but not Publish) permissions request publication.

Pathway Permissions

Permission	Description	Inherited Permissions
`template_set-template-view`	View pathways defined by the scope. Published pathways are visible to all users, but this permission also allows view of draft pathways.
`template_set-template-edit`	Create and edit pathways defined by the scope.	`pathway-view`
`pathway-publish`	Publish pathways defined by the scope and allow applying pathways to students.	`pathway-view` `pathway-create` `pathway-edit`
`pathwaytype-template-create`	Create pathways that are not sourced from program audits.	`pathwaytype-template-view` `Pathwaytype-template-edit` `pathway/template-edit` `pathway/template-view`
`pathwaytype-template-edit`	Create and edit pathways defined by the scope.	`pathwaytype-template-view` `pathway/template-edit` `pathway/template-view`
`pathwaytype-template-publish`	Publish pathways defined by the scope and allow applying pathways to students.	`pathwaytype-template-view` `pathwaytype-template-create` `pathwaytype-template-edit`

Institution-Wide Permissions

Analytics Permissions

Permission	Description
`universitysettings-analytics_course-view`	View course analytics, including grade distribution and past and future course demand, as well as the course demand report.
`universitysettings-analytics_student-view`	View Student Analytics.
`universitysettings-analytics_audit-view`	View Audit Analytics.

Appointments Permissions

Permission	Description
`universitysettings-analytics_appointment-view`	View Appointments
`universitysettings-analytics_appointment-schedule`	View and Schedule Appointments

Notes Permissions

Permission	Description
`universitysettings-create_shared_templates`	Create shared templates accessible to the creator and specified admins.

Transfer Permissions

Permission	Description
`universitysettings-transfer_articulation-manage_equivalencies`	Write articulation rules

Workflow Permissions

Permission	Description
`universitysettings-create_workflow`	Create, edit, and publish workflows.

Shared Programs Permissions

Permission	Description
`program-share_requirement`	Allows users to create and share programs and their audits.
`school-share_requirement`	Allows users to create and share programs and their audits.
`department-shared_requirement`	Allows users to create and share programs and their audits.

Exceptions Permissions

Permission	Description
`student-make_exception`	Make exceptions, such as substitutions or waivers, on programs of students defined by the scope.
`student_set-student-make_exception`	Make exceptions, such as substitutions or waivers, on programs of students defined by the scope.
`program-make_exception`	Make exceptions, such as substitutions or waivers, on programs of students defined by the scope.