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Roles

Userstanding the Roles Settings

Updated over 9 months ago

Overview: The Roles Management section allows you to efficiently configure and customize roles within the system. Explore various options and settings to tailor roles based on specific needs.

Name:

  • Assign a distinctive name to the role for easy identification.

Type:

  • Define the type of role to categorize users based on their functions or responsibilities (System, Faculty, Non-Faculty).

User Count:

  • View the number of users currently assigned to the role (numeric value).

Integration Roles:

  • Configure integration roles to synchronize with external systems.

Shown In Menu:

  • Decide whether the role is displayed in the system menu for quick access (check mark).

Dashboard Access:

  • Specify whether users in this role have access to the system dashboard (check mark).

Emergency Alerts:

  • Enable or disable the receipt of emergency alerts for users in this role (check mark).

Track Attendance:

  • Determine if users in this role can track attendance (check mark).

Track Off Campus:

  • Authorize users in this role to track when other users leave campus (check mark).

Actions:

  • Access various actions such as editing or copying the role settings.

Edit Menu:

  • Name, Type, and Color:

    • Modify fundamental details like the name, type, and color of the role.

  • Integration Options:

    • Define roles to sync with external systems.

  • Conflict Resolution:

    • Decide how to handle invalid and duplicated records.

  • Auto-Remove Users:

    • Automate the removal of users no longer present in the Student Information System (SIS).

  • View Sync Status:

    • Monitor the synchronization status and initiate sync processes.

  • Custom Fields:

    • Tailor custom fields, including name, date of birth, and email.

  • External ID Template:

    • Set up external ID templates for scanned badges.

  • Receive Emergency Alerts:

    • Enable users in this role to receive emergency alerts.

  • When Off Campus:

    • Allow sending emergency alerts to users in this role when they are off-campus.

  • Always Add to Evacuation List:

    • Include everyone in this role on the evacuation list, irrespective of status.

Role Permissions:

Define permissions for users in this role, including tracking off-campus, attendance, mobile check-in, pre-screening, and more.

  • Track Off Campus

    • Track when users leave campus by allowing them to check out and back in.

  • Track Attendance

    • Track absences, tardies, and early dismissals.

  • Mobile Check-in

    • Allow check-in via the Visitu Mobile app.

  • Pre-screen

    • Include users from this role in Pre Screening views.

  • Send Broadcasts

    • Able to create and send broadcasts.

  • Host Visits

    • Can be selected as a host during visitor check-in.

  • Has Guardians

    • This role may be added as a student to another user's profile.

  • Has Children

    • This role may have children added to their user's profile.

  • Skip Badge Print

    • Do not print badges for this role.

  • Skip Photos

    • Do not take photos for this role.

  • Skip Waitlist

    • Skip the waitlist, do not count towards the users on campus.

  • Skip Attendance Reason (Labs)

    • Skip asking for the attendance reason for this role.

  • Skip Reason (Labs)

    • Skip asking this role for a visit reason.

  • Bypass Offender Check

    • Do not scan group members for offender status.

  • Disable Notifications

    • Turn off notifications for this role.

  • Manage Evacuation List

    • Can mark users of this role safe or unsafe during an emergency.

  • Scan Tickets

    • Able to redeem and view the history of redeemed event tickets.

  • Refund Purchases

    • Cancel events and refund purchases.

  • Dashboard Access

    • Enables dashboard access.

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