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.