Roles - Revision history

Admin at 10:05, 24 September 2018

2018-09-24T10:05:00Z

Show changes

Admin at 08:30, 14 April 2016

2016-04-14T08:30:15Z

Admin: /* Creating and editing roles */

2016-04-05T08:48:04Z

Creating and editing roles

Admin at 08:46, 5 April 2016

2016-04-05T08:46:56Z

Admin: /* Creating and editing roles */

2016-04-05T08:23:44Z

Creating and editing roles

Admin: /* Creating and editing roles */

2015-12-14T16:16:13Z

Creating and editing roles

Admin: /* Creating and editing roles */

2015-12-14T16:16:02Z

Creating and editing roles

Admin: /* Creating and editing roles */

2015-12-14T16:15:38Z

Creating and editing roles

Admin: /* Creating and editing roles */

2015-12-14T15:55:11Z

Creating and editing roles

Admin: /* Creating and editing roles */

2015-12-14T15:52:24Z

Creating and editing roles

← Older revision		Revision as of 08:30, 14 April 2016
Line 52:		Line 52:
	Menu items can be reordered or moved into different categories by hovering the mouse over their icon, then dragging and dropping the menu items into the desired location. New categories can be created at the bottom of the page, where there will be an item for UDMenu1. This category will be empty (empty categories are not displayed to users), but the category can be renamed and have menu items moved into it. Multiple new categories can be created this way. <br> <br>		Menu items can be reordered or moved into different categories by hovering the mouse over their icon, then dragging and dropping the menu items into the desired location. New categories can be created at the bottom of the page, where there will be an item for UDMenu1. This category will be empty (empty categories are not displayed to users), but the category can be renamed and have menu items moved into it. Multiple new categories can be created this way. <br> <br>

−	[[Category:~~configuration~~]]	+	[[Category:Management]]

@@ Line 48: / Line 48: @@
 The menu items are divided into categories. The name of each category appears in bold and can be renamed by typing into the textbox next to it. <br> <br>
-[[Image:roles_categories.jpg|400px]] <br> <br>
+<div>[[Image:roles_categories1.jpg]]</div> <br> <br>
 Menu items can be reordered or moved into different categories by hovering the mouse over their icon, then dragging and dropping the menu items into the desired location. New categories can be created at the bottom of the page, where there will be an item for UDMenu1. This category will be empty (empty categories are not displayed to users), but the category can be renamed and have menu items moved into it. Multiple new categories can be created this way. <br> <br>
 [[Category:configuration]]

@@ Line 1: / Line 1: @@
 ==The roles page==
-The roles page will show a list of the roles that have been created. Each role is a set of permissions that decides what users are able to see and do in Insight. Each user is assigned to a single role (users can never be linked to more than one role). Users will be assigned to a role when a sync is performed, and users can be moved from one role to another via the [[users]] page. The roles page is used to create and manage the roles, rather than assign them to users. <br> <br>
+The roles page will show a list of the roles that have been created. Each role is a set of permissions that decides what users are able to see and do in Insight. Users will be assigned to a role when a sync (the process for creating users) is performed. The roles page is used to create and manage the roles, rather than assign them to users. <br> <br>
-[[Image:rolespage.jpg]] <br> <br>
+[[Image:rolespage2.jpg]] <br> <br>
 Each role will be displayed with its name, description and a tick box showing whether users assigned to that role need a PIN number when logging in. <br> <br>
@@ Line 16: / Line 16: @@
 *Parental
 ==Creating and editing roles==
-The buttons on the top toolbar are used to create, edit, delete and copy roles. When creating or editing a role, a list of the menu items available in Insight will be displayed. <br> <br>
+The buttons on the top toolbar are used to create, edit, delete and clone roles. When creating or editing a role, a list of the menu items available in Insight will be displayed. <br> <br>
 There are five miscellaneous settings at the top of the page: <br>
@@ Line 41: / Line 41: @@
 |-
 |style="text-align:center"|Allow merging of accounts||This allows users to join their accounts together. This can be useful for households with more than one Insight account
-|} <br>
+|}
 Beneath the miscellaneous options at the top of the page is a list of the menu items available to users of this role. Each menu item has an On Off button, which is used to show or hide the menu item to users. Some menu items have additional settings, accessed by clicking the Options button to their right. The [[list of role options]] page goes into detail about each individual option. <br> <br>

← Older revision		Revision as of 08:23, 5 April 2016
Line 6:		Line 6:

	Each role will be displayed with its name, description and a tick box showing whether users assigned to that role need a PIN number when logging in. <br> <br>		Each role will be displayed with its name, description and a tick box showing whether users assigned to that role need a PIN number when logging in. <br> <br>
		+
		+	==Types of Roles==
		+
		+	There are five types of Roles within Insight:
		+	*Administrator
		+	*Student
		+	*Staff
		+	*Dynamic parental
		+	*Parental
		+
		+

	==Creating and editing roles==		==Creating and editing roles==

@@ Line 36: / Line 36: @@
 The menu items are divided into categories. The name of each category appears in bold and can be renamed by typing into the textbox next to it. <br> <br>
-[[Image:roles_categories.jpg|300px]] <br> <br>
+[[Image:roles_categories.jpg|400px]] <br> <br>
 Menu items can be reordered or moved into different categories by hovering the mouse over their icon, then dragging and dropping the menu items into the desired location. New categories can be created at the bottom of the page, where there will be an item for UDMenu1. This category will be empty (empty categories are not displayed to users), but the category can be renamed and have menu items moved into it. Multiple new categories can be created this way. <br> <br>
 [[Category:configuration]]

@@ Line 21: / Line 21: @@
 !Setting!!Effect
 |-
-|PIN||This enables two-factor authentication. When the user attempts to log in, a PIN will be emailed or sent via SMS to the user. They must then enter the PIN into Insight in order to log in
+|style="text-align:center"|PIN||This enables two-factor authentication. When the user attempts to log in, a PIN will be emailed or sent via SMS to the user. They must then enter the PIN into Insight in order to log in
 |-
-|Allow contacting of staff||This allows users to send emails to staff via the [[snapshot]], [[timetable]] and [[linked adults and agencies]] pages. Specific staff can be excluded from this via the [[do not contact]] page
+|style="text-align:center"|Allow contacting of staff||This allows users to send emails to staff via the [[snapshot]], [[timetable]] and [[linked adults and agencies]] pages. Specific staff can be excluded from this via the [[do not contact]] page
 |-
-|Allow password change||This allows the user to change their password. This will not apply to SIMS passwords or Active Directory passwords
+|style="text-align:center"|Allow password change||This allows the user to change their password. This will not apply to SIMS passwords or Active Directory passwords
 |-
-|Do not prompt for generated password change||By default Insight will prompt users to change their password, if they still have a system-generated random password
+|style="text-align:center"|Do not prompt for generated password change||By default Insight will prompt users to change their password, if they still have a system-generated random password
 |-
-|Allow merging of accounts||This allows users to join their accounts together. This can be useful for households with more than one Insight account
+|style="text-align:center"|Allow merging of accounts||This allows users to join their accounts together. This can be useful for households with more than one Insight account
 |} <br>
-'''PIN''' <br>
+Beneath the miscellaneous options at the top of the page is a list of the menu items available to users of this role. Each menu item has an On Off button, which is used to show or hide the menu item to users. Some menu items have additional settings, accessed by clicking the Options button to their right. The [[list of role options]] page goes into detail about each individual option. <br> <br>
-The next section allows you to choose exactly what you want parents to see in the main menu once they login.  This can be updated at anytime, so for example if you only want to allow parents to see their child's attendance - just choose this option.
+The menu items are divided into categories. The name of each category appears in bold and can be renamed by typing into the textbox next to it. <br> <br>
-Each item has a ‘main’ ON/OFF option at the far right to specify whether the item is visible to the selected role.''' (You can drag items around to re-order them by dragging them up and down using the icon as a dragging handle.   Additionally, there may be other sub-options.  For example, under the [[Snapshot]] item, you can decide whether to show today’s attendance by checking the Current Attendance sub-option. Further options can be setup up within [[Preferences]].)
 [[Category:configuration]]

@@ Line 18: / Line 18: @@
 There are five miscellaneous settings at the top of the page: <br>
-PIN
+'''PIN''' <br>
-:This enables two-factor authentication. When the user attempts to log in, a PIN will be emailed or sent via SMS to the user. They must then enter the PIN into Insight in order to log in.
+This enables two-factor authentication. When the user attempts to log in, a PIN will be emailed or sent via SMS to the user. They must then enter the PIN into Insight in order to log in <br>
-Allow contacting of staff
+'''Allow contacting of staff''' <br>
-:This allows users to send emails to staff via the [[snapshot]], [[timetable]] and [[linked adults and agencies]] pages. Specific staff can be excluded from this via the [[do not contact]] page
+This allows users to send emails to staff via the [[snapshot]], [[timetable]] and [[linked adults and agencies]] pages. Specific staff can be excluded from this via the [[do not contact]] page <br>
-Allow password change
+'''Allow password change''' <br>
-:This allows the user to change their password. This will not apply to SIMS passwords or Active Directory passwords
+This allows the user to change their password. This will not apply to SIMS passwords or Active Directory passwords <br>
-Do not prompt for generated password change
+'''Do not prompt for generated password change''' <br>
-:By default Insight will prompt users to change their password, if they still have a system-generated random password
+By default Insight will prompt users to change their password, if they still have a system-generated random password <br>
-Allow merging of accounts
+'''Allow merging of accounts''' <br>
-:This allows users to join their accounts together. This can be useful for households with more than one Insight account <br> <br>
+This allows users to join their accounts together. This can be useful for households with more than one Insight account <br> <br>
 The next section allows you to choose exactly what you want parents to see in the main menu once they login.  This can be updated at anytime, so for example if you only want to allow parents to see their child's attendance - just choose this option.