Permissions

User Permissions

The following permissions can be given to staff users by enabling them from the Staff User page. 

STAFF  ☰  >   Advanced   >  Staff Users  >  Edit

Descriptions

Permission Description
Active Storage Attachment (Not currently in use)
Admission Process    
View | Edit | Delete
  • The View permissions allows a user to view the admission processes for applicants. (This is because an applicant profile shows you which step of the admission process they are on.) 
  • The Edit permission gives a user the ability to edit an admission process.
  • The Delete permission allows a user to delete an admission process (if unused.)
Agreement Document View | Edit
  • The View permissions allows a user to view the list of agreement documents.  
  • The Edit permission gives a user the ability to view details and edit an agreement document  
API Access  Access
Enables the user accounts API Key.  Located on a staff users' profile page.
Assignment View | Edit | Delete
  • The View permissions allows a user to view assignments.  
  • The Edit permission allows a user to edit assignments . 
  • The Delete permission allows a user to delete an assignment (if unused in the system).
Attendance Record (Not currently in use)
Automations View | Edit | Delete
  • The View permissions allows a user to view the list of Automations. 
  • The Edit allows a user to edit and create new Automations. 
  • The Delete permission is not currently in use.
Balance Import  See Finance Permissions
Bulk Action 
View | Edit
  • Allows a user complete bulk actions (Email Student, Add Tag, Remove Tag). Both View and Edit must be used together
Change Student Statuses Edit 
  • The Edit permission allows a user to change a student's status.
Change Student's Cohorts Edit 
  • The Edit permission allows a user to change a student's cohort.
Cohorts View | Edit | Delete | Duplicate
  • The View permission enables the Cohorts page under the Admissions Menu, and allows a user to view all cohorts.
  • The Edit permission allows a user to edit existing and create new cohorts.
  • The Delete permission allows a user to delete a cohort (if no students are linked to it).
  • The Duplicate permission allows a user to duplicate a cohort. 
Course View | Edit | Delete 
  • The View permission allows a user to view courses, course times, course attendance, students enrolled in a course, and the content library.
  • The Edit permission allows a user to edit courses and edit attendance from the Manual Attendance Page
  • The Delete permission allows a user to delete a course (if not currently in use).
Course Catalog  View | Edit  
  • The View permission allows a user to view the course catalogs.
  • The Edit permission allows a user to edit and create new course catalogs.
Credit Card Processor  See Finance Permissions
Credit Memo See Finance Permissions
Custom Account See Finance Permissions
Custom Field (Align Staff Only)  View | Edit | Delete 
  • The View permission is not used alone at this time. 
  • The Edit permission (when used with the View permission) allows a user to add and edit custom fields under the Align Menu. 
  • The Delete permission is not currently in use. 
Discount  See Finance Permissions
Discussions View | Edit | Delete 
    The  View permission gives a user access to the My Discussions and Discussions page where discussions are found.
    The   Edit permission allows a user to edit a Discussion step.
    The   Delete permission allows a user to delete a Discussion (if not yet completed by a student.)
Document View | Edit | Delete 
(Not currently in use)
Embed
(Not currently in use)
Event (Not currently in use)
Fees See Finance Permissions
Finance Class  See Finance Permissions
Finance Overview View 
  • Enables Finance Overview page
Grade  View | Edit (Align Users Only)
  • Allows Align users to view and edit Grade Configurations in Site Configuration
Graduation Requirement  (Not currently in use)
Holiday View | Edit | Delete 
  • The View permission enables the Holiday menu, and allows a user to view holidays.
  • The Edit permission allows a user to edit and create new holidays.
  • The Delete permission is not currently in use. 
Homework  View | Edit | Delete 
  • The View permission allows a user to view homework that has been assigned to a student
  • The Edit permission allows a user access the homework details, engage in a private discussion with the student about their homework, and edit answers if necessary.
  • The Delete permission is not currently in use. 
Integration Apps (Align Staff Only)  View | Edit  
  • The View permission allows a Align Staff user to view the integrations list.
  • The Edit permission allows a Align Staff user to view integration details and edit them.
Interview  View | Edit | Delete | Enter Notes
(Not currently in use)
Interview Time Slot  View | Edit | Delete | Duplicate
  • The View permission gives a user access to the My Interview Schedule page, where they can view scheduled interviews, and available time slots.
  • The Edit permission allows a user access add new time slots.
  • The Delete permission allows a user to delete their time slots. 
  • The Duplicate permission is not currently in use.
Lessons View | Edit | Delete 
  • The View permission allows a user to view the lessons in a course. 
  • The Edit permission allows a user to edit and create a new lesson and lesson steps. 
  • The Delete permission is not currently functional. You cannot delete lessons at this time. 
Messages View
  • The View permission (when used with Sent Emails Permission) allows a user to see the Sent Emails page under 'School Admin', and in the Student Menu
Messages / Announcements  View | Edit 
  • The View permission allows a user access to the Mass Messaging page and the ability to view sent messages and announcements. 
  • The Edit permission allows a user to create new and send messages and announcements. 
Messagings View | Edit | Toggle Read | Toggle Trashed
(Not currently in use)
Mimic Mimic Staff | Mimic Student
  • Mimic Staff: Allows a user to mimic another staff member, letting them experience the system as if they were logged in as that staff member. This option becomes available from the Users page. *Note that a user with lesser permissions can mimic another user with greater permissions, and have the same access as that user. Be careful when allowing staff users to mimic other staff members. 
  • Mimic Student: Allows a user to mimic a student, letting them experience the system as if they were logged in as that student. This option becomes available when viewing a student's profile by clicking the mimic icon in the student's information bar.  
Notes  View | Edit | Delete 
  • The View permission gives a user the ability to view student notes
  • The Edit permission gives a user the ability to add a student note.
  • The Delete permission is not currently functional. You cannot delete student notes at this time. 
Notifications View | Edit | Delete
(Not currently in use)
Partners
 View | Edit | Delete 
  • View: Gives access to the Partner Links page where they can view and copy a Partner Link
  • Edit: Allows a user to edit existing and create new Partner Links. 
  • Delete: permission allows a user to delete a partner link.
Payments 
See Finance Permissions
Payment Plan     See Finance Permissions
Payment Refunds  See Finance Permissions
Promotions View | Edit | Delete
  • View: Gives access to the Promo Codes page where they can view current and past promotions
  • Edit: Allows users the ability to create new and edit existing promotions.
  • Delete: Allows a user to delete a promotion.
Recognized Revenues    See Finance Permissions
Releases 
View | Edit | Delete 
(Not currently in use)
Saved View  
View | Edit | Delete 
  • When used in tandem with the Edit permission, the View permission allows a user access to their saved views.   
  • When used in tandem with the View permission, the Edit permission allows a user to edit existing, and create new saved views. 
  • The Delete permission allows a user to delete their saved views. 
Sent Emails



View
  • The View permission (when used with Messages Permission) allows a user to see the Sent Emails page under 'School Admin', and in the Student Menu.
Staffs
View | Edit | Delete | Permissions
  • The View permission allows a user to view the Staff User page.
  • The Edit permission allows a user to edit existing, and create new staff users (including permissions)
  • The Delete permission is not currently used.
  • The Permissions permission is not currently used. 
Statuses  (Align Staff Only)
View | Edit | Delete 
  • The View permission gives a Align Staff User access to the system statuses page. This permission also gives access to the status settings where new statuses can be created.   
  • The Edit permission allows a user to edit the title of existing statuses types, and create new status types.
  • The Delete permission allows a user to delete a status.
Student Discounts See Finance Permissions
Student Finances See Finance Permissions
Students  View | Edit | Delete | Download
  • The View permission allows visibility of student lists, and only the profiles of students. 
  • The Edit permission gives a user access to the Information dropdown in the student menu, and allows them to edit student information.
  • The Delete permission is currently a Align Staff only permission.
  • The Download permission allows a user to download a student list.
Support Enabled Enabling this allows a user to contact Align Support through the Help Beacon
Surveys      View | Edit | Delete | Manager
  • The View permission gives a user the ability to view question surveys (admissions and assignments)
  • The Edit permission gives a user the ability edit and add / delete questions in a survey.
  • The Delete permission is not currently in use.
  • The Manager permission is not currently in use
Tags View | Edit | Delete 
  • The View permission gives a user access to the Tags page in the Setup Menu.   
  • The Edit permission allows a user to edit existing, and create new tags.
  • The Delete permission allows a user to delete a tag (if unused). 
Team  View | Edit | Delete 
  • The View permission enables the Staff Teams page under the Users Menu, and allows users to view the staff teams.   
  • The Edit permission allows a user to edit existing team permissions, and create new staff teams. 
  • The Delete permission is not currently in use. 
Transaction Categories See Finance Permissions
Transcript View | Edit | Delete 
  • The View permission allows a user to view a student's transcript, in the Student Menu.
  • The Edit permission allows a user to create a new transcript item.
  • The Delete permission is not currently in use. 
Tuition Agreements See Finance Permissions

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