Create a New Role

For Admin Role

The Roles and Permissions section allows the Organization Administrators to create different roles other than the default ones that are created by the system. In addition, the administrators can control the permissions that are granted to the newly created roles according to the work need.

To create a new role

1. On the left navigation pane, click and then click . The system displays the Manage Roles and Permissions page, as in the following figure.
   
   
2. On the Manage Roles and Permissions page, click Create Custom Role. The system displays the Create Custom Role dialog box, as in the following figure.
   
   
3. Type the new role’s name and description in the Role Name and Role Description boxes respectively.
4. From the Role Category drop-down list, select the category of the role you want to add, which will determine the kind of permissions this role can have, as follows:
   
   
   - To create a role that takes the permissions of teachers, select Teaching.
   - To create a role that takes the permissions of students, select Learning.
   - To create a role that takes the permissions of administrators and academic coordinators, select Administration.
5. From the Role Level drop-down list, select the level upon which the new custom role can use the system’s features.
   
   
   

   Note	You can select the role level to be on the whole Institute, or a School. When you select Institute, you can expand the scope of the role permissions to include the sub-schools as well, by selecting the Permissions will be applied on sub-schools check box.

6. You can choose to copy the permissions of a default system role to the new custom role you are creating, as follows:
   - To copy the permissions of a teacher role, select Teaching from the Role Category drop-down list, and then select Teacher from the Copy permissions from the drop-down list.
   - To copy the permissions of a student role, select Learning from the Role Category drop-down list, and then select Student from the Copy permissions from the drop-down list.
   - To copy the permissions of an administrator or an academic coordinator role, select Administration from the Role Category drop-down list, and then select Administrator from the Copy permissions from the drop-down list.
7. Click Next to move to the Add Permissions for the Role page, where you can select the permissions you want to grant to the custom role you are creating.
   
   
8. When you choose the role level to be Institute or School, you can add a custom field to the role you are creating.
9. Click Custom Fields at the end of the Create Custom Role dialog box as in the figure below.
   
   
   - Click to add a field of type Text.
   - Click to add a field of type Date
   - Click to add a field of type Number
   - Click to add a field of type List. When you select the list, enter its values as in the following list, and click Enter after entering each value as in the following figure.
   
   
   

   Note

   These are custom fields related to the role only. Other custom roles global to all the roles added on the institution level can be managed from the Custom Roles section under the Administration section. You may add as many custom fields as you want to the role being created. This field will be filled when granting this role to a user and can be viewed from the user's personal profile page.

10. When you are done adding the custom role, click Save.