Roles (Account Setup)

Design

• Users may search for a role by name
• Users may filter roles by the accounts they belong to.

Business Rules

• Users with permission to Roles Add/Edit/Delete will have access to this area
• Users may search for roles that exist in any account the user currently has access to
• By default, the filter will show all roles in all accounts the user has access to

Design

• When the user clicks "Add Role," the add role pop-up will show
• The user will type in a name for the role
• The user will type in a description for the role. This step is optional.
• The user will select if the role is an admin role (yes or no). Users with admin roles will be auto-assigned all products and students for the accounts they belong to.
• The user will select which accounts the role belongs to.
• The user will then see a heading for each permission area:
  • Account Setup
  • Active Treatment Goals
  • Student Center (change Activity Center to Student Center)
  • Analyze Data
  • Behavior Support
  • Data Express
  • File Cabinet
  • Goal Library
  • Incident Tracking
  • My Students
  • My Training
  • Reports
  • Resources
  • Rethink Assessment
  • Staff Permissions
  • View Content
• For each permission area, the user may turn all permissions on or off
• Under each permission area, the user will see a list of permission settings.
• When the user slides the button to the right, the permission setting is selected for that role
• If the user clicks Cancel, the screen closes and the role is not created
• If the user clicks Save, the screen closes and the role is created.

Business Rules

• Users with permission to Roles Add/Edit/Delete will have access to this area
• The role must have a name
• The default setting for admin role will be No
• Users may assign the role to multiple buildings/accounts. By default, we will select all accounts the user has access to.
• Remove Classroom Schedule from permissions

Design

• The user will see a screen displaying the name of each role, whether the role is an admin role, and the buildings/accounts the role belongs to
• If the user clicks the arrow, a side panel will appear so the user may view the details of the role

Business Rules

• Roles will be displayed based on filter selections

Design

• The user will see a panel showing:
  • Name of role
  • Description of the role
  • Permission settings that are active for the role for each permission area
• If the user clicks Edit, they will be taken to the edit role screen (same as add role screen except current permissions are selected)
• If the user clicks the X, the panel is closed.

Business Rules

• We will only show the permissions that are selected for the role. For example, if a role does not have permission to Add/Edit Students, this permission setting will not show