Page Comparison

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Overview

This section covers how to manage user roles in the SchoolEnage platform.

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Manage categories

To access the list of categories, follow the steps below:

1. In the main left-hand menu, click “Users”

2. Click “Manage Roles”

3. The “Categories” dashlet is displayed on the top right of the page

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Create a category

Once you are on the Manage Roles page, you can follow the steps below to create a new category:

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Once the category has been added to the list you can use the “ Move” icon to change the order. To configure the category, you will need to edit the category after creating (see below)

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Edit a category

Editing a category allows you to add one or more forms to the category so that they are available for users in a particular role. From the Manage Roles page, you can edit the name and role permissions:

1. Click the “ Edit” button on the row you wish to edit

2. Use the “Add Form” drop-down to add additional forms to your category

3. Use the “Add Role” drop-down to add specific roles that should see this category

4. Click “Save”

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Delete a category

From the Manage Roles page you have the ability to delete user-created categories:

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