Staff Role Configuration

Updated March 31, 2026 13:47

Watermark Support

The Role Configuration screen is used to specify what permissions each type of staff member is granted.

There are different areas that each list multiple permissions available for each role.

The following are a few examples of available permissions from different areas that are set by role:

General Permissions

Can View Coach

If enabled, users with this role can see the success coach of a student.

Can Follow Student

If enabled, users with this role can follow a student. Following a student allows a user to subscribe to events, alerts and achievements related to that student.

Can View News Feed

If enabled, the users home screen will include a feed of events, alerts and achievements related to students that they are subscribed to/advise. The user can opt to disable this in their settings.

Can Receive Daily Digest

If enabled, the user will receive a daily email containing the most recent events, alerts and achievements related to students that they are subscribed to/advise. The user can opt to disable this in their settings.

Finance

Can View Balance Due

Whether or not users with the role can view the balance due on the student Finances tab.

Can View Financial Aid Award Amount

Whether or not users with the role can view the financial aid award amount of the student Finances tab.

User Info

Can See Activity Tab

Allow staff accounts to view the Activity tab (required for all permissions related to information inside the activity tab).

Can See Alerts Tab

Allow staff accounts to view the Alerts tab.

Message

The Message permissions list showing multiple messaging options with checkboxes, including messaging enrolled students, students with selected risk levels, degrees, persistence levels, programs, tags, user‑ID lists, selected recipients, students in selected course sections, roster students, and students by application status.

User Settings

Can Automatically Follow Instructed Students

This setting will enable automatic following of students enrolled in courses instructed by the logged-in staff user.

Once enabled, automatic following is set by the user from each staff member's "Caseload Settings" found in SS&E-top right dropdown.

The Caseload section showing checkboxes for Current Students, Continuing Students, and Automatically follow students enrolled in current courses that I instruct, with the last option highlighted.

Edit Role

To alter the permissions for a given role, click the role name, and then click on Edit to change the permissions for this role. Toggle the checkboxes to grant or revoke each permission.

The Staff Role Configuration page showing a list of staff roles including Adjunct Faculty, Administrator, Advisor, Coach, Faculty, Faculty Advisor, High School Staff, Lms Administrator, and Manager.

After selecting a role, the following screen will appear:

The General and Finance permission sections showing Yes‑enabled items such as Can View Coach, Can Follow Students, Can View News Feed, Can Receive Daily Digest, Can View Finance Tab, Can View Balance Due, Can View Funding Sources, and financial aid–related view permissions.