How to Permission Someone With At-a-Glance Reports and Analytics

Introduction

To begin, the person or people you’re adding permissions to will need to have an AMS account. Please see our guide on how to create accounts if one has not already been created.

Once they have an account, you can conveniently add reports permissions at the institution-level, college-level, or the department level.

System Administrator

The navigation menu on the left showing the System Administrator option selected. The login panel on the right showing fields for access code and password with the Login button highlighted.

Note: If you do not know your Access Code and Password or you do not have System Administrator access, please contact our Support Team by clicking Submit A Request (subject: AMS System Admin Access).

Once you’ve reached the System Administrator Home Page, click on AMS Coordinators in the second panel on the left.

The System Administrator Home Page showing Administrative Options with categories for General Application Settings and Subscriber Information and Access. The AMS Coordinators option is in the Subscriber Information and Access section.

On the top left-side, click the DESIGNATE NEW AMS COORDINATOR button.

The Manage AMS Coordinators section showing the Designate New AMS Coordinator button highlighted. The user search area below showing fields for searching by name and browsing by last name with the Search button highlighted. The search results section showing a user row with the Select User button highlighted.

Check the boxes for At-a-Glance Reporting and Analytics. (Note: If your school uses faculty credentials, you can feel free to assign these permissions as well.) For more information on coordinator permissions, you can read the descriptions at the end of this guide.

The permissions selection section showing a list of permissions grouped under Workspace Management Tools, Manage Resources, At‑a‑Glance Reporting, Analytics, Organization Goals Editor, Affiliation Management, Survey Distribution, and Faculty Credentials. The At‑a‑Glance Reporting and Analytics permission checkboxes are highlighted.

The General University hierarchy section showing the College of Business branch with its subareas selected. The message on the right side showing the instruction text Next, scroll down and check off the level of the hierarchy for which they will be running reports. In the example below, the user will only be able to run reports for areas under the College of Business.

Lastly, scroll all the way to the bottom and click Update Permissions.

The section showing two buttons, Cancel and Update Permissions, with the Update Permissions button highlighted.

Repeat these steps for any additional users you wish to permission with reports.

AMS Coordinators

Any user can be designated as an AMS Coordinator with any or all of the following permissions: Workspace Tools, Announcements, Manage Resources, At-A-Glance Reporting, Organization Goals Editor, Affiliation Management, Survey Distribution, Faculty Activity Report, Credentials Report, Review Credentials, Confirm Credentials, enter Information on Faculty’s Behalf.

The permissions applied table showing columns for Workspace Management Tools, Announcements, Resource Management, Oversight: At‑a‑Glance Reporting, Analytics, Organization Goals Editor, Affiliation Management, Survey Distribution, and multiple Faculty Credentials permissions. Each row displays check marks indicating which permissions are applied.

Workspace Management Tools: Users with workspace management are able to build workspace templates, enroll departments, programs, administrative offices, or courses into workspaces, and enroll managers and reviewers into workspaces.

Announcements: Post announcements to the AMS Homepage. Resource Management: This allows users assigned this permission to share web pages and rubrics created in your account with your community. This tool is not frequently used.

Analytics: Run high-level activity reports that graphically display assessment progress. Ability to run these reports only on specified domains.

At-a-Glance Reporting: Run reports on data entered into workspaces. System Administrators can assign this permission so that coordinators can run reports only on their own administrative domain, such as their department.

Organization Goals Editor: Create and distribute goal sets that will allow different organizational areas to map to those sets.

Affiliation Management: Add specific affiliations (departments, programs, courses etc.) to specific accounts so those users can enter assessment data into their area’s workspace(s). The individual must also have Workspace Management Tools and be enrolled as a manager in that workspace in order to grant View/Edit access to an individual user (Workspace Participant).

Survey Distribution: Able to create and distribute surveys.

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