To begin, the person or people you’re adding permissions to will need to have an AMS account. Once they have an account, you can add coordinator permissions to the account, allowing them to see everything being entered at the school (including All Access Mode), help with management of the system and run reports.
On your home page, click on System Administrator on the left side.
When you click System Administrator, it opens in a new tab. It has a separate login from the login to get into the account.
An account with System Administrator holds special privileges, including the ability to create user accounts, designate AMS Coordinators and their permissions and administrative domains, customize the homepage and analytics, manage the faculty credentials module, update user information (username, password, email), and manage single sign-on.
Because of these permissions, there is added security when you go into this area. After you click on System Administrator, enter your Access Code and Password and click Login. This a different set of credentials from the ones you use to log into your account.
Note: If you do not know your Access Code and Password or you do not have System Administrator, please contact our Support Team at firstname.lastname@example.org.
Once you’ve reached the System Administrator Home Page, click on AMS Coordinators in the second panel on the left.
On the top left-side, click Designate New AMS Coordinator.
Search the user's name or find them using the Browse by Last Name navigation.
Once you locate the user’s name, click Select User with respect to their name.
Check all of the boxes above the Faculty Credentials Module. (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.
Next, scroll down and check off the top level of the hierarchy, which is usually the name of your university. This gives the person permission to run reports for the whole school rather than a select number of programs, departments, or offices.
Scroll all the way to the bottom and click Update Permissions.
Enroll as manager
After this the coordinator tools are added, the person still needs to be enrolled as a manager in all of the workspaces for your school. Return to the Taskstream.com tab or log back into your Taskstream account.
To assign a Workspace Manager, click Workspace Tools on the left,
Next, click Workspace Management.
Select the first workspace by clicking on the title or the Edit button.
Go to the 3. Enrollment tab.
Click on the Managers button or the Edit Permissions link for any of the Workspace Managers to bring up the main page for all workspace manager and review manager permissions.
On the right side, click Assign New Managers.
Click Launch Member Locator and search the name of the person you want to assign.
Check their name in the Search results column and click Save and Close.
Assign the Workspace Setup and Generate Reports Permissions by checking the appropriate boxes.
Repeat these steps for all of your workspaces listed in the workspace management area.
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.
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.