Editing an Existing User Profile for Curriculum Management

  1. To access the User Manager once logged in, click the button in the lower left hand corner to access the Security Tools and select User Manager or under the “Security” tab at the top of the content editor:

     Security Tools Menu

     Security Tab

  2. Double click the user profile you wish to adjust.

    Select User to Edit

  3. Click the “Member Of” tab on the Edit User window that opens:

    Member Of Tab

  4. Click the Edit button in the bottom left hand corner of the window.

    PLEASE NOTE, the roles that you see within <carrots> do not need to be assigned to the user profile - these roles are automatically inherited by the roles you see without <carrots>:

    Edit Button

  5. Double click from the role lists or use the Add and Remove buttons to add and remove roles to/from the “Selected” window at the right.

    The roles that are within the "Selected" window are the roles assigned to the chosen user profile.

  6. Keep in mind ALL Curriculum Management associated access and workflow roles will have "access cm" or "workflow cm". Curriculum Management permissions work similarly to catalog permissions: The user profile requires a "workflow cm" role for the workflow that they will be approving proposals at, and they also require an "access cm" role to the proposals they will be approving (example: "access cm english department"). If "user roles" have been created for your institution for CM, you only need to assign the user role whose title describes the workflow/department the user needs access to approve at and a "basic user" role to provide basic access to the dashboard/submitting proposals.

    Click “OK” when you are finished.

    Select Roles

    Admins need only the admin role. For users who will be submitting proposals to Curriculum Management but not required to approve proposals at any level can be assigned a "cm basic user" role to proceed with this. For any user who will need to approve proposals throughout the workflow require the workflow role of the state they will be approving at and an access role for the folder that the proposals are sorted into during that workflow state (or the single user role for the workflow, the user role bundles both the workflow and access roles needed for the assigned permissions in one easy to identify role).

  7. Click OK to close the User Profile window and save all changes made.

Please note - if an existing user is to take on the duties of another user, the easiest way to accomplish this is to take a snapshot of the current user's permissions to assist in assigning them to the other. When accomplishing this, remember that you do not have to assign the roles that appear in <carrots> , those roles are inherited by other roles assigned.
Please see
Curriculum Management Permissions for permission information.

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