Managing System Administration access

This article will guide System Administrators through the process of managing System Administration access for their institution. 

Please Note: The System Administrator role is not managed by the Roles import, and is not included on the Roles export. For purposes of data protection, the System Administrator role can only be managed manually. 

Managing System Administration access for an existing user

  1. Log in to System Administration
  2. From the left-hand navigation menu, select "People" 
  3. Using the search bar and/or filtering options, locate the user
  4. Select the user's Person ID to view their Person Details page. The user's existing Roles will be listed under "Product Access & Roles"
  5. To edit the Roles, select "Edit Details" on the right
  6. On the fly-out that appears to the right, locate the System Administration drop-down The System Administration drop-down with System Administrator selected.
  7. To grant access, ensure that "System Administrator" is selected
  8. To remove access, click on "Select an option"
  9. Click on "Save" when done.

Assigning System Administration access to a new user

System Administration access can also be granted when manually creating a user's account. 

  1. Log in to System Administration
  2. From the left-hand navigation menu, select "People"
  3. In the top-right, select "Add Person"AddPerson.png
  4. In the fly-out that appears on the right, add the user's Basic Details
  5. Use the System Administration drop-down to select "System Administrator", as shown above.
  6. Click on "Save" when finished.

Reviewing Current System Administrators

To review all users who currently have access to System Administration, follow the steps below.

  1. Log in to System Administration
  2. From the left-hand navigation menu, select "People"
  3. Locate the Product Access by Role drop-down, and select "System Administration (System Administrator) The "Product Access by Role" drop-down with System Administration highlighted.
  4. Click on "Search"
  5. All users with access to the System Administration module will be shown on the list below.

 

 

 

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