What’s Different About Admin Users Now?
Admin users are users in your Relatrix Community Engagement Platform with an assigned role that grants them access to and permission to use one or more modules in your Administrator Console. With the 2019.7 Release several important changes were applied.
Manage Roles from Your Central Office Site
Rather than switching to campus sites to make Admin Role assignments you can now assign roles from the Central Office Site Settings function. From the Assign Role page you can quickly toggle between school sites and see all users assigned to a given role.
(NOTE: If a role is not defined to make it ‘Available To ALL Sites’ you will not be able to toggle to different school sites.)
Quickly Switch between Editing and Assigning Admin Users
If you are on the Define Role page you can quickly switch to the Assign Role page to begin assigning the selected Role to your users.
Campus/Site Admins Can Only Assign Roles
The Admin Role function no longer allows the creation or editing of roles at the campus/site level. This means you cannot set up a role for a single campus. Instead, you can create a role at the Central Office and make it ‘Available at ALL Sites.’ This will allow site/campus administrators the ability to assign the Role to users at their site.
Volunteer Administrators Can be Regular Users
If you are an EZVolunteer customer you may be glad to know that your EZVOL_Site_Admins (formerly VMS_VolCo) are not required to have a volunteer record in the system before being assigned as an Administrator.
(NOTE: If your EZVOL_Site_Admins are also serving as volunteers and need to have their hours recorded they will need a volunteer record.)
Did My Administrators Get Reassigned?
Yes. As part of the upgrade process, we were able to transfer all admin users assigned to one of our primary admin roles to a new admin role.
Roles we moved over to the new release include –
- Enterprise_Admin (formerly ENT_Admin)
- EZCOM_Site_Admin (formerly INT_Admin)
- EZCOM_Site_Publisher (formerly Publisher)
- EZVOL_District_Admin (formerly VMS_Admin)
- EZVOL_Site_Admin (formerly VMS_VolCo)
- EZPTR_Site_Admin (formerly Staff)
Other roles you may have created for your organization’s custom use were kept but not translated to a new role; however, any user assigned to a custom Admin Role remained assigned to that role after the update.
Were Any New Roles Created?
For EZPartner customers we created a new school-level role (EZPTR_Site_Admin). This role can be used to grant campus administrators more permissions than were available as an EZPartner Staff user.
EZPTR_Site_Admin users can –
- View the Partner dashboard for their campus
- Create requests and assign any registered staff member as a contact for the request
- View and communicate with partners who have selected their school on their partner profile
- Record outcomes for any requests at their school or offers that have been ‘matched’ to their school
- Report on EZPartner data for their campus
As part of the 2019.7 Release we assigned all EZPartner Staff to this new role so they will have access to what is happening in EZPartner across their school and not just in their own account.