NewGenEducationApp - Administrator user manual

Admin User Manual

Admin User Manual >User Management ->User Role

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User Role
Menu path : User Management ->User Role

Here Institute can define a role for the user.
Role is the access definition for each features/function in the application.
User role defined here can be assigned to the user in the User profile screen
Based on the access defined for the given functions/features here for the role, user can access the corresponding feature.
There are below default roles which will be assigned automatically when new user profile is being created

ADMIN => This is for Admin user, it has full access for all the functions, especially it has Auto authorization access.
PARENT=> This is for parent user.
TEACHER_A => This is for teacher and other staff user

Screen Fields Overview

Field Name	Field Type	Mandatory	Data Nature	Remarks
Role ID	Text	Yes	Alpha numeric character	Enter the Role ID for User
Role Description	Text	Yes	Alpha numeric character	Brief description about Role
Function ID	Drop down	Yes	Select any one below All Class Attendance Class Exam schedule Class Mark Class Student Mapping Class Timetable Class Exam Schedule Summary Class Mark Summary Class Timetable Summary Class Level Configuration E Circular General Level Configuration, Etc.	Select the Function ID /Feature of the application. If “ALL” is chosen here, it represents all the features in the application.
Access to perform	Check box	Yes	Either tick or not tick the box for each operations Create ,Modify , Delete ,Auth and Auto auth	Select access to perform all the desired function

Q: How to Add new Role?

User role can be Created by following the below steps:

Once reach the last step, you may enter remarks about the Creation. This remark can be seen in the field ‘maker remarks’, under the audit tab of the full record view. If the maker of the record wants to convey some message to the checker or they want to keep some notes, they can type it here. The Checker can see the same before authorization under the audit tab in the screens.
Click “Save” in the last step.

Tips:

Q: How to view the Existing role?

User Role can be Viewed by following the below steps:

Choose Menu (User=>Role) from Menu tree.
Click “View” in the step1.
You will see the filter screen now, where in you can see below search filters which can be used to list out the records

AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin

Please type value for any one of the above filters and then press next

You can see all the resulted records which are satisfied by your above chosen search filter.
If there is only one resulted record for the given filter, system will automatically take you next step, otherwise click on record which needs to be Viewed
Then System will bring full detailed view of the record; you can see General, Role, and Audit tabs. You can click the tab to see corresponding details.

Q: How to Modify existing Role?

User Role can be modified by following the below steps:

Choose Menu (User=> Role) from Menu tree
Click “Edit” in the step1.
You will see the filter screen now, wherein you can see below search filters which can be used to list out the records.

AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin

Please type value for any one of the above filters and then press next

You can see all the resulted records that are satisfied by your above-chosen search filter.
If there is only one resulted record for the given filter, the system will automatically take you next step, otherwise click on record which needs to be modified.
Then System will bring the full detailed view of the record; You can see General, Role, and Audit tabs. You can click the tab to modify corresponding details.
You can change the details of the required fields.
In order to add function/feature in User Role,

Click “Next” in the bottom on the screen.
Once reach the last step, you may enter remarks about the Modification. This remark can be seen in the field ‘maker remarks’, under the audit tab of the full view of the record. If maker of the record wants to convey some message to checker or they want to keep some notes, they can type it here. Checker can see the same before authorization under the audit tab in the screens.
Click “Save”.

Tips:

Admin can Modify the User Role.

Modification scenarios

Modification can be done for the following scenarios:

Case Study

For example, India-based ABC Schools wants to have separate role for teller user. Teller user should access only fee and Payment feature of the application.