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Draft

This page is a draft and may contain incomplete or inaccurate information


Roles are defined by the district to represent the basic functions, responsibilities, or tasks of users in the district.  Each role is granted one or more "Permissions", each of which allows a specific functionality within the software.   For example, there are separate permissions which allow create, update, delete, and/or view access to each main interface in the system. Each user is then assigned one or more roles, thus granting them the permissions related to those roles.


When creating roles you cannot use an underscore in the role id.  Underscores are reserved for SSDT created roles.  You cannot edit or delete roles that contain underscores (the SSDT standard roles).

SSDT Roles

The Classic USPS Roles are available in the Redesign as well as other SSDT Roles created specifically for the Redesign.  To see a listing of the permissions associated with the SSDT Classic Roles, click here.


Redesign RoleClassic USPS IdentifierDefinition
N/AOECN_SYSMANClass Sysman Manager Role
GROUP_MANAGEROECN_USPS_GMClassic USPS Group Manager Role
STANDARD_USEROECN_USPSClassic USPS Standard Role
STANDARD_READONLY_USEROECN_USPS_ROClassic USPS Read-Only Role
LEGACY-ATTENDANCE-USEROECN_USPS_ATTENDClassic USPS_ATTEND Standard Role
LEGACY_DATES_USEROECN_USPS_DATESClassic USPS_DATES Standard Role
LEGACY-DATES-READONLY-USEROECN_USPS_DATES_ROClassic USPS_DATES Read-Only Role
LEGACY-EMIS-USEROECN_USPS_EMISClassic USPS_EMIS Standard Role
LEGACY-EMIS-READONLY-USEROECN_USPS_EMIS_ROClassic USPS_EMIS Read-only Role
PERSONNEL_USEROECN_PPSClassic PPS Standard Role
PERSONNEL_READONLY_USEROECN_PPS_ROClassic PPS Read-Only Role


The following Roles can not be modified or added to:

  • Administrators
  • Group_Manager
  • Personnel_Readonly_User
  • Personnel_User
  • Standard_Readonly_User
  • Standard_User


While each user's classic identifier will be imported into the Redesign, roles may be further defined by the entity.  Below are a few examples of new roles that may be created in the Redesign:

TREASURER

ASSISTANT TREASURER

SUPERINTENDENT

SECRETARY

PAYROLL ATTENDANCE

PAYROLL EMIS


Auditor Role

For USPS-R, the Auditor user account can be set to the role of USPS_STANDARD_PAYROLL_VIEW.

Permissions to Change User Password

Currently a custom USPS Password role would require these three permissions:

USPS_ADMIN_USER_PASSWORD

USPS_ADMIN_USER_UPDATE

USPS_ADMIN_USER_VIEW

Menu Permissions List

Click here for a list of permissions Here


Permissions

Permissions allow a user to perform certain functions within the software. Permissions are set up in a hierarchy. Granting access to the top level grants all the access below it.  For example, employee's granted the USPS_STANDARD role have the ability to access 'payroll' related modules and some reports.  Can create, delete, update and view: 

**Execute - Example - (ADMIN_MASSCHANGE_EXECUTE) you can execute any mass change definition that someone else has created or imported, including the SSDT.  This limits what you can do to a much safer 'subset'.

**Creator - Example -  (ADMIN_MASSCHANGE_CREATE or ADMIN_MASSCHANGE) can make up any mass change definition they want and execute it against the database.  Obviously, "with great power comes great responsibility", so this is a much more powerful, useful and potentially dangerous role.

In order to utilize the payroll software, your ITC must provide you with the necessary privileges to run the programs. You may have certain employees in your district who need to utilize the contract information and other employees that are only involved with reporting EMIS data on staff members, and should not be allowed to see contract information. USPS provides security mechanisms to allow your ITC to grant what is called an "identifier" to each user. In this system, the user can be granted a "USPS" identifier and/or a "Personnel" identifier. The "USPS" identifier allows the person access to all fields in the system pertaining to the contract information. The "Personnel" identifier would be granted to the person who should only see the fields which need to be maintained for reporting information for EMIS, which would exclude information pertaining to the contracts and other specific payroll data. An employee can also be granted identifiers to access both types of data, which is typical for the Treasurer in the district.


Custom Grid Creator

An easy way to find what is available under the 'Parent' roles, go to Utilities/Custom Grid Creator and choose Permissions.  From here you can use the search bar 'Parent' and for example, enter in USPS_STANDARD.  This will bring up all available permissions listed under USPS_STANDARD.  

Then you can create a 'Report' of all the Id's available under 'USPS_STANDARD':

Example of a Permission Report

Create a Role

  1. From the System menu select 'Role'
  2. Click on
  3. Enter in an Id and description.  
  4. Grant the Role Permissions
    1. Highlight the desired available permission

      To select more than one permission at a time hold the control key and click on each one

      To select more than one permission in consecutive order highlight the first permission, hold the shift key and highlight the last permission

    2. Click the arrow to the right to assign a permission and click the arrow to the left to unassign a permission

  5. Click on   to create the Role, click on  to not create the Role and return to the Role grid

Search for a Role

The Role grid allows the user to search for existing account filters by clicking in the filter row in the grid columns and entering in the desired information. Click on any row of the search results to see a summary view of the record.  The Advanced Search can be utilized by clicking on the   in the upper right side of the grid.  

Edit a Role

Click on the in the grid beside the Role to edit it. Only fields that are allowed to be edited will be displayed. Any user that is granted the Role that is being updated will automatically assume the updates done to that Role once the changes are saved. 

Delete a Role

Click on  in the grid beside the desired Role . A confirmation box will appear asking to confirm that the Role should be deleted.


 Roles may only be deleted if the role is not assigned to any user record





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