How to set up SchoolFi Roles

The System > Security > Roles screen is where you create the roles that contain the screens the users can work with who are assigned the role(s).

There are three ways you can create SchoolFi Security Roles:

1. Manually Add a Role
2. Create Role from Library
3. Import a Role

1. Manually Add a Role

To add a new Security role, click the Add Role button.

On the popup, give the role a Name and Description (optional), then click the Add button.

When the window opens, to add screens to a security role, click the Assign Screens  button, and then check off the box in the first column for each screen you want to add to the role.

Then check off the functionality you would like to give that role for those screens.  If you want to give access to each feature for every screen, you can click the checkbox at the top of the column and it will give permission to every screen.

• Create - ability to create new information on that screen
• Read - ability to read only information on that screen
• Update - ability to update information on that screen
• Delete - ability to delete information on that screen
• Excel - ability to see the Excel icon on that screen
• PDF - ability to see the PDF icon on that screen

After all screens have been selected, click the Assign selected screens to role button.

You can now assign the roles to your users.  Click HERE to learn how to add the roles to users - see the Security Roles section of that article.

2. Import Roles from Library

Genesis has created a list of roles that districts can assign to the appropriate staff members.  If you choose to use these roles, you will need to sign off on the statement agreeing to the terms of use.  These roles are not editable.  If you want to change anything on them, you will need to copy the role and make changes on your copy.  These Genesis provided roles are stackable and a staff member can be assigned multiple roles.  The school district is responsible for any and all permissions assigned to their staff members.

To import a role from the library, click on the Import from Library button.

Check off the role(s) you wish to import and click the Import Checked Roles button.

You must sign off on the statement that opens that explains that the school district, not Genesis, is responsible for all permissions assigned to the district staff members.

You can now assign the roles to your users.  Click HERE to learn how to add the roles to users - see the Security Roles section of that article. 

3. Import a Role / Export a Role

Districts can import security roles that someone else has created.  Districts can also export roles they have created to share with other districts.  This allows districts to share roles with each other and not have to "recreate the wheel" when someone else may have the exact role that they're looking to create.  On the System > Security > Roles screen you will use the Import a Role, or the Export button on a role to use this feature.

You can now assign the roles to your users.  Click HERE to learn how to add the roles to users - see the Security Roles section of that article. 

Users on Role

To see which users are assigned to a role, while in the role you can use the Users tab.

Doc Type Security

If you would like to limit users on this role to certain document types, you can do so on this screen: