Assign Security Roles: Difference between revisions

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This layer of security allows a district or coop administrator to assign specific roles to I-Star users.
This layer of security allows a district or coop administrator to assign specific roles to I-Star users.


Once all of your I-Star users have established IWAS accounts and '''logged into I-Star at least once''', the district or cooperative administrator can assign security roles to all the users on their behalf.
Once all of your I-Star Plus users have established IWAS accounts and '''logged into I-Star Plus at least once''', the District Security Administrator can assign security roles to all the users on their behalf.


To assign specific roles to I-Star users follow the steps below:
To assign specific roles to I-Star Plus users follow the steps below:


'''Step 1:'''  To assign security roles from the '''Admin''' drop-down menu, click '''User List'''.
[[File:User List.png|alt=User List|none|thumb|1049x1049px|User List]]




NOTE: To request a security role, see '''I-Star User Roles'''.
To assign security roles, a user must first be a District Security Administrator. Once access is established, click on the Utilities dropdown arrow and select User Search/Permissions.
[[File:User search permissions 1.png|none|thumb]]


'''Step 2:''' Click the '''Manage Security''' tab.


NOTE: The User List will have two tabs:


# '''Manage Security'''
'''''<u><br />NOTE: To request a specific security role within I-Star, uses must contact a current District Security Administrator to assign the roles.</u>'''''  
## This tab will show all users assigned to your district(s).
# '''Security Request'''
## This tab shows any users who have requested a user role. See '''[[Approve Deny a Security Request|Approve/Deny a Security Request]].'''
## If a district or coop administrator has not assigned a security role to a user, see '''[[I-Star User Roles Requests|I-Star User Roles/Requests]].'''


[[File:Manage Security.png|alt=Manage Security|none|thumb|528x528px|Manage Security]]
<u>''Available Roles and Descriptions:''</u>
'''Step 3:''' Search by ''IWAS UserID, RCDT,'' or ''Last Name/First Name'':


'''Step 3:''' Search by ''IWAS User ID, RCDT,'' or ''Last Name/First Name'':
'''District Security Administrator''': Manages LEA Maintenance, User Search / Permissions, Adding Custom Notes, Adding Custom Events, Uploading Permissions & Mass Change
[[File:User Search.png|alt=User Search|none|thumb|1006x1006px|User Search]]
'''Step 4:''' Select the ''Iwas UserId'' name to view/edit user roles.


'''Step 4:''' Select the ''IWAS User Id'' name to view/edit user roles.
'''Personnel Approval''':  
[[File:Select Iwas Userid.png|alt=Select Iwas Userid|none|thumb|996x996px|Select Iwas Userid]]
'''Step 5:''' Click '''Modify''' to edit and/or assign user roles.


'''Step 5:''' Click '''Modify''' to edit and/or assign user roles.
# Adding/Editing Personnel Approvals (Full Access)   
[[File:Modify Assigned System Roles.png|alt=Modify Assigned System Roles|none|thumb|306x306px|Modify Assigned System Roles]]
# Viewing Personnel Approvals (Read Only)
'''Step 6:''' Select the type of role that you would like this user to have by clicking the appropriate button in the ''Current Access'' column.


'''Step 6:''' Select the type of role that you would like this user to have by clicking the appropriate button in the ''Current Access'' column.
[[File:Current Access.png|alt=Current Access|none|thumb|102x102px|Current Access]]


'''Program Maintenance''': Manages programs/cost centers in I-Star Plus


'''Room and Board Approvals District''': Read only access to 34-37


'''Step 7:''' District superintendents and/or cooperative directors are the only IWAS users that can manage security in the IWAS system. Since this may be a time-consuming task, they may delegate this responsibility to another user or users in their district or cooperative for I-Star. Select the button under the current access column under the ''District Security Administrator'' box.
'''Room and Board Claims''':
[[File:District Security Administrator.png|alt=District Security Administrator|none|thumb|463x463px|District Security Administrator]]
 
# Enter residential claims (Full Access)
# View residential claims (Read Only)
 
'''Student Approvals:'''  
 
# Adding/editing student approvals, editing capabilities in Student Central & Student Analytics, entering exit data, editing Interpreter Data, accessing the Unreported Students, accessing Case Load Definition, accessing the Possible Youth in Care section (Full Access)
# View areas provided above (Read Only)
 
 
'''Student Claims:'''
 
# Entering in student claims for Fund E, F, X, S and B students (Full Access)
# View student claims (Read Only)
 
 
District Security Administrators will click on Utilities and select User Search / Permissions.
[[File:Click on user search.png|none|thumb|371x371px]]
 
Admin can then use the provided filters to locate the staff member whose roles/permissions must be added/edited in I-Star Plus. Once filters are set, click the blue magnifying glass.  
[[File:User permissions filters.png|none|thumb|1842x1842px]]
 
 
 
Once the correct user is found, click this icon under the Actions column to add new roles for that staff member.
[[File:Add new roles.png|none|thumb|794x794px]] 
 
Select the role and the role attribute before clicking save.
 
NOTE: Multiple roles cannot be added at once. Once one role/role attribute is saved, the district security administrator can proceed with adding additional roles using the same steps.
[[File:Role and role attribute.png|none|thumb|952x952px]]
 
After clicking save, this dialogue box will appear to confirm your addition.
[[File:Pop up for user confirmation.png|none|thumb]]
 
To edit a user's existing roles, click the icon shown below.  
[[File:Update an existing role.png|none|thumb|749x749px]]
 
 
 
Pull in the role that needs editing and edit the role attribute (Full Access to Read Only or vice versa) prior to clicking Save.
[[File:Edit role and role attribute.png|none|thumb|759x759px]]
 
 
After clicking save, this dialogue box will appear to confirm your edit.
[[File:User role saved successfully.png|none|thumb|339x339px]]






'''Step 8:''' Click the '''Save''' radio button and then click '''Save.'''
[[File:Save Request 2.png|alt=Save Request|none|thumb|985x985px|Save Request]]




<center><small>(Navigate to [[Approve Deny a Security Request|< Approve/Deny a Security Request]] | <b>[[I-Star Admin User Guide]]</b> | [[Landing Page|Landing Page >]])</small></center>
<center><small>(Navigate to [[Approve Deny a Security Request|< Approve/Deny a Security Request]] | <b>[[I-Star Admin User Guide]]</b> | [[Landing Page|Landing Page >]])</small></center>

Latest revision as of 08:21, 12 March 2025

(Navigate to < Approve/Deny a Security Request | I-Star Admin User Guide | Landing Page >)


This layer of security allows a district or coop administrator to assign specific roles to I-Star users.

Once all of your I-Star Plus users have established IWAS accounts and logged into I-Star Plus at least once, the District Security Administrator can assign security roles to all the users on their behalf.

To assign specific roles to I-Star Plus users follow the steps below:


To assign security roles, a user must first be a District Security Administrator. Once access is established, click on the Utilities dropdown arrow and select User Search/Permissions.



NOTE: To request a specific security role within I-Star, uses must contact a current District Security Administrator to assign the roles.

Available Roles and Descriptions:

District Security Administrator: Manages LEA Maintenance, User Search / Permissions, Adding Custom Notes, Adding Custom Events, Uploading Permissions & Mass Change

Personnel Approval:

  1. Adding/Editing Personnel Approvals (Full Access)
  2. Viewing Personnel Approvals (Read Only)


Program Maintenance: Manages programs/cost centers in I-Star Plus

Room and Board Approvals District: Read only access to 34-37

Room and Board Claims:

  1. Enter residential claims (Full Access)
  2. View residential claims (Read Only)

Student Approvals:

  1. Adding/editing student approvals, editing capabilities in Student Central & Student Analytics, entering exit data, editing Interpreter Data, accessing the Unreported Students, accessing Case Load Definition, accessing the Possible Youth in Care section (Full Access)
  2. View areas provided above (Read Only)


Student Claims:

  1. Entering in student claims for Fund E, F, X, S and B students (Full Access)
  2. View student claims (Read Only)


District Security Administrators will click on Utilities and select User Search / Permissions.

Admin can then use the provided filters to locate the staff member whose roles/permissions must be added/edited in I-Star Plus. Once filters are set, click the blue magnifying glass.


Once the correct user is found, click this icon under the Actions column to add new roles for that staff member.

Select the role and the role attribute before clicking save.

NOTE: Multiple roles cannot be added at once. Once one role/role attribute is saved, the district security administrator can proceed with adding additional roles using the same steps.

After clicking save, this dialogue box will appear to confirm your addition.

To edit a user's existing roles, click the icon shown below.


Pull in the role that needs editing and edit the role attribute (Full Access to Read Only or vice versa) prior to clicking Save.


After clicking save, this dialogue box will appear to confirm your edit.



(Navigate to < Approve/Deny a Security Request | I-Star Admin User Guide | Landing Page >)
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