Example: Second level admin - Authorized Assessor

When Advanced Security is turned on, no staff will be able to close an Activity unless they’ve been given a Security Role, Access Principle and Access Control.

Some sites only allow managers and supervisors to approve or sign off forms completed by Junior Roles or Students before they are closed. Admin will have to create roles for Authorized Assessor, so any Staff can create an Activity/Form but only the Authorized Assessor role can close them.

To set this up, add the following:

Role name: Authorized Assessor

Access Principle title: Can close Activities.

Description: Assessors with permissions to close Activities.

Click on the Access Principle name to edit and assign the Authorized Assessor.

Next, set up the Access Control for the Access Principle. You will see the Access Control Tree.

Click on the + to expand the Activities Module and the Activities Module Activity Page.

Then select Activities Module Activity Page Close Button. Click on the individual row and turn on for the Access Principle Can Close Activities.

You will need to assign Staff Members to the Authorised Assessor Role. Click the Role name and select the Staff Members tab.

You can then assign all Staff to the role.

Alternatively, you can individually check and edit Staff Members’ roles by going to People > Staff, clicking on the individual Staff name and selecting the Role tab.