Permissions Overview
The Permissions feature enables portal Admin to give individual Users and/or Roles granular administrative Permissions. Permissions provides the ability to control who can view, add, edit, or delete information within portal features.
The Role-Based Visibility feature allows portal Admin to control which users can see each other in the portal. When this feature is turned on, all user roles will not be able to see each other in the portal by default, even if they have the same role. Permissions must explicitly be given for user roles to have the ability to view other users.
It is the customer’s responsibility to consider possible edge cases when setting Role-Based Permissions. Pathify makes no guarantee of privacy in relation to the Role-Based Visibility feature. Even if the institution sets roles according to their specifications, there is still a possibility that users could see another user’s name that they were not intended to see.
The Role-Based Visibility feature is turned off by default. To enable this feature, contact a Customer Success Manager.
Portal Admin can still search for and manage users and are exempt from this rule.
In this article:
Enable Users and Roles to View Each Other by Role
User Options > Admin Center > Users & Roles > Roles
1. Click on User Options.
2. Select Admin Center from the drop-down menu
3. Click Users & Roles.
4. Select Roles.
5. Click on Edit Role to the right of the desired role.
6. Scroll down to Can view Members of this role.
7. Select Edit for Users or Roles.
8. Search for Users or Roles to view members of the role.
9. Click Save.
User Options > Admin Plus > Users > Roles
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Users.
4. Select Roles.
5. Click on Staff (example).
6. Click on Object Permissions in the upper right-hand corner.
7. Select Staff from the drop-down menu under Roles.
8. Click Manage Role.
9. Select Can view members of this role.
10. Click on the right-facing arrow to move.
11. Click Save in the lower right-hand corner.
12. Return to Object Permissions to confirm change.
Enable Users to View Each Other by Location Role
User Options > Admin Plus > Users > Roles
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Users.
4. Select Roles.
5. Click on a specific Location.
6. Click on Object Permissions in the upper right-hand corner.
7. Select "Location" from the drop-down menu under Roles.
8. Click Manage Role.
9. Select Can view members of this role.
10. Click on the right-facing arrow to move.
11. Click Save in the lower right-hand corner.
12. Return to Object Permissions to confirm change.
Enable Two Different Roles to View Each Other
User Options > Admin Plus > Users > Roles
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Users.
4. Select Roles.
5. Click on Student (example).
6. Click on Object Permissions in the upper right-hand corner.
7. Select Staff (example) from the drop-down menu under Roles.
8. Click Manage Role.
9. Select Can view members of this role.
10. Click on the right-facing arrow to move.
11. Click Save in the lower right-hand corner.
12. Return to Object Permissions to confirm change.
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