Roles Guides Overview
The Roles feature allows portal Admin to direct content to specific groups of users and allows for more granular permissions.
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Setting up fairly granular roles allows users to reach a specific group without sending announcements, alerts or other communications to students who are outside the message’s target audience. By only sending students pertinent information, portal Admin will increase engagement, and students will learn to pay attention to communications because it’s always important to them specifically.
When creating roles, start with large umbrella groups (All Students, Freshman, Juniors) then drill down by things like major, school, campus, clubs, activities and any other categorization an institution may want to target. Keep it broad enough that it captures a good chunk of students, but specific enough to see the need to message only that group. As time goes on, reevaluate the roles in place to identify ones that aren’t being used or roles that are missing but would be helpful to have.
Roles come from a user batch file, SAML, and/or manual creation. User batch file is the most frequent method.
A user can have as few as one role (“Everyone”) or as many as needed. One role is not more important than another role; a user will see all content and have all permissions related to the role(s) that they have.