User Roles and Permissions in Lifecycle Management
User capabilities in Lifecycle Management (LM) are based on assigned roles: Institutional Administrator, Unit Manager, or Unit Viewer. Each user must have one of these roles.
Faculty and LM users are managed differently; faculty have a Faculty Profile and user role, added via data loads and managed through the Faculty Roster, while LM users are managed through the Users page in the Administration section.
About User Roles and Permissions
| Institutional Administrator | Unit Manager | Unit Viewer | |
| Series | |||
| View Series | ✔ |
✔ |
✔ |
| Create Series | ✔ |
X |
X |
| Edit Series | ✔ |
X |
X |
| Delete Series | ✔ |
X |
X |
| Ranks | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| View Ranks | ✔ |
✔ |
✔ |
| Create Rank | ✔ |
X |
X |
| Edit Rank | ✔ |
X |
X |
| Delete Rank | ✔ |
X |
X |
| Events (Rank Events) | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| View Series | ✔ |
✔ |
✔ |
| Create Series | ✔ |
X |
X |
| Edit Series | ✔ |
X |
X |
| Delete Series | ✔ |
X |
X |
| Professional Journeys | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| View Journeys | ✔ |
✔ |
✔ |
| Create Journey | ✔ |
X |
X |
| Edit Journey | ✔ |
X |
X |
| Delete Journey | ✔ |
X |
X |
| Load Data | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| View Uploads | ✔ |
✔ (only my uploads) |
X |
| Download Error Files | ✔ |
✔ (only my downloads) |
X |
| Create New Upload: Series | ✔ |
X |
X |
| Create New Upload: Workloads | ✔ |
X |
X |
| Create New Upload: Journeys | ✔ |
X |
X |
| Create New Upload: Ranks | ✔ |
X |
X |
| Create New Upload: Rank Events | ✔ |
X |
X |
| Create New Upload: Faculty Profiles | ✔ |
✔ (only to my assigned units) |
X |
| Create New Upload: Appointments | ✔ |
✔ (only to my assigned units) |
X |
| Create New Upload: Past Events | ✔ |
✔ (only to my assigned units) |
X |
| Message Logs | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| View Logs | ✔ |
✔ (Coming Soon) |
X |
| Faculty | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| View Faculty Roster | ✔ |
✔ |
✔ |
| Send Faculty Message | ✔ |
✔ |
X |
| Download CSV of Faculty Data | ✔ |
✔ (All but salary) |
✔ (All but salary) |
| Activate Faculty | ✔ |
✔ |
X |
| Deactivate Faculty | ✔ |
✔ |
X |
✔ |
✔ |
✔ |
|
✔ |
✔ |
X |
|
✔ |
X |
X |
|
✔ |
✔ |
✔ (All but salary) |
|
✔ |
✔ |
X |
|
✔ |
✔ |
X |
|
✔ |
✔ |
✔ |
|
✔ |
✔ |
✔ |
|
✔ |
✔ |
✔ |
|
✔ |
✔ |
✔ |
|
| Faculty Events | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
✔ |
✔ |
✔ |
|
✔ |
✔ |
X |
|
✔ |
✔ |
X |
|
✔ |
✔ |
X |
|
✔ |
✔ |
X |
|
✔ |
✔ |
X |
|
✔ |
✔ |
X |
|
| Users | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
✔ |
X |
X |
|
✔ |
X |
X |
|
✔ |
X |
X |
|
✔ |
X |
X |
|
✔ |
X |
X |
|
✔ |
X |
X |
|
| Workload | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| View Workloads | ✔ |
✔ |
X |
| Create Workload | ✔ |
X |
X |
| Edit Workload | ✔ |
X |
X |
| Delete Workload | ✔ |
X |
X |
| Custom Terminology | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| View Terminology | ✔ |
✔ |
X |
| Edit Terminology | ✔ |
X |
X |
| Faculty Search Integration | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| Create Profile & Appointment | ✔ |
✔ |
X |