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 are added via data loads and managed through the on the faculty list and profile page, while LM users are managed through the Administration > Users page.
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 Events | ✔ |
✔ |
✔ |
| Create Events | ✔ |
X |
X |
| Edit Events | ✔ |
X |
X |
| Delete Events | ✔ |
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 |
| Reports | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| View Reports | ✔ |
X |
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 |
|
Review Promotion & Tenure Integration (with appropriate role permissions in both LM and RPT) | |||
| Institutional Administrator | Unit Manager | Unit Viewer | |
| Initiate Cases from the LM Faculty List | ✔ |
✔ |
X |