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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
View Faculty Profile

✔

✔

✔
Create Faculty Profile

✔

✔

X
Delete Faculty

✔

X

X
View Appointment Details

✔

✔

✔ (All but salary)
Create Appointment

✔

✔

X
Edit Appointment Details

✔

✔

X
View Professional Journey

✔

✔

✔
View Faculty Message Logs

✔

✔

✔
View Appointment History

✔

✔

✔
View Activity Log

✔

✔

✔
Faculty Events
  Institutional Administrator Unit Manager Unit Viewer
View Faculty Event

✔

✔

✔
Add Faculty Event

✔

✔

X
Add Exception Event

✔

✔

X
Edit Faculty Event

✔

✔

X
Start Faculty Event

✔

✔

X
Cancel Faculty Event

✔

✔

X
Restore Faculty Event

✔

✔

X
Users
  Institutional Administrator Unit Manager Unit Viewer
View Users

✔

X

X
Create User

✔

X

X
Edit User

✔

X

X
Delete User

✔

X

X
Assign Role

✔

X

X
Remove Role

✔

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
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