Admins can assign individual access levels by choosing a position name and the access levels associated with it. They can also specify when it will take into effect and expire, based on the start and end date of a placement.


Required Access: 

You will need the Security Administrator access level to create access levels for each new position.


Where to go:

Select Admin > Member Management > Position Manager


Steps to be taken:

  1. Go to the Position Based Access Levels page.
  2. Click on the "+" or add button to assign new access levels for that position.
  3. Choose a Position Name to configure.
  4. Below Access Levels, select the individual access levels that you want included for the position. You can also type in the name to find it. If there are multiple access levels associated with the access level, they will appear below Implied Access Levels.
  5. For Days before Positions Start, enter a number that will make the access levels take effect. For example, you can set 0 if you want it to take into effect the start date of their placement or 3 if you want it to start three days before the start ate. 
  6. For Days After Position End, enter a number that will make the access levels expire for the position. For example, you can set 0 if you want it to take into effect on the end date of their placement or 3 if you want it to expire three days after the end date. 
  7. Click Save and your access levels will be applied to the position based on the days set in Days before Positions Start. 

Take note, it will take overnight for these access levels to appear if you configure it ahead of time and is also based on Days before Positions Start.


Editing and Deleting Access Levels

If you need to delete an access level, below the Actions column, click on the "X". Once it has been deleted, it cannot be restored. 


To edit, you can create a new set of access levels. Take note, there isn't an edit option. You can delete and re-create any permissions as needed.


To see what has been deleted, click on the eye toggle, see below:


Reports

In the Query Tool, there is a Access Levels - System and Manually Assigned report, which is a list of system and manually assigned access levels from the Access Manager. This includes the ones configured from Position Based Access Levels. If System Assigned is set to No, the access level was manually assigned. If it is set to Yes, it was configured based on placement.