Overview

This menu allows Super administrators to allow more permission to view or deny access to selected pages or functions on top of the default role access and features.

Further information can be found in the Set Up permission Quick Guide document.

Setup Permission

To setup permissions, you have to first set up the permission linking with a particular role and then later allocate or assign the users to that permission.

To perform this function, follow the instructions below:

Click Admin > Setup permission

Note: Super Administrators (SAdmins) has the right to use this function.

Select Role type from the drop down menu.
Type in Staff name on the field available
Click View.
Tick the permission box applicable and click this icon to update permission setup.

Note: A pop up message will appear to confirm permission setup update

Create Permission Group

Create permission groups should you need to provide extra permissions per role. Note that each role has designated access and permissions depending on their function. Extra permissions can be added as required.

To manage this function, follow the instruction below:

Click Admin > Setup Permission > Set
Select Permission Name from the drop down menu
Tick the box with Role Associated with the permission set up.
Click Add/Update Role Permission.

Note: As a system default, only SAdmin roles can generate student certificates. However, as per the example provided, SAdmin has granted student services permission to do 'Certificate Generation". This means that Student services staff can also do this function in the system.

Permissions

The following table provides information for each of the Permissions that are available.

Permission Name	Permission Description
Activate/Deactivate Staff/Teacher Comm Log	Allows user to activate or deactivate staff/teacher communication log
Activate/Deactivate Student Comm Log	Allows user to activate or deactivate student communication log for both student communication log and communication log with search.
Allow staff to delete record in student intervention register	Permitted staff will have option to delete record from student intervention register
Allow staff to do CRM admin task (Assign Staff, Setup, Monthly Target)	Allow marketing staff to do CRM admin task
Allow staff to enrol student into subject without checking Pre Requisite Subject completion	Permitted staff will be able to do individual enrolment into subject without checking whether student has completed pre requisite subject
Allow staff to view online test results	Allows permitted user to view online test results. Admin and sadmin staff can view test results from Admin tab
Allow Staff to View/Update Student Tax File Number (TFN)	Allows user to view and edit/update the student tax file number (TFN).
Allow to delete student results if attendance exists	Allows user to delete student results even if attendance records exist for the selected subject enrolment.
Allow to modify fully paid Invoice	Allows user to modify fully paid payment invoices within the system.
Allow to Send SMS	Set the specific user roles to be able to use and send SMS from the system. By default, allow all accessible staff to be able to send SMS, if no setup this permission into your system. The Meshed Platform has the capacity to integrate SMS capability from a third party provider to send bulk and/or individual text/ SMS messages. This is an optional module.
Allow to Update Scholarship	Set the specific user roles to be able to use and allow to update scholarship.
Allow to update student course info (override)	Allows user to update student course details even though student subject enrolment duration does not fall between student course duration. Otherwise it will be restricted
Allow to Update Subject Outcome for Withdrawn/Cancelled Course	Allows user to update student results for status that are generally restricted. Override permission.
Approve Assessment	On assessment management, after entering the assessment outcome by trainers/admin staff, they are required to be Approved (generally by Academic Manager or Director of Studies). This permission allows user to approve assessment.
Approve Trainer Timesheet	Allows supervisor to approve teacher timesheet as per this permission
Certificate Generation	Specifies where staff can view and generate certificate/statement and attainment/transcript. Can preview or generate in pdf. Sadmin user role will be able to view regardless of this permission.
Delete Student Account	Allows user to delete student details (in cases where there were wrong student moved to student section or to delete test student details). Once student records is deleted, they are then moved to offer section (if previously they were generated after creating an offer)
Deny Attendance Entry	Restrict assigned user to record student daily attendance and work placement attendance. But user can view attendance
Deny Attendance View	Restrict assigned user to view student daily attendance. Student cannot see their attendance details in their student portal. This permission also applies to teacher portal
Deny staff to add student subject enrolment	Restrict user to record student class enrolment. Restricted in student subject enrolment, group enrolment and bulk enrolment
Deny staff to delete student results	Remove the "delete the selected row?" icon but still allow the user to have access to "Update student module/subject outcome" and can update the details. This will cover for both Individual and Bulk update sections
Deny staff to update student course info	Restrict user to add or update student course info. But user can view student course info
Deny staff to update student profile info	Restricts user to update student profile info e.g. Student details, address info, previous study or employment info
Deny staff to update/delete student results	Restrict users to update/ delete student subject enrolment info. User cannot have access to view/update academic progress under compliance.
Deny staff to view agent commission	Restrict users to view agent commission page under marketing tab
Deny staff to view student profile letter	Restrict user to generate/send warning letter from student profile summary page
Deny Student Email Feedback	Removes the facility in Student Portal to send email to college but still can send email to teacher ( according to the class enrolled)
Deny Student to Update Address	Student can only view address details but unable to update in Student Portal.
Deny Student to View Attendance	Not allow student to view attendance details in the Student portal
Generate Bulk Certificate	Allows user to view the related menu (Generate Bulk Certificate) under compliance and can generate bulk certificate (certificate for multiple students)
Generate Invoice	Allow users who have access to Offer tab to be able to access the Generate Invoice menu to create invoices (tuition and miscellaneous)
Modify Agent Comm Log	Allows user to see update icon for agent communication log diary and are able to edit the log
Modify Student Comm Log	Allows user to see update icon for student communication log diary and are able to edit the log.
Modify Transaction	Allows user to modify the transaction details (under Account menu)
Disable Student Payment Section	Remove User access to Student Payment menu for Roles with access to the Accounts Menu.
Disable Agent Payment Section	Remove User access to Agent Payment menu for Roles with access to the Accounts Menu.
Process Trainer Timesheet	Can view or process teacher timesheet. Timesheet can only be processed after approval.
Redirect staff to CRM dash board after login	Once staff logged in, redirects to CRM dashboard instead of staff home page
Setup Letter and Email Template	Allows user to set up email template or mail merge letter template within the system. Feature menu is visible under Reports menu tab.
Student Sanction	Allows user to apply student sanction in student profile summary or in payment summary page
USI Process/Generation	Specifies which staff/role can view and process/generate student USI. By default, all Sadmin user can access without set this permission. The feature contains student confidential personal information. So keep in mind that only specific designated person should be able to do this task.
View CRM Dashboard	Allow user to access and view CRM dash board
View Transcript	permission when allocated to Staff only allows preview transcript but not generate the transcript document.
Allow staff to modify batch	Only users with this permission granted can rename a Batch (Class) when the Change Batch/Class Name optional feature is enabled
View Insight: Dashboard	Allows users to access and view Dashboard charts.

Page Permission

Page permission are different to earlier permission as this provides a facility to control the Agent Portal or Student Portal by SAdmin user.
Note that this a system –wise permission. With this option, you can select the permission and hide pages from Agent or Student Portal as per your requirements. This option allows you to better manage what the external users will be able to view with their login. To manage this function, follow the instructions below:

1. On your RTOManager, Click Admin > Setup Permission > Page Permission

Select Permission name from the drop down menu.
Select permission type –e.g. System or role (roles are limited to student and agent portal only).
Click Apply Permission.

Note: The page permission you have set up will appear at the bottom of the page. As per example below, permission has been set up to Deny agent to upload ECoE or additional documents. You may update permission by clicking edit/ delete icon .

Page Permission List

The following table lists the Page Permissions that are available.

Permission Name
Deny Agent to upload ECoE or Additional Documents
Deny Agent to Send Feedback
Deny Agent to Apply for Student
Deny Agent to Generate Payment Advice
Deny Agent to View Student List
Deny Agent to View Offer List
Deny Agent to View Commission Payment
Deny Agent to View Commission Rate
Deny Agent to View Documents
Deny Agent to View Reports
Deny Student View/update Vaccination Details
Deny Agent registration in public portal
Deny Student Application from Public Portal
Deny Student to View Assessment
Allow student to update AVETMISS data
Deny Student To Update Address
Deny Student to Email to Trainer
Deny Student to View Evaluation
Deny Student Email Feedback
Deny Student to Online Assessment Submission
Deactivate online class enrolment feature in student portal
Deactivate online test feature in student portal
Deny Student to View Results
Deny Student to View Study Plan
Deny Student to View Class Timetable
Deny Student To Submit USI Consent Form
Deny Student To View Attendance
Deny Student to Download Course Material
Deny Student to Download College Document
Deny Student to View Payment Details
Deny Student to View Warning Log

Go to Top

On this page

Related topics

Browser not supported