The following is a list of actions a user can perform at each Access Level.
Record Access--All Databases
These apply to Student Manager databases: Names, Course, Instructor, Pay, Pocket Ledger, and Registration.
| 0- | No Access. Menu items and icons are not available to user. |
| 1- | View Records Only. User can only view records. Adding/editing options are not available. |
| 2- | Add Records Only. User can add a new record to the database. No editing options are available. |
| 3- | Add/Edit Records. User can add and edit record information. |
| 4- | Add/Edit Code Lists (Module > Codes; individual code's + button is enabled) |
| 5- | Delete Records* |
*Minimum delete level can be changed by Student Manager Administrator.
Power Level
The user's Power Level is the lowest of Course, Names, Pay, Registration, Instructor, Pocket Ledger, and Report System.
These procedures require the stated Power Level:
| 3- | Backup Data |
| 4- | Update Counts |
| 5- | Pack/Reindex |
| Edit UDF Labels | |
| 6- | Add/Edit User Records (Tools > Password Maintenance) |
| Set Global Preferences (Preferences in Blue) | |
| Edit Database Labels (Names, Course, Registration Preferences) | |
| Run Data Cleanup Tools (Tools > Data Cleanup) |
Names
| 2- | Send Quick Email to Individual (MUST also have level 2 access in E-mail System) |
| 3- |
Add/Edit Zip Code records |
| 4- | Print Waitlist Reports from Course Quick Reports |
| Edit Firm IDs | |
| See unencrypted SSN in nmcode2 field | |
| 6- | Mass Delete/Purge Names |
| Mass assign address/phone to all Firm Employees |
Registration
| 3- | Assess Fee Adjustments |
| Transfer Registration | |
| Run Invoice Reports (MUST also have level 6 access in Financial Reports) | |
| 4- |
Overbook Course |
| 5- | Add Fee Adjustment Description on the fly |
| Override Membership Requirements | |
| Assign Proxy to Registration | |
| 6- | Add Memberships on the fly |
| Edit Registration Fee Amount |
Pay
| 3- | Enter custom Receipt Number when adding payments |
| 4- | Edit Payment Type |
| 5- | Set up Payment Plan |
| 6- | Edit Deposit Numbers (preference must be enabled) |
| Edit Receipt Numbers (preference must be enabled) | |
| Access Credit Card Management Tools | |
| Void Invoice/Receipt |
Course
| 2- | Clone Single Course |
| 3- | Mass Clone Courses (Module > Courses > Duplicate a Course) |
| 4- | Cancel Course |
| Lock Course | |
| 5- | Mass Change/Update/Delete/Archive |
| 6- | Mass Clone (Same Dates) |
| Mass Registration Transfer (crs -> crs) | |
| Mass Delete |
ACEweb
Also determines staff access to ACEweb Administration procedures.
| 6- | Suspend/Resume Charging |
Codes
| 3- | Access Course Proposals (Module > Catalog > Course Proposals) |
Instructor Pay
| 3- | See Instructor Pay in Courses Taught list |
Instructor
| 4- |
View/Edit Instructor Evaluation Fields (on Course Instructor tab) |
| View unencrypted ID | |
| 5- | Edit the Faculty System ID |
Pocket Ledger
None
Report System
| 4- | Modify Reports |
| Edit Queries | |
| 5- | Edit Default Report |
| Activate/Deactivate Report | |
| Delete Additional Report | |
| Add List Item when adding/editing queries (in Step 1: Select a Field) | |
| 6- | Move/Rename Report |
Email System
| 2- | Send Quick Email to Individual (Names) |
| Send Quick Email to Instructor | |
| 3- | Email Registration Confirmations |
| 4- | Send Quick Email to Course |
| Send Quick Email to Canceled Students | |
| Send Quick Email to Waitlisted Students | |
| Email Roster to Instructor | |
| Email Certificates Individually | |
| Email Invoices Individually | |
| Email Course Reminders | |
| 5- | Send Mass Emails |
Financial Reports
| 3- | Access Budget Quick Reports |
| 4- | Access Pocket Ledger Reports |
| 5- | Access Accounting > Enrollment & Income, Income Detail, and Deadbeat reports |
| 6- | Access Accounting > Cashbox, Daily Income reports |
| Access Invoice Reports |
