Frontline Education

Managing User Roles in Frontline Admin

In the Frontline Administration application, you can manage the Frontline applications that an existing user can access. Access to Frontline applications is provided by the user's roles. This article explains how to manage an existing user's roles within the Frontline Administration application, including adding access to an application, suspending access temporarily or permanently removing access.

Note: If your user has not been created yet, see Creating a Person in Frontline Admin.

Access the Organization Details Page

User roles are managed from a user's Organization Details page. To access, search for a person from the Frontline Administration home page.

PersonManagement_PersonName.png

In the search results, click the person's name to access their Organization Details page with their current roles(s) listed in the "User Applications and Roles" area. 

OrganizationDetails_wUserAppsRoles.png

You'll manage access to applications from the "User Applications and Roles" area.

Add Access to an Application

From the user's profile, select the "Actions" dropdown and click Add Role to display the "Add" option.

ManagingUsers_AddRole.png

In the Application field, select the application for which you are adding access. The available options are limited to the applications associated with your organization.

The Role field displays roles specific to the selected application. If multiple roles are available, select the role appropriate for the user. 

Click Add.  

If it is displayed for the application you added, click the Setup button to complete user setup in the specific application (for example, assigning permissions). 

Application_Added.png

Note

When you add access, the status is generally "Granted," with the following exceptions:

  • Central: The initial status is "Suspended," but will refresh to "Granted."  You may need to refresh the page to view the update.
  • Recruiting & Hiring: The initial status is "Suspended" until setup is completed.

Suspend Access Temporarily

Suspension of access should be used to temporarily remove access to a role/application. This scenario applies to users who will return in the future, such as users on leave or for substitutes during summer. 

From the user's profile, select the toggle button beside the role to change the "Granted" status for the application(s). The suspended application displays as "Not Granted" and appears in gray.

Access_Suspended.png
When appropriate, restore access by toggling the option back to “Granted” for the application(s).

Remove Access Permanently

The remove function will permanently remove access to the associated application(s) for the user. Only remove access when the user no longer needs access to an application, such as when a user changes jobs in your organization or when a user leaves your organization.

From the user's profile, select the "Actions" dropdown and click Edit Role to gain access to the "Remove" options.

Remove_Options.png

You have the following options to remove access:

  • To remove a role, click Delete beside the role toggle.
  • If the user has multiple roles, click Remove All to remove all roles.

A pop-up message will appear. Click Remove Role / Remove All to confirm.

Example of Remove Role pop-upRemoveRole.png

Example of Remove All pop-up RemoveAll.png

Remember to save your changes when finished.