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    Configure Roles
    • 07 Sep 2023
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    Configure Roles

    • Updated on 07 Sep 2023
    • 3 Minutes to read
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    Article summary

    Roles and Permissions
    You can control who can see and edit the projects and your WIDS site by using Roles and Permissions. Your WIDS site has a customizable permissions system. The permission system is based on roles. Each user is assigned one or more roles that control what that user can view or edit.

    Permission Levels

    There are three permission levels in WIDS.

    No Access

    Users cannot see the page. If the View and Edit boxes for the user role are unchecked, the screen is hidden from view. 

    View

    Users can view existing information as read only. They cannot edit anything. There is no “edit” option on the screen.

    Edit

    Users can view the screen. They can also edit on the screen.

    Default Roles

    WIDS comes with several default roles with permission maps already in place. There are two types of roles in WIDS: Site Roles and Project Roles.

    • Site Roles: Site roles control privileges for users across all programs and courses. All users in WIDS must be assigned at least one site role. When added as a user, users are automatically assigned the role of system user.
    • Project Roles: Project roles are given to users to create, edit or approve programs or courses.  Users do not need a project role to create syllabi. 

    Site Roles

    Depending on your role you may or may not able to edit information on the screen.  Individual sites sometimes modify roles, but these are the standard WIDS site roles.

    System User  

    View approved (Active and Future) projects. 

    Site Administrator

    Edit on all screens. Access to the Site module in WIDS.

    Project Roles

    Users can be granted additional roles for individual projects.  Individual site administrators sometimes modify roles, but these are the standard WIDS project roles.

    Developer

    Edit content screens and request approval.

    Reviewer

    View Work In Progress (WIP) data but not edit.

    Project Manager

    Edit content screens and approve.

    Instructor

    Create a syllabus, learning plans, and PATs for approved courses.

    Modifying Roles

    You can adjust the WIDS default permission maps at any time, but you cannot delete or rename the default roles. Permissions are set for each role by module and status.

    1. Select the scope and role from the dropdown.
    2. Select a module permission map (Organization module, Program module or Course module).
    3. Select a status (Personal, WIP, Pending Approval, Active or Future). WIDS generates a list of screens to match your selections. For each screen check the appropriate box to set the permission:
    • Leave both boxes blank (hides the screen from view)
    • View
    • Edit

    Customize Miscellaneous Permissions

    Miscellaneous Permissions apply to all site roles.  To set miscellaneous permissions:

    • Select the scope and role.
    • Select Miscellaneous Permissions from the Permission Map dropdown.
    • Select Default from the Status dropdown.

    Using miscellaneous permissions, you can control the following.

    Advanced Search Personal

    The ability to search for and open personal projects created by others.  Usually limited to site administrators.

    Create Project

    Create a program or course project from the home screen.  Some organizations limit this to site administrators to avoid duplicate project creation.

    Home Page Profile Link

    The ability to reset your username and password from the home page.  Organizations connected to active directory often remove the view of this area.

    Home Page Report Central Link

    The ability to access Report Central to generate reports.     Report Central reports allow you to generate reports for multiple projects at once.

    Home Page Site Link

    The link allows you to access the Site.  Usually limited to site administrators.

    Home Page Org Link

    The link allows you to access the Org project.     This is where organizations setup and manage the organization-wide outcomes, rubrics, and assessment plans.

    All Filters

    The link allows you to view all of the data filters on a given page (including WIP and Expired).  This is usually limited to site administrators and project level roles.

    Add as Instructor

    This allows users to add themselves as an instructor from an active project to build course syllabi.  Usually left on for users.

    Home Page Notifications Link

    The link allows you to view notifications sent from WIDS.  Usually left on for users.

    Link LPs/PATs to COS

    The link allows you to search for and link learning plans and PATs from any user to a course.  Usually limited to site administrators

    Shared Documents Comments

    This allows users to post comments related to documents on the Shared Documents screen.

    Project Management Documents Comments

    This allows users to post comments related to documents on the Project Management Documents screen.  This is often limited to the site administrator and project roles.

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