Copy and customize a District role at the Intermediate Organization level

In addition to creating new roles, Intermediate Organization administrators can copy and customize security roles created at the district level. These roles are for Aspen users at the same organization level, or at the organization levels below.

To copy and modify a security role in the Intermediate Organization view:

  1. Log on to the Intermediate Organization view.
  2. Click the Admin tab.
  3. Click the Security side-tab. Select the Customizable Roles Filter. A list of District (Root Organization) roles appears. The list is limited to roles with the same, or fewer, access privileges than your own role. You cannot create a role that has greater access privileges than your own.
  4. Select the checkbox next to the user role that you would like to copy and customize.
  5. Click Details. The following screen appears. The screen is read-only, except for two buttons: Cancel and Customize:

  1. Click Customize. A pop-up briefly appears indicating that Aspen has created the copy and you can edit it. Even if you click Cancel and do not save, the copy still exists. Click OK to clear the message box, or wait a few seconds until it fades.

  1. On the top section of the General sub-tab, use the first table in Define Details for User Security Roles to complete the fields.

    In the Security Access section of the page, the Category column displays categories from the Data Dictionary. The System Table column displays Data Dictionary tables within the category. For example, for the Grades category, Data Dictionary tables such as Grade Scale, Grade Term, and Transcript Definition appear.

    Note: To quickly select all checkboxes, click [all] next to the table. To quickly deselect all checkboxes, click [none] next to the table.

  1. At the top of the page, click the Navigation sub-tab. The navigation privileges appear:

  1. Use the second table in Define Details for User Security Roles to fill in the fields.
  2. Click Save. The following pop-up appears:

  1. Click OK, or wait a few seconds until the pop-up fades. Any users in your organization who were associated with the original District (Root Organization) role are now associated with your copy.

    If you click Cancel, you return to the Admin > Roles list. The All Records filter is applied, even if you were using the Customizable Roles filter when creating the copy. The role you created appears in the list.

  1. Click Revert to delete the new customized role. The original role created by the District (Root Organization) still appears in Admin > Roles list as a read-only file.

    2. Note: If you revert a role that was copied from a district (Root Organization) role, its associated users get reassigned to the original district role.