Task: New Program Operations User Actions (Slate+Advising)

Overview

The purpose of this document is to provide the manual steps required within the Slate+Advising instance whenever a new program representative needs access. Over time, this list of tasks should decrease as more processes are automated.

Actions

Each of the sections below must be completed for each new program representative.

User Account / Permissions

• *** Always first check to see if the user already has an account (active/inactive) ***
• Add the program representative.as a new active user with login access:
  • Enter the program representative's first and last names and Columbia email address.
  • Enter their title from the Columbia directory.
  • Enter their UNI in the User ID field.
  • Check "Enable account for access."
• Do NOT add any roles or permissions.
• Determine the population(s) to which the individual should have access. For a given population, add the following permissions:
  • Person Lookup
  • Person Update
  • Query - Person
• Add the "Programs" realm.