Setting up Roles & Permissions

Tiffany Winters

Modified on: Tue, May 6, 2025 at 10:13 AM

Table of Contents
Overview
Viewing Roles
Adding Roles
Role Based Access Control (RBAC) in Course Demand Projections
Viewing Demand Analytics Recommendations in Academic Scheduling
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Overview

Coursedog allows institutions to define user roles by customizing permissions.
These Role Based Access Control (RBAC) permissions dictate what users are able to see and do in the platform. For example, a Department Scheduler may have different access than an Administrator in the Registrar's Office when viewing analytics.
Coursedog comes pre-built with a variety of roles but offers flexibility around editing these roles and adding additional custom roles.
When you have a user who needs different permission settings for different products, it is best practice to create a custom role for them, rather than to assign multiple roles.

Viewing Roles

Overview

PATH: Course Demand Projections > Settings > Roles

You may view and edit permissions for each role by clicking on the various toggles next to each role name.
For most functionality, permissions can be set to either “Allow” or “Deny”. However, a few permissions additionally have an "Allow If" (conditional) option e.g. “Allow If User is assigned to department.”
- If “Allow if” is selected, a condition will need to be applied. If “Allow if” is selected but no conditions are defined, that is the same as setting it to “Allow.”

Adding Roles

If your institution needs to add a new role, you can do so by clicking "+ADD ROLE".

Role Based Access Control (RBAC) in Course Demand Projections

Overview

Coursedog offers Role Based Access Control for admins to manage who can and cannot perform specific actions in the Academic Operations Analytics (AOA) platform.
Below are the specific permissions that you can manage with roles.

Scheduling Analytics

Access	Description
View Courses	Allows users to see the AOA > Scheduling > “Courses” tab and the course projections within it
Hide Courses	Allows users to mark courses as hidden or visible
View Inferred Program Maps	Allows users to see the “Program Maps” tab and the inferred program maps within it
Edit Inferred Program Maps	Allows users to edit inferred program maps, e.g. merge, unmerge, remove, reset, and lock/unlock maps
Refresh Inferred Program Maps	Allows users to select the “Calculate Inferred Program Maps” button within “Data Calculations”. In other words, if this is set to “Allow”, a user will be able to generate inferred program maps.
Edit Time Conflicts	Allows users to modify time conflicts within the “Time Conflicts Heatmap”. It is best practice to set this to “Allow”. Edits to the heatmap persist on a user by user basis.
View Schedule Health Metrics	Allows users to view the “Scheduling Scorecard” for terms once their enrollment window has closed. Allows users to view the “Schedule Health” dashboard to access longitudinal scheduling health metrics.

Settings

Access	Description
Edit Analytics Configuration	Allows users to edit settings within the “Analytics Configuration” tab
View Student Settings	Allows users to see the “Students” tab and the students within it
Edit Student Saved Views	Allows users to create saved views within the “Students” tab
Edit Student Mapping	Allows users to configure the “Student Mapping” tab
Edit Users	Allows users to create, delete, and edit Users. Allows users to reset passwords for other users, provided the user has requested a reset. Recommended for Super Admins only.
Edit Roles	Allows users to make edits to existing roles or create new roles. Ability to create an “Allow If” conditional, specifying the allowed roles the user is allowed to edit. This allows a restriction where a user can edit Role X and Y, but not edit Role Z. If a user has restricted edit access to roles, they will see only a subset of those roles appear when they visit the Settings > Roles page. Recommended for Super Admins only.
Edit Terms	If a user has permission to edit terms, the changes they make in AOA will appear in Scheduling too. Best practice is to ensure the setting for this in CDP matches the intended setting in Scheduling.

Viewing Demand Analytics Recommendations in Academic Scheduling

In order to navigate to individual CDP Course Analytics from the Section Dashboard in Academic Scheduling, users must have the Scheduling > Course Editor > “View Schedule Analytics” permission set to “Allow” and the “Course Demand Projections” product assigned to their user.