Roles are different to permission levels. Roles are jobs the user does within the institution.
Certain roles will add the contacts names to lists.
Click on Contact tab in the side menu.
Click on Search in the Side Menu.
Enter at least one of the following options in to the relevant search box:
Given Name
Surname
Home Institution
Status
Contact Role
Click on the Search Contact button.
To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
This will return a list of contacts that meet the searched criteria
When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row.
Scroll down to the Assigned Roles for Contacts section.
Click on the drop box ans select the required role.
Click on the Assign Role button.
To add additional roles select the required role drop box and click the Assign role button. Repeat as many time as required.
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12. How to Add or Edit Attachment for a Contact Record
Load the contact record or refer to the section above "How To Search for a Contact / User record".
Once the contact record has been loaded, scroll to the bottom of the page
Click the Add File Attachment button
Click on the Purpose drop box and choose Signature.
In the Name field, type in Signature since the attachment and other details relate to the signature that will appear on the templates. This is how we refer to the file attachment record.
The Description field should contain the name of the current Registrar or Dean and that name will appear on the templates. Immediately on the next line in the Description field under the name, add the official position title of the person whose signature will appear on the templates. If the position title is not needed on the templates, it does not have to be included here.
The Status field should be set as Published.
The Permission Level field should be set to the lowest permission level that is to be allowed access to read or open the file, such as Staff. It is recommended not to set it to the Student level for security reasons.
It is not necessary to upload an image file in the file attachment record, but the file should contain the image of the signature of the person who represents the provider, and the image should be set to have a transparent background. The transparent background allows for the signature to appear on the template without obscuring any background image that also printed.
Click the Browse button and select the file from your local computer that contains the image.
When the details above have been completed, click the Save File Attachment button.
Once these details have been added, you are then able to update these details as you please, and the new details will be immediately updated across all report and letter templates that are currently configured to use them.