In Illuminate Student Information, we make things easier for you by providing predefined roles. The intent of the roles is to give you a set of permissions that are used most often by those assigned to the roles that we predefine. This saves days of setup that you would need to give the permission sets to each role that you need to use the system. These roles have the prefix, “ISI”.
We recommend that you create new roles specific to your district and then copy the role permissions from the predefined roles we supply to you. Then you can adjust them as necessary. The permissions are not permanent, and you can change them at any time to meet your needs.
We determined the best set of permissions by looking at several client setups. By copying the permissions, you preserve the originals that we provide which gives you an original set to refresh roles should you get confused about which permissions to use.
1. Verify imported roles and add any additional roles as needed
2. Verify predefined "ISI" roles have been loaded into your instance. If they have not contact firstname.lastname@example.org for assistance
3. Use copy functionality to copy ISI predefined roles to existing district roles
4. Edit predefined ISI role names to indicate they should not be assigned to users