This article will walk through basic information for the System Admin in regards to the 504 Platform including permissions and code management.
NOTES:
1. Within Infinity, you must have the permission to manage permissions to give users/roles/etc. access to the 504 Plan/Tools.
2. Within the 504 Platform, you must be a System Admin to adjust permissions for groups, adjust code management, etc.
To grant users/roles/etc. access to the 504 Platform, their user/role/etc. must have the following base permission set to YES within Infinity.
504 Plan - Access
Allow users to access the 504 Plan system.
- Groups come into the 504 Platform from Infinity. Groups are "roles" within Infinity.
- The only way to add a new group to the 504 Platform is to assign a user a role within Infinity or add a new role within Infinity and then assign a user to this role.
- Anyone who is a System Admin within Infinity will automatically be assigned to the group of System Admin within the 504 Platform.
- Anyone that has a role of teacher within the Infinity platform will automatically be assigned to the group of Teacher within the 504 Platform.
- The role(s) that you have within Infinity will automatically assign you to that Group within the 504 Platform. For example, if you are an occupational therapist within Infinity, you will automatically be assigned to this group within the 504 Platform.
The sites a user has access to within the 504 Platform is connected to the current sites they have within Infinity. The users/roles gets extracted nightly from Infinity to the 504 Platform.
- The 504 Platform grants/gives permissions by groups versus by role/user/etc. (which is how it works within Infinity).
- ONLY the group, System Admin, can grant/remove permissions in the 504 Platform.
- ONLY the group, System Admin, will have permissions automatically connected. This means that every other group will need to be given the appropriate permissions within the 504 Platform.
| Group | Preset Permissions |
|---|---|
| System Admin |
|
| All other groups |
|
1. Select the Hamburger Icon (three horizontal lines).
2. Select Permissions.
1. To View/Adjust General Permissions (these would be those outside of the 504 Plan such as Caseload and Activity Log), select General Permissions.
2. To View/Adjust 504 Plan permissions, select 504 Plan.
The default for General Permissions is that ONLY System Admin have the optional permissions available within General Permissions.
NOTE: All users/groups have the ability to view the Activity Log and run the Caseload.
1. To allow a group to run the Activity Log Report for other users, click within the text box and select the group(s) that should have the permission to run the Activity Log for other users.
2. To allow a group to View and Manage the Caseload (and enter in activities) for other users or for a student, click within the text box and select the group(s) that should have the permission.
3. Select Save.
The default for 504 Plan Permissions is that ONLY System Admin have all four permissions.
NOTE: This means in order for a group other than System Admins to have access to the 504 Plan, they must be given the permission(s).
1. To allow a group to View 504 Plans click within the text box and select the group(s) that should have the permission View 504 Plans.
2. To allow a group to Edit a 504 Plans click within the text box and select the group(s) that should have the permission Edit 504 Plans.
3. To allow a group to Delete the 504 Plans click within the text box and select the group(s) that should have the permission Delete 504 Plans.
4. To allow a group to Restore deleted 504 Plans click within the text box and select the group(s) that should have the permission Can Restore 504 Plans.
5. Select Save.