System Permissions

Permission Description
Active Scheduler Administrator Create and edit schedules on behalf of others.
Application Decide Add, Confirm, Assign Letters, and Release decisions individually from the application record. Also grants access to Decision Management if the user has read access for a query.
Application Decisions (View) Show or hide the decision section within a record's application tab.
Application Lookup Grants read access to view all data on an application tab within the student record.
Application Lookup (Active Period Only) Grants read access to view all data on an application tab within the student record if the application is associated with an active application period.
Application Review Forms Grants access to view an application's submitted review forms.
Application Update Grants write access to application data, including updating the application round, application-scoped fields, submission status, activities, and checklist items.
Audit Log Grants access to view the Audit Log for a student record.
Batch Acquire Grants access to upload documents and associate them with a record within Batch Acquire.
Bin Management Grants access to the Bin Management tool to batch assign reader bins and queues for applications included in a query. The user must also have read access to the query.
Consolidate Records Grants full access to the Consolidate Records tool, including the compare tool and the ability to merge records that appear as potential matches.
Custom SQL Grants the ability to view and edit the SQL tab within the Form Builder; create and edit custom SQL queries; create and edit individual custom SQL exports and filters in the Query Builder tool.
Database Grants access to all Database items; Ping; Decision Letters; Application Editor; Standard Query Library.
Dataset Lookup  Grants read access to dataset record data.
Dataset Update  Grants write access to dataset record data.
Deliver Create Deliver messages and edit Deliver messages associated with the user account; Grants access to the Email Gateway Inbox to view emails sent by this user.
Deliver (edit all users) Create Deliver messages and edit any Deliver message, regardless of the user; Grants access to the SMS Inbox and the Email Gateway Inbox to view messages sent by any user. 
Deliver Content Blocks Create Deliver Content Blocks. 
Deliver Outbox Grants access to the Deliver Outbox.
Deliver Send Send or stop Deliver messages.
Engage Grants read access to Engage (deprecated).
Engage (All Access) Grants write access to Engage (deprecated).
Events Create events, access and edit events associated with the user account.
Events (edit all users) Create events, access and edit any event, regardless of the user.
Events (Slate.org) Create, access and edit Slate.org events.
File Editor Grants access to the File Editor.
Financial Aid Grants access to the Financial Aid checklist and the Financial Aid query folder.
Forms Create forms, access and edit forms associated with the user account.
Forms (edit all users) Create forms, access and edit forms, regardless of the user.
Giving Lookup Grants read access to the Giving tab. Slate for Advancement only.
Giving Update Grants write access to the Giving tab. Slate for Advancement only.
Giving Update - Change Gifts Grants the ability to edit a gift without requiring a reversal. Slate for Advancement only.
Giving Update - Opportunities Grants the ability to create and update Opportunities. Slate for Advancement only.
Import Grants access to import files using Upload Dataset.
Inbox Grants access to Message Inbox.
Inbox Live Configuration Grants access to Inbox Live configurations.
Inbox Snippets Admin Grants admin access to Inbox Snippets.
Interactions Grants access to add and update Interactions on the Timeline tab of the person record.
Interviews Create interview slots, access and edit interviews associated with the user account.
Interviews (edit all users) Create interview slots, access and edit any interview, regardless of the user.
Manage Shared Views Grants access to the Shared Views tool.
Payment History Grants access to the Payment History page.
Payment Interactions Grants write access to Payment activities/interactions.
Payment Refund Grants write access to Payment refunds.
Person Impersonate  
Person Lookup Grants read access to view a student record.
Person Lookup (Active Only) Grants read access to view a student record that is configured as Active.
Person Lookup (Unmask Test Optional Scores) Grants read access to view a student record's optional test scores unmasked.
Person Update Grants write access to person data, including the ability to update biographical data, interactions, and person-scoped fields.
Person Update (Verified Scores)  Grants write access to create and edit verified test scores.
Portal Editor Grants access to the Portal Editor.
Projects Grants access to Project.
Query Create queries and run or edit queries associated with the user account.
Query (Configurable Joins - Base Access)

Grants access to utilizing Configurable Joins Query Bases to start a query. Access to starting a Query using Configurable Joins query bases can be granted in masse, or on a base-by-base basis. Bases to which a user has been granted access can also be used as the base of Independent Sub-Queries.

Query permission must also be explicitly granted to allow a user to access the Query tool.

Query (Configurable Joins – Join Access)

Grants access to joining to the specified table within a Configurable Joins Query. Access to joining specific tables can be granted in masse, or on a table-by-table basis. Joins to which a user has been granted access can also be used as the base of Independent Sub-Queries.

Query (Configurable Joins - Base Access) permission(s) must be granted to start a query using a Configurable Joins Query Base.

Query (edit all users) Create queries and run or edit any query, regardless of the user.
Query (Slate Template Library) Grants access to Export and Filter resources in the Slate Template Library while using the Query Builder.
Query (System Folder) Grants access to queries in the System folder.
Reader Grants access to the Reader.
Reader Classify Grants access to Classify within the Reader.
Reference Impersonate Grant access to reference impersonation for population-based application permissions.
Relationship Lookup Grants access to view relationship data on a person record.
Relationship Update Grants write access to create and edit relationship data on a person record.
Release Decisions Grants access to the Release Decisions module - including the ability to confirm decisions, assign letters, and release decisions in batch.
Research (Edit Configurations) Allows user to edit research configurations.
Research (Edit Data) Allows user to edit research data.
Research (Edit Verified Data) Allows user to edit verified research data.
Research (View Data) Allows user to edit research view data.
Retention Policy Editor Grants access to the retention policy editor.
Retention Policy Editor - Edit All Grants access to edit all policies within the retention policy editor.
Retention Policy Editor - Execute All Grants access to execute all policies within the retention policy editor.
Rules Editor Grants access to the Rules Editor.
School Official Impersonate Grant access to school official impersonation for population-based application permissions.
Service Desk Forums View the Technolutions Knowledge Base, and Community Forums.
Service Desk Requests View service desk requests associated with your institution.
Switchboard Grants access to Switchboard.
Workflow Editor Grants access to Workflow Editor.

 

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