Overview

During your initial Scholar Admin site set up and as your organization grows, it will become necessary for you to grant departmental access to groups of users. This can be accomplished in Scholar Admin > Staff Management.

Typically, groups will represent departments at a college/university/organization. Multiple users can be granted access to each group, and/or one user can be granted access to one or more groups. Permissions will be determined at the group level.  

• Important Notes
• Navigate to Staff Management
• Permissions: Add Custom User Group
• Permissions: Edit User Group

Important Notes

1. Users must be added to each group individually unless using the bulk tool.
2. Staff permissions groups in Terra Dotta Core will automatically display in Scholar Admin > Staff Management.
3. Staff groups entered in Scholar Admin > Staff Management will appear in Terra Dotta Core.
4. If a group is deleted or edited in either Scholar Admin > Staff Management or Terra Dotta Core, it will also be deleted/edited in the second location.

Navigate to Staff Management

Begin by navigating to Scholar Admin > Configuration > Staff Management. Ensure the "Group" radial button is selected and click the "Add Group" button on the upper right corner. 

Permissions: Add Custom User Group

After clicking the Add Group button, you will be directed to a new page as shown below:

The Group Name field should be something to help you identify this group of users. This could be university departments like Engineering, College of Design, English Department, and so on.

The Copy From field is not required. If you have previously set up another group and you would like to give the same permissions to your new group, you can select the original group and automatically copy over their permissions. If left blank, you can configure manually by expanding the "Scholar Admin" Group Permissions panel and selecting the appropriate permission level. Generally, the only groups holding ISSS Administrators permissions should be staff in the international office who would be accessing scholar cases.

Click Add to go to next page.

Permissions: Edit User Group

After giving the group a name, you will be directed to a page where you can add users and input group permissions. Here you can search for users in the Add User field to add to the group. 

Note: Each department on campus must be assigned Department Administrator access in order to be able to login to the Departmental Portal.   

Update your changes prior to exiting the screen.

In cases of initial implementation, ISSS Admin can utilize the Scholar Admin: Departmental User Bulk Upload Tool to create departments and departmental admins en masse. Best practice is to use the bulk tool only once and use the manual entry methods once your site has been configured.