View and add Permissions to a Business Role

This article explains how to view and manage permissions for Business Roles in Arbor. Users can see all roles, check who has a specific role, and add or remove permissions. Changes to permissions will affect current and future users of the role, and staff must log out and back in for changes to take effect.

How can I see Business Roles?

Go to School > Users and Security. The Business Roles page lists all roles setup on Arbor as well as a breakdown of the roles currently being used.

Further information on each role can be displayed by clicking on the role.

You can view who has has a business role by clicking the role and selecting Users. You can change the filters to see who had this role in the past.

How do I add Permissions to a Business Role?

To edit permissions associated with a business role, your school must be in charge of managing that role. You can see how to do this here: Assuming responsibility for a Business Role

For certain requirements, alternative methods of assigning permissions may be more appropriate, such as adding Ad-Hoc Permissions if you would like to add a permission to a particular member of staff, or adding a business role if you would like to assign multiple permissions at once.

A permission can be added or removed from a business role by clicking Permissions from the left-hand menu. 

Take note of the banner at the top of the page explaining how the permissions will work. Adding a permission to this business role means that:

• anyone who currently has the business role will be given the new permission
• anyone given this business role in the future will be given the chosen permission by default

Top Tip: Staff will need to log out and back in for permission changes to take effect.

Click the permission to add it to the role or see more information. To add the permission, click Add Permission to role and confirm the change in the pop up.

A tick will then appear next to the permission. All users with this role will now have this permission. To remove a permission, follow these instructions.