Assuming responsibility for a Business Role

For each business role, you can choose whether you want the. permissions included in that role to be managed by Arbor or by your school. If your school manages permissions for a business role, you can add permissions or remove permissions from that role to change this from the default permissions maintained by Arbor.

We don't recommend assuming responsibility for permission management. This is because we sometimes need to make changes to the default permissions included in a business role. Any business roles managed by your school won't be updated in such situations. 

If your school has responsibility for managing a Business Role, you can see the actions you'll need to take to stay on top of change management here: Are we notified of updates if we edit the permissions for a business role?

How can I check if a business role is managed by us or Arbor?

Go to School > Users and Security and select a business role to take you to that role's Overview.

The Business Role Overview page allows the Leadership team to edit a particular business role and the permissions associated with it. Here, the Business Role can also be re-named if required.

• If the role is managed by Arbor, the Permissions management field will say Managed by Arbor
• If the role is managed by your school, the Permissions management field will say Managed by your school name

How can we manage the permissions for a business role?

To assume responsibility for permissions management of a business role:

• Go to School > Users and Security
• Select the business role you want to take over permission management for
• On the role's Overview, click into the Permissions management field
• On the slide-over, click the red Take responsibility for permissions button
• Confirm the changes in the pop-up

The Permissions management field will now show that permissions for this role are managed by your school.

How can we change the business role to be managed by Arbor again?

If you made a mistake or you want Arbor to manage a business role's permissions again, you can revert permission management back to Arbor. This resets all permissions to Arbor's recommended settings and resumes automatic permission updates for that role.

Note: Reverting will erase any custom permissions you've set. If you later choose to manage permissions yourself again, you'll need to manually re-add those custom settings, as they aren't saved.

To revert the permission management of a business role back to Arbor:

• Go to School > Users and Security
• Select the business role you want to take over permission management for
• On the role's Overview, click into the Permissions management field
• On the slide-over, click the green Revert Management to Arbor button
• Confirm the changes in the pop-up