This lesson will provide the steps necessary to provide a user with adequate permissions to create, edit, and report on outcomes for a given sub-account. For this lesson, we are calling this role "Outcomes Manager" but you can title it whatever you want.
In Global Navigation, click the Admin menu [1], then click the name of the account [2].
In Account Navigation, click the Sub-Account link.
In Sub-Account Navigation, click the Permissions link.
Click the sub-account title.
Click the Account Roles tab [1] and then click the Add Role button [2].
You can create a New Role Type with limited permissions. Type the name of the new role type in the new role type field [1]. Click the Save button [2].
Click to select or deselect the permissions. To create an Outcomes Manager role select the following Account Permissions using the check boxes:
You will need to make sure the user you wish to become an Outcomes Manager has a user profile in the account. Click the Users link.
Click the Settings link.
Click the Add Account Admins button within the Admins tab.
Select the Add More drop-down menu to set the admin type to Outcomes Manager [1]. Type the email address of the user in the user ID field [2]. Click the Continue... button [3].
Verify the user you added is listed in the admin field [1]. Select the OK Looks Good, Add this [#] User button to add the admin [2]. Click the Go back and edit the list of users link to adjust any errors [3].
The Outcomes Manager will have access to Users, Statistics, Outcomes, Rubrics, and Reporting for the respective Sub-Account.