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How do I create a new user role for my institution's Videri account?

Updated Sep 18, 2021

As an admin you may be able to create custom user roles for your institution's Videri account. User roles determine a user's access to data and features within Videri. By default, Videri includes a Videri Administrator user role, which grants access to all of Videri's features and all of your institution's data. You may wish to create custom roles for specific user types at your institution. For example, you can create custom user roles for teachers at your institution that allows them to view data for students in their courses. They can then use the Videri data to identify and support students.

Open Videri Administration Page

Open Videri Administration Page

In the Navigation Menu, click the Admin link.

Open Security

In Administration Navigation click the Security link [1], or on the Videri Administration page, click the Security link [2].

Open Roles

In the Security Management Navigation Menu, click the Roles link [1], or on the Security Management Overview page you can click the Roles link [2].

Add New Role

Add New Role

Click the New Role button.

Add General Role Information

Add General Role Information

In the General section, add the following user role information:

  • Role code [1]: the code used by your student information system to recognize and correctly distribute data to users with the role.
  • Role name [2]: the name for the user role. This name displays in Videri.

By default, user roles are enabled in your account. To disable a user role, click the Disable toggle [3]. Users assigned to a disabled user role can only access Videri Support.

This section also displays the following additional information about the role:

  • Role type [4]: the method for the role's creation. Manually created roles display a User Created role type [5].
  • Created on [5]: the role creation date. Once the role is saved, the role creation date displays

Set Modules Access

Set Module Access

In the Modules section you can determine the role's access to modules and features in Videri. These settings determine which options display in the user's Videri Navigation Menu. By default, all modules options are set to Not Available.

Select the role's access to charts and dashboards in Videri using the Visuals drop-down menu [1]. Menu options include Not Available, View, Create and View, and Create, View, and Publish.

Select the role's acces to watchlists using the Watchlists drop-down menu [2]. Menu options include Not Available, Create and View, and Create, View, and Publish.

To allow users with the role to view student scorecards and the Perspectives navigation link, click the Scorecards toggle [3]. When turned on, the toggle switch displays to the right.

To allow users with the role to explore, filter, and disaggregate student data, click the Data Explorer toggle [4].  When turned off, the toggle switch displays to the left.

Select the role's account administration permissions using the Administration drop-down menu [5]. Menu options include Not Available, Administer Users, Administer Users and Settings, and Administer All.

Set Data Authorization Access

Set Data Authorization Access

In the Data Authorization section you can select which data users with the user role can view.

To grant users with the role access to view academic data for students at your institution, click the Academics checkbox [1].

To determine the scope for the displayed data, click the Scope drop-down menu [2]. Menu options include All (No Student PII), All, School, Teacher, and Grade Level.

The School and Grade Level roles use information in the imported User File to identify the specific scope of the user. If more complex scope configurations are required, this information can be provided in the UserAccess file instead.

Scope Configuration

Videri automatically identifies the subset of students available to the user as follows:

Scope Student Subset Available
Summary All student summary information but not detailed information on individual students
District All students
School Students enrolled at the school identified by the SchoolCode value in the User File
Classroom Students in classes taught by the teacher
Grade Level Students enrolled at the school identified by the SchoolCode value in the User File and enrolled in the grade level identified by the GradeLevelCode value in the User File

Save Role

Save Role

Click the Save button.

View Created Notification

View Created Notification

When the role saves successfully, Videri displays a Created notification.

View Role

View Role

View the role in the Role List.

 

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