Introduction
This guide gives an overall view of each role.
StudentAdvisor Roles
Main Roles
- Admin - This role has full access to all functionality. Typically assigned to a Director of Financial Aid/Scholarships
- Advisor - This role has access to view and interact with VirtualAdvisor conversations along with sending Outreaches.
- Advisor Manager - This role has access to view and interact with VirtualAdvisor conversations along with sending Outreaches. This role also has the ability to review other users' inboxes.
- Content Manager - This role can add and edit institutional content and override global content.
- Content Approver - This role is designated to approve new/edited institutional content, if the institution wishes to add that step in the content workflow.
- Content Publisher - This roles is designate to publish new/edited institutional content was trained and approved.
Support Roles (Extra Permissions)
- Advisor Assignment Viewer - This role allows a user to view the Advisor Assignments page. It should be added along to any user who should have the ability to view advisor assignments. This is view only.
- Global Student Search- This role allows a user to search and view student profiles outside of their assignments. It should be added along to any Admin/Advisor user who should have the ability to view student profiles outside of their assignment.
- Sensitive Data Manager- This role allows a user to view VirtualAdvisor responses redacted for having sensitive information. It should be added along to any Admin/Advisor user who should have the ability to see sensitive information.
Attached is an excel with a breakdown of which roles have which permissions.