Interviews: Set up Interview Administrators

Modified on Fri, 26 Sep at 4:49 AM

Users who are going to set up Interviews events must be assigned the relevant 'Roles' and 'Permissions' in order to do so.

Some permissions are set up by default by Tes, but each school can edit the default roles and also create their own roles with relevant permissions.

Definitions

Users: Everyone who logs into the online Edval webserver is considered a user. This includes teachers, Admin staff, Students and Families. Every user is granted a WebCode (whether or not they actually need to log into the server or not), and each of these users need to see different screens relevant to them only.
Roles: Each role has it's own set of 'Permissions' that allow the user to see and interact with certain Tes screens. Examples of roles are: 'School administrator', 'EI administrator', 'Daily organiser'.
Permissions: Permissions are assigned to each role. Examples of permissions are: 'View timetable', 'Set up and edit events', 'Generate event schedule'

Users with the 'School administrator' role will be able to access all purchased Tes modules.

Step 1: Create or edit roles

Navigate to Admin > Roles

The table will display the available Roles along with the Permissions each Role includes.

By default, both an 'Interviews Administrator' and an 'Interviews support' role should display, but no users will have been assigned this role; it is up to the school to assign it to the right users.

Click on the + to expand the field to see all existing permissions.

Edit an existing Role

Click on the edit button on the right hand side of the table. A list of permissions will display. Tick or untick permissions as required.

Create a new Role

Select the Create role button on the right side of the screen.
Enter a Name and a unique Code for the new Role.
Expand each tree section and tick the required permissions.

Step 2: Add users

All teachers should already exist as users in the database, as the Tes timetable file is the source of truth for teaching staff and should have been uploaded to the Edval webserver already. To assign the Interviews role to a teacher, skip to the next step.

Often Interviews administrators are admin staff, so they may not yet exist in the database, and may need to be added.

Navigate to Admin > Users
Select the action 'Create user' from the right hand side of the screen
Enter the details of the user
While in this screen, complete step 3: Assign role to user

Step 3: Assign roles to users

Navigate to Admin > Users
Find the name of the user who will be assigned an Interviews related role
Tip: Enter part of their name into the 'Filter by name' field on the right
Select the edit button to the right of their name
Click in the Roles field, and the available roles will display. Select the role to be assigned. Save.

** Note that the below image shows that this user already has a WebCode assigned. Clicking on the little eye image will display the WebCode. If the user doe not have a WebCode assigned, read the warning at the bottom of the screen.

Step 4: Issue WebCode to administrators

Navigate to Admin > Users
Find the name of the user who will be assigned an Interviews related role
Tip: Enter part of their name into the 'Filter by name' field on the right
Select relevant users by ticking the box to the left of their names
Select the 'Resend WebCode' action.

No WebCode assigned to the user:

Occasionally an extra step is required if the user does not have a WebCode assigned.

Navigate to Admin > Users
Find the name of the user who will be assigned an Interviews related role
Tip: Enter part of their name into the 'Filter by name' field on the right
Select relevant users by ticking the box to the left of their names
Select the 'Reissue WebCode' action.
Select the 'Resend WebCode' action.