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User Roles and Permissions Overview

All Ed-Fi publishing screens respect user roles and security group permissions, ensuring controlled access based on assigned privileges.

Configure Security Settings

To manage permissions for Data Exchange pages:

System Management > Security > Security Groups > Group (Name) > Configure Page Permissions >

  1. Data and Reporting > Data Exchange (for the main dashboard)

  2. Student/Staff Pages > Data Exchange (for student and staff publishing pages)

Affected Pages

The role-based access controls impact the following pages:

  • Data and Reporting > Data Exchange

  • Student & Staff publishing pages

  • System Management > Data Exchange >

    • General Setup

    • Codeset Mappings

    • Codeset Mappings (Other)

    • Data Publishing

    • Data Reconciliation

    • Special Operations

    • Resource Configuration

    • Diagnostic Viewer Information

    • Organizations

    • Organization Resources

Permission Levels

Level

Description

Group Default

Inherits default permissions assigned to the group.

No Access

User cannot see Data exchange page options.

Read-Only

User can view and navigate Data exchange pages but cannot modify data.

Edit

Full access, including republishing and deleting records.

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