Overview
Are you part of a multiple-site group? Check out our Managing Permissions for Multiple Sites article to learn more about managing permissions for site groups.
Admin Permission Groups provide an optional streamlined way to manage user access.
Start by creating groups of set permissions on this page. Once created, you can assign users to a group (on the Admin Portal Accounts page), and they will automatically inherit the associated permissions.
Who can access this feature and where is it?
Page location: Settings > Portal > Admin Permission Groups
Admin Account Types: System Admin
Permissions: Any
In this Article
Accessing Admin Permission Groups
The Admin Permission Groups page is the central hub for creating and managing permission groups.
- Access to this page is restricted to System Admins.
- You will find this page by navigating to Settings > Portal > Admin Permission Groups.
What can you do on this page?
Use the Admin Permission Groups page to create groups with specific permissions. In the image above, you can see an example of a site that has set up a specific permission group for its Billing Office and a separate group for its Marketing team.
Use this in combination with your Admin Accounts page (Settings > Portal > Admin Portal Accounts) where you can assign users to a specific Permission group individually or in bulk.
Can a user be in more than one Permission Group?
No, you can only assign users to one Permission group. This is good to keep in mind as you map out which groups you'll need. You can change a user's group at any time from the Admin Portal Accounts page.
Do all admins need to be assigned to groups?
Nope — Permission Groups aren't required! You can still assign specific permissions to users directly from the Admin Portal Accounts page (Settings > Portal > Admin Portal Accounts.)
Permission Group Functionality
Example of the Admin Permissions Groups page
On the Admin Permission Groups page (Settings > Portal > Admin Permission Groups), you have the following capabilities:
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Add New Groups: Add new groups and assign specific permissions to each group. See the "Permission Details" section below for a comprehensive list of available permissions.
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Edit, Audit, and Delete:
- Edit: Edit the name or permissions of an existing group.
- Audit: Track all modifications to permission groups, including who made the changes and when using the Show Audits option.
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Delete: Delete groups that were created on this page.
- If the group already has users signed to it, you will not be able to delete it.
- Deleted groups can not be recovered.
Where can I add Admins to Permission Groups?
Admins can be added to groups from the Admin Portal Accounts page (Settings > Portal > Admin Portal Accounts.)
Permission Details
Read a brief description of each permission level in the table below. You can also click on the article linked in the name column to visit the article dedicated to that permission.
You might also find it useful to utilize our Permissions Explorer tool.
Permission Name |
Description |
| Admissions | The Admissions permission allows users to view and manage admissions-related data, including prospect lists, application materials, and admissions checklists. It also grants System Admins and Admins access to admissions-specific data under Settings. |
| Enrollment | The Enrollment permission grants access to student enrollment data and related functionalities, including enrollment lists and checklists. It also allows you to view enrollment-specific data within contact records. Admins/System Admins with this permission can manage enrollment settings. Note: Access to tuition and fees data requires Financial permissions. |
| Scheduling | The Scheduling permission grants access to the Scheduling tab, enabling users to manage calendars, create and edit appointment slots, and view/manage scheduled appointments. Admin and System Admin roles can also create new calendars. |
| Communication | Communication permissions enable users to send emails and text messages within Finalsite Enrollment. Disabling this permission prevents users from sending communications, though they may still access letter/label templates and (for admins) send password reset/authentication emails. |
| Medical | Medical permissions grant access to view medical-related data within contact records, including specific fields and related notes, activities, and emails. Enrollment permissions are also required to view this data on the contact record. |
| Secure | Secure permissions grant access to sensitive data within contact records, including fields designated as "Secure" and related notes, activities, and emails. This permission is crucial for controlling access to sensitive information like Social Security Numbers (where only the last four digits are displayed by default). |
| Financial | Financial permissions grant access to financial data and functionalities, including tuition and fee information, contract management, and (for Billing module users) billing-related features. Users can view financial data within contact records and (for Admins/System Admins) manage financial settings and access billing tools. |
| Data | Data permissions grant access to data-related settings and functionalities, including viewing ID field data within contact records. Admins and System Admins with this permission can manage fields, contact layouts, custom statuses, data imports/exports, and other data-related configurations. |
| Reader | Reader permissions allow users to participate in the application review process within the Review Module. Admins/System Admins have full access to all reviews, while Users and Limited Users can only access assigned reviews. This permission also automatically enables a daily review summary email notification (which can be disabled by the user). |
| Impersonate | Impersonate permission allows designated users (typically admins) to view the Parent Portal as a parent would. This feature is useful for troubleshooting and understanding the parent's perspective within Finalsite Enrollment. |
Library of Resources
- Managing Admin Permission Groups: Creating New Groups and Adding Users to Them
- Admin Portal Accounts: Permission & Access Controls
If you have any further questions or require assistance with managing Admin Permission Groups, please don't hesitate to contact our support team.
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