Access Levels

The following is a list of actions a user can perform at each Access Level.

All Modules

These apply to Student Manager Modules: Names, Course, Instructor, Pay, Pocket Ledger, and Registration.

Level	Description
0	No Access. Menu items and icons are not available to user
1	View Records Only.
2	Add Records Only.
3	Add/Edit Records.
4	Add/Edit Code Lists
5	Delete Records*

*Minimum delete level can be changed by Student Manager Administrator.

Power Level

The user's Power Level is the lowest of Course, Names, Pay, Registration, Instructor, Pocket Ledger, and Report System.

These procedures require the stated Power Level:

Level	Description
3	Backup Data (Tools > Backup) Import/Export Reports (Must also be a level 3 in Report System)
4	Update Counts (Tools > Update Counts)
5	Pack/Reindex (Tools > Database Admin > Pack/Reindex) Edit UDF Labels
6	Add/Edit User Records Edit Field Labels (Edit > Preferences) Run Data Cleanup Tools

Names

These settings apply to the Names module, and some apply to the Firm module.

Level	Description
2	Send Quick Email to Individual (MUST also have level 2 access in E-mail)
3	Add/Edit Zip Code records
4	Print Waitlist Reports from Course Quick Reports See unencrypted SSN in nmcode2 field
5	Change Firm ID field on Firm records (e.g. when combining Firms)
6	Encrypt SSNs in NMCODE2 Mass Delete/Purge Names Mass assign address/phone to all Firm Employees (when changing it on Firm record)

Registration

Level	Description
3	Assess Fee Adjustments Transfer Registration Run Invoice Reports (MUST also have level 6 access in Financial Reports)
4	Overbook Course
5	Add Fee Adjustment Description on the fly Override Membership Requirements Assign Proxy to Registration
6	Add Memberships on the fly Edit Registration Fee Amount

Pay

Level	Description
3	Assign Invoice Numbers when running Invoices Enter custom Receipt Number when adding payments
4	Edit Payment Type
5	Set Up Payment Plan
6	Edit Deposit Numbers Edit Receipt Numbers Edit Payment Date Access Credit Card Management Tools Void Invoice/Receipt

Course

Level	Description
2	Clone Single Course (from course record)
3	Add Location Records Clone Location Records Duplicate (Clone) a Course
4	Cancel Course (from course record) Lock Course (from course record) Cancel Course (with Option to Refund) Clone Room
5	Mass Change/Update/Delete/Archive
6	Mass Clone (Same Dates) Mass Registration Transfer (crs -> crs) Mass Delete

ACEweb

Determines staff access to Staff Web Access and ACEweb Administration procedures. See the ACEweb Access Levels topic for more information.

Codes

Level	Description
3	Access Course Proposals (Module > Catalog > Course Proposals) (MUST also be a level 4 in Course)

Instructor Pay

Level	Description
3	See Instructor Pay column in Courses Taught list

Instructor

Level	Description
4	View/Edit Instructor Evaluation Fields (on Course Instructor tab) View unencrypted ID (Faculty Preference)
5	Edit the Faculty System ID (Combining Instructors)

Pocket Ledger

Level	Description
	There are no access levels that affect Pocket Ledger

Report System

Level	Description
1	Access Demographic, Course, Faculty, and Registration Reports
2	Access Workshop Reports
3	Access Codes and Statistics Reports
4	Modify Reports Add/Edit Queries
5	Edit Default Report Activate/Deactivate Report Add Missing Item when adding/editing queries Delete Additional Report Delete Queries
6	Move/Rename Report

Email System

Level	Description
2	Send Quick Email to Individual (Names) Send Quick Email to Instructor
3	Email Registration Confirmations
4	Send Quick Email to Course Send Quick Email to Canceled Students Send Quick Email to Waitlisted Students Email Roster to Instructor Email Certificates Individually Email Invoices Individually Email Course Reminders
5	Send Mass Emails

Financial Reports

Level	Description
3	Access Budget Quick Reports
4	Access Pocket Ledger Reports
5	Access Accounting > Enrollment & Income, Income Detail, and Deadbeat reports
6	Access Accounting > Cashbox, Daily Income reports Access Invoice Reports