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In the enhanced EWP Dashboard, open My University>Accounts & Access from the main menu on the left. You will see two tabs on the top side: 1. Accounts and 2. Roles.
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Roles
By selecting the Accounts Roles tab you can see all active accounts created roles that are being used by your HEI’s IRO and the corresponding set permissions for each one.
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In the default view, Accounts Roles are organized in a table format, with the following headers:
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Name
Email
Phone
Role
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: Role’s title
Permissions: List of permissions set for the role
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Edit Existing Roles
You can edit an existing Account Role by selecting the yellow pencil icon on its right:
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After that, a pop up window appears in which all account’s details are editable.
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you can edit the Role Name and add or remove Permissions.
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You can remove a permission by clicking the x icon on its right:
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You can add a permission by:
typing its name (e.g. “Managing IIAs”) or
by clicking on the arrow icon on the right and choosing the permission you want, from the drop-down menu that appears.:
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Once you finish editing, you have to click on Save Changes and the window will close automatically.
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A small window appears at the bottom left of your screen, informing you that the role you edited was updated successfully.
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This message disappears after a few seconds.
Adding New
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Role
To create a new AccountRole, you have to click on the Add New Account Role button on the bottom of the page.
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After that, a pop up window appears in which you can fill the account’s role’s details:
Account Role Name: you can set IRO’s full name or something similar to that
Account Email: IRO’s email address
Phone Code & Phone Number
Role: choose a role for the account. See more info below.
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have to set a unique role name. Try something descriptive but short, that will help you understand role’s permissions easily and quickly just by reading it (e.g. Sign OLAs, All features, Applications only)
Permissions: choose the role’s permissions from the drop-down menu that appears by clicking the arrow icon.
Permissions
Each Account can be assigned with a Role and each Role may be granted with several permissions. The permissions depend on the actual role of the person the account is being created for, i.e. if the person (member of the academic staff) is going to handle OLAs, it will need to have the permissions Managing students and Uploading students (to use the csv file upload function for creating multiple OLAs).
Below the Permissions are explained in detail so you know which ones each of your staff accounts needs to have.
Editing general Info: Not applicable at the moment
Creating accounts: manage the institutional staff accounts, create/edit/delete
Viewing students: view OLAs
Managing Organizational Units: add/edit/remove Organizational Units
Managing students: view/sign/decline OLAs
Creating IIA: create IIAs
Uploading students: initiate OLAs for multiple students by uploading csv files
Managing IIAs: view/edit/delete and approve IIAs
Editing step by step: Not applicable at the moment
Default IIA Data: manage the Default IIA Data (Factsheet)
Import IIA: creating multiple IIAs by uploading csv files.
EWP Settings: activate/deactivate APIs.
Erasmus+ App: create/edit/delete Useful Info, Deals, Events for the App
Applications for Erasmus+: manage the Applications
Covid-19 Settings: Not applicable at the moment
You may create as many roles as you like according to your organizational needs, assigning one or more permissions accordingly.
Once you fill both fields, you have to click on the Add New Account button Role and the window will close automatically. When accounts are created for new colleagues, they will receive an automatic notification to set their own password, which means they will have their own login credentials.
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Note that you can add the Phone Number only if you have selected a Phone Code first.
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You can now use the new role you created.
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A small window appears at the bottom left of your screen, informing you that the new role created successfully.
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This message disappears after a few seconds.
Delete Existing Roles
You can delete an existing Account Role by selecting the black bin icon on its right.
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A confirmation window appears, informing you that by deleting this specific account the staff member won't be able to sign in.
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Once you click Delete Role,the role is permanently deleted and a small window appears at the bottom left of your screen, informing you that the deletion was successful.
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| Note |
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1. You can’t delete a role if it’s been assigned to an account. |
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Accounts
By selecting the Roles Accounts tab you can see all created roles active accounts that are being used by your HEI’s IRO and the corresponding set permissions for each one.
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In the default view, Roles Accounts are organized in a table format, with the following headers:
Name: Role’s title
Permissions: List of persmissions set for the role
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Email
Phone
Role
...
Edit Existing
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Accounts
You can edit an existing Role Account by selecting the yellow pencil icon on its right:
...
After that, a pop up window appears in which you can edit the Role Name and add or remove Permissions.
...
You can remove a permission by clicking the x icon on its right:
...
You can add a permission by:
typing its name (e.g. “Managing IIAs”) or
by clicking on the arrow icon on the right and choosing the permission you want, from the drop-down menu that appears.:
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all account’s details are editable.
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Once you finish editing, you have to click on Save Changes and the window will close automatically.
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. A small window appears at the bottom left of your screen, informing you that the account you edited was updated successfully.
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This message disappears after a few seconds.
Adding New
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Account
To create a new RoleAccount, you have to click on the Add New Role Account button on the bottom of the page.
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After that, a pop up window appears in which you can fill the role’s account’s details:
Role Account Name: you have to set a unique role name. Try something descriptive but short, that will help you understand role’s permissions easily and quickly just by reading it (e.g. Sign OLAs, All features, Applications only)Permissions: choose the role’s permissions from the drop-down menu that appears by clicking the arrow iconcan set IRO’s full name or something similar to that
Account Email: IRO’s email address
Phone Code & Phone Number
Role: choose a role for the account. See more info here.
Once you fill both fieldsall details, you have to click on the Add New Role Account button and the window will close automatically. You can now use the new role you created.
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When accounts are created for new colleagues, they will receive an automatic notification to set their own password, which means they will have their own login credentials.
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Note that you can add the Phone Number only if you have selected a Phone Code first.
Also, a small window appears at the bottom left of your screen, informing you that the account was created successfully.
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This message disappears after a few seconds.
Delete Existing Accounts
You can delete an existing Role Account by selecting the black bin icon on its right.
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A confirmation window appears, informing you that by deleting this specific account the staff member won't be able to sign in.
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Once you click Delete Account, the account is permanently deleted and a small window appears at the bottom left of your screen, informing you that the deletion was successful.
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This message disappears after a few seconds.
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Note that once you delete a Role an Account you can’t restore it, but you can recreate it if needed in the future. |