Admin Features and Permissions

Setting up admin users, groups, and permissions in Prosperity LMS

During the process of setting up business units within Prosperity, you identify users who you want to have access to and a log in to the Prosperity Admin Portal.  Setting up someone as an admin is performed by defining permissions. Think of permissions as providing an admin with keys to certain portions of Prosperity. With permissions, an admin can be granted or denied access to any of the main screen menu options.  For example, a first line supervisor who logs into the Admin Portal, may only see one option – Reports, where as a content developer may only have access to the Courses and Program options under the Curriculum menu. To summarize: 

 

• Permission groups are used to define administrator permissions in Prosperity.  Each group will define:  

• What menu items an administrator in this group has access to. 
• What companies (and therefore students) what group has access to.  

• Admin Users are administrative accounts. An user may belong to multiple permission groups.  

 

How Permission Groups Get Created  

 

Permission groups can be created as follows:  

• Using the permissions module   

• On the company profile, where you can automatically create a permission group just for that business unit (and it’s children) 
• Through an import 

Each component of a permission group can be modified for that group. These components include:  

• Settings:  Basic information for this group, including the name, description, and the admin users associated with this group 
• Access to Companies: Which companies will administrators in this group have access to? 

• Access to Features: Which features of the LMS will administrators in this group have access to? 

 

 

 

Recommended Sequence for Administrator Set Up 

 

While it is possible to do these steps in any order, it will be easier for you if you do them in this recommend-  ed order. If you create your permission group(s} before you create your admin user(s}, you will greatly reduce  the need to go back and update information later. 

1. Create Permission Groups. 

1. Create Admin Users. 

If you do not know all of your permissions and admin user information yet, it is okay to enter some now and  the rest when you have the information. It is easy to update your permissions and users as your organization's needs change. 

Create a Permission Group 

1. Click on "Permissions" under the Adminmenu.

 

 

 

 

 

 

1. 2. Click on "Groups" in the top button bar.

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1. FYI, any permission groups that already exist will be listed here. You can  edit a group by clicking the edit button beside it.

 

 

 

 

1. On the Groups page, click "Add a New Group."

 

1. The Group Name is required, and can only contain letters, numbers, hy-  phens, and/or underscores. It can't be a single zero.

 

 

 

 

 

1. You can optionally add a description and/or a welcome message for this  group. The welcome message appears on the home page when the user  logs in.

 

 

 

  

1. 7. If any admin user accounts already exist, you can add them to this group  now by clicking the green plus sign at the Choose the users you  want to add and click "Add these selected records."

 

1. In our example, the admin user we want to add to this group hasn't  been created yet, so we will do that in the next step.

 

1. Click "Save."

 

 

 

 

1. There are now two additional buttons on this page. We will use them to  define who users in this group can see ("Access to Companies"} and  what users in this group can do ("Access to Features"}.

 

 

 

 

 

 

 

1. Click "Access to Companies." This is where you set which business units  and students this group has access to. 

• Selecting a business unit will by default select all business units  underneath it in the hierarchy. You may uncheck any business  units you want to exclude. 
• Any business units selected will give members of this group ac-  cess to related students, programs, courses, and reports. 

 

 

 

 

1. After selecting any existing companies you want this group to have ac-  cess to, click "Save." It's okay if the companies you want for this group  do not exist yet. You'll be able to associate this group with new compa-  nies when you create them.

 

 

 

1. Click "Access to Features." This is where you set which administrative functions (menu options} the group has access to. NOTE: if a user be-  longs to more than one permission group, Prosperity gives the user the  sum of all of the permissions for all of those groups.

 

 

 

 

 

 

 

1. All of the menu items are listed here. Check the ones you would like us-  ers in the group to have access to, and click "Save."

 

1. Add as many permission groups as you need using the above steps.

 

Create an Admin User 

1. Click "Users" in the top button bar.

 

 

1. FYI, all of the existing admin users will be listed on this page. You can  search for users in the upper right or use the edit button next to a user if  you need to make changes.

 

 

 

1. To ceate a new user,click "Add a New User."

 

1. Here is where you will enter the user information. The User Name is re-  quired, and can be made up of letters, numbers, hyphens, and/or under-  scores, but can't be a single zero.

 

1. The password must be between 6 and 32 characters long, and may be  any combination of letters, numbers, and certain special characters.
2. 6.  If there is a person already in the system, such as an existing student, who should be associated with this admin account, click the green plus sign under Contact to choose the person you want. Use the red minus sign button to remove the association if desired.

 

7. Click “Groups for this User” to add the user to one or more permission groups.  

8. Check the group(s) you want, and click “Add these selected records,” then click “Save.”