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Managing User Roles and Permissions
The ‘Home’ Screen has three options which allow State Data Stewards the ability to view their permissions, manage permissions granted to the role of Local Data Steward and Data Viewer within their state, and identify individuals to serve as Local Data Stewards and Data Viewers. State Data Stewards can also identify other users in their state as State Data Stewards.
The State Data Steward, Local Data Steward, and Data Viewer can view their permissions by clicking on ‘View Permissions’ button in the content area of the home screen. Your name and the role you have within this application will be displayed as well as the state, county, and offices which will determine the practices and narratives you will be able to view or manage in the application.
The State Data Steward can tailor the functions to be performed by the Local Data Stewards and Data Viewers within their state.
To edit or view the functions for the Local Data Stewards and Data Viewers:
Select Manage Permissions from the home page.
Select the role.
Check the applicable permissions.
Click Save.
The State Data Steward can designate individuals as the Local Data Steward or grant individuals access via the Data Viewer role.
To add or remove roles for individuals:
Select ‘Manage User Permissions’ from the home page.
Select the Office where the employee is assigned from the choice list.
Select the employee’s name from the choice list.
Select the user’s role from the choice list.
Save the information.
Note: Currently the user must be enrolled as a Toolkit user before they can be granted access to the CPS application.
The State Data Steward can remove or change access to the application by:
Select Manage User Permissions from the home page.
Select the Office where the employee is assigned from the choice list.
Select the employee’s name from the choice list.
To delete all access, click the Delete button or to change access, select the applicable role from the Users Role choice list and Save.
National and State managers can get a report showing all people who have specific roles:
Select a role from the drop-down list.
Click Print Users.
