User Entities & User Roles

SACS User Roles

User roles play a critical part in the SACS Web System. User roles ensure dataset submissions and the workflow are properly followed. Additionally, certain roles provide SACS Web System health and security. The following table illustrates each user role, permissions, whether that role is part of the submission workflow, and which role grants access to permissions.

Note: The table below provides a summary of permissions that may be granted to each role. The Submission section of the SACS Web System User Guide provides a full accounting of the permissions that may be granted to each role.

User Role	Permissions	Submission Workflow	How Do I Get This Role?
Public	Default account; Ability to view published (UA data), certified budget, and interim data for all entities.	No	Self Register or User Management
Edit Draft Dataset	Ability to edit draft datasets only	Yes	User Management
Edit Dataset	Ability to edit submission datasets for associated within granted entities	Yes	User Management
Dataset Approval	Ability to promote a draft dataset to submission dataset list and to oversight reviewing agency	Yes	User Management
Oversight	Ability to review and edit a submission for which the entity has oversight responsibilities	Yes	User Management
Certify/Promote to CDE	Ability to certify and submit (UA) data to the CDE	Yes	CDE User Management
User Management	Ability to manage user accounts	No	Administration
Administration	Ability to create other administration and user managemnt accounts	No	CDE User Management

SACS Entities

Entities are specific agencies involved with statutory financial reporting requirements. Example entities include individual LEAs, charter schools, COEs, JPAs, the State Board of Education, and CDE.

Each entity has specific roles and permissions within the SACS Web System (e.g., a charter school can be granted access to edit datasets but not Oversight for those datasets). Each entity must have at least one user with the Administration role who will then grant one or more users with the User Management role. The user with the User Management role will then administer all users and grant permissions according to need.

The table below illustrates each entity type and the permissions allowed by the SACS Web System for that particular entity.

	Edit Draft Dataset	Edit Dataset	Dataset Approval	Oversight	User Management	Administration	Certify/Promote to CDE
Public
District	x	x	x	x	x	x
Charter School	x	x	x		x	x
COE	x	x	x	x	x	x	x
SELPA	x	x	x	x	x	x
JPA	x	x	x	x	x	x
SBE	x	x	x	x	x	x

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