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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 maintenance 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.

User Role Permissions Submission
How Do I Get This Role?
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 or User Management
Administration Ability to create other administration and user managemnt accounts No CDE User Management, or Administration

SACS Entities

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

Each entity has specific roles that are applicable to its users. Each entity must have at least one user with the User Management role who may then assign other users within the entity the User Management role. The user with the User Management role will administer all entity users and assign permissions according to need.

The table below illustrates each entity type and the roles allowed for users of that particular entity.

Edit Draft Dataset Edit Dataset Dataset Approval Oversight User Management Administration Certify/Promote to CDE
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