User Permissions for Alerts on the Executive Dashboard

There are several User Permissions related to Alerts on the Executive Dashboard that determine what actions a User can take.

User Permissions play a crucial role in protecting your data by controlling who can access, modify, or perform specific actions in your system.  Review Protect Your Account - User Permission Guidelines for more information.

To adjust a User's permissions, go to the Gear icon > Settings > Users & Permissions > User IDs (click on a UserID) > User Permissions (left menu) to set the permissions. Note: If a User is logged in when changes are made to their permissions, they'll have to log out and back in for the changes to take effect.


View the Alerts Widget

All alerts require this permission to access the Alerts widget.

Category User Permission
Enables access to
General Dashboard - Alerts Alerts widget on the Executive Dashboard.

Access Related Reports & Take Action

The alerts in the widget require different User Permissions to open the linked reports and clear actionable alerts.

Expand each section below to learn which permissions control the alert.

Classes with Incomplete Staff Portal Attendance (yesterday)

Category User Permission
Enables access to
Staff Time Card and Portal Settings tab Take Action: Use the Portal Msg link to send a Staff Portal message.

Incomplete Time Entries

Category User Permission
Enables access to
Staff Portal Manage Incomplete Time Entries Take Action: Apply on Out-Time to incomplete time entries.

Waitlists for Classes with Openings

Category User Permission
Enables access to
Classes View Classes Take Action: Use the class links to open a Class record.
Edit Waitlist Take Action: Work with waitlists, including enrolling students.

Active Staff Certifications Due (30 Days) & Active Staff Certifications Overdue

Category User Permission
Enables access to
Staff Certifications tab and report Access Report: Staff Certifications.
Take Action: Edit certifications on the Staff Certifications tab in the Staff record.
List Staff Take Action: Use Staff > List Staff to locate and open a Staff record.

Classes Past End Date to Archive

Category User Permission
Enables access to
Classes View Classes Take Action: Open a Class record.
Archive (Terminate) Classes Take Action: Use Classes > Archive Classes or the Archive Class button in the Class record.

Items at or below Re-Order Alert Qty

Category User Permission
Enables access to
Store

View Store Reports Access Report: Re-Order Alert Quantity.
Add/Edit Items Take Action: Use a link in the Re-Order Alert Quantity report to open and edit an Item.

2 - 3 Absences in the last 14 days

Category User Permission
Enables access to
Reports Absence/Make-Up Report Access Report: Absences-Makeups.

4+ Absences in last 30 days

Category User Permission
Enables access to
Reports Absence/Make-Up Report Access Report: Absences-Makeups.

Scheduled Trials (Enroll Type=Trial)

Category User Permission
Enables access to
Reports Enroll History Access Report: Enroll History.

Scheduled Emails

Category User Permission
Enables access to
Reports Emails - Scheduled Access Report: Scheduled Emails.

Substitutes next 30 days

Category User Permission
Enables access to
Classes Manage Substitutes Access Report: Substitutes.


See Permissions for Jackrabbit Users for more information.
-->