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Liaison International

Creating Work Groups

Overview

Work Groups allow you to manage permissions for a group of users instead of separately managing permissions for each individual user. Using WebAdMIT’s Work Groups feature, you can decide:

  1. What actions a user can perform. These functions are granted via permission sets. Each Permission Set determines the options that appear in the user’s Menu Bar, as well as the admissions data they can update.
  2. What applicant data a user can view. You can decide which sections of an application users can view. The data available for viewing is controlled by panels and subpanels that you enable or disable for users, as needed.
  3. What reports a user can run. When creating a report, you select the Work Group(s) that can access the report. Since reports incorporate multiple applicant data points, the Report Manager does not take into consideration the panels and subpanels that are enabled or disabled for each Work Group. This means that when a Work Group is granted access to a report, all report data becomes viewable for all users in that Work Group, even if some of that data resides in panels and subpanels that are disabled for viewing. Users in Work Groups that are not granted access to a report will not be able to view the report. Note that the ability to grant access to Reports via Work Groups is available to all CASs operating in the 2018-19 cycle or later.

As you create Work Groups, you add users to them. You can create as many Work Groups as necessary (each with their own unique permission sets), move users among groups as desired, and change the permissions or viewing ability for all users in any given Work Group. Note that an individual can only belong to one Work Group at a time per CAS and cycle. So, for example, if Bob is both a screener and an interviewer and those roles have different permission sets, you can:

  • Move Bob from the Screener Work Group to the Interviewer Work Group (and vice versa) as needed, or
  • Create a hybrid Screener-Interviewer Work Group with a specific set of permissions for people who perform both of those tasks.

Note that a WebAdMIT Administrators Work Group is available by default and provides users with full administrative access.

Click here to access a Work Group Guide that provides example Work Group templates, such as IT staff or reviewers.

Creating Work Groups

  1. Using the Menu Bar, open the Management panel, then click Work Groups.
  2. Click New Work Group.
  3. Enter a name for the Work Group and select the group’s Permission Sets.

    Permission sets may include:
    • API Access: Allows users to query WebAdMIT using the API.
    • Access to CAS Configuration Portal: Allows users to gain entry into the CAS Configuration Portal to set up programs.
    • Add Notes: Allows users to enter notes on the Applicant Details page. Users without this permission can read, but not create notes.
    • Change Local Statuses: Allows users to change the Local Status of an applicant's designation, either individually on the Applicant Details page, or in batches via list or search actions.
    • Configure Software: Allows users to access all management functions.
    • Email Applicants: Allows users to email applicants.
    • Manage Assignments and Interviews: Allows users to assign and delete Assignments and Interviews on applicant pages. Users with this permission can also edit submitted Assignment and Interview results.
    • Manage Direct Applicants: Where applicable, this allows users to manually add applicants into WebAdMIT. Note that this feature is only available for select application services.
    • Manage Lists, Reports, and Exports: Allows users to create lists, reports, and exports and define their visibility.
    • Manage Uploaded Documents: Allows users to upload and delete documents on an applicant's record for an organization.
    • Manage Users and Work Groups: Allows users to create and administer other users and Work Groups.
    • Modify Applicants' Custom Fields, Local GPAs, Prerequisites, and Requirements: Allows users to update an applicant's Custom Fields and Requirements, either from the Applicant Details page or in batches. This permission set also allows users to update courses included in an applicant's Prerequisite or Local GPA via the Electronic Transcript.
    • Redirect a Single Applicant: Allows users to move an applicant from one program to another. Note that this feature is only available for select application services. 
    • Request Background Check: Where applicable, this allows users to submit a request for a background check for an applicant. Note that this feature is only available for select application services.
    • View All Applicants: Allows users to view information for all applicants. Users without this permission can only view their assigned applicants.
    • View Background Check: Where applicable, this allows users to view an applicant’s background check information. Note that this feature is only available for select application services.
    • View Other User's Assignment/Interview Results: Allows users to view any applicant’s Assignments and Interviews, both on the Applicant Details page and on the Search Assignments and Search Interviews screens. Users without this permission can only view their assigned Assignments and Interviews.
  4. Select the panels and subpanels that the group can view on the Applicant Details page. The selected panels and sub-panels appear under Panels and Sub-Panels Enabled for Viewing. Note that this function controls the data users can view throughout WebAdMIT; if a user is restricted from viewing a panel of data, then they cannot view that data in the following functions:
    • Applicant Details
    • List Manager
    • Export Manager
    • Applicant Header
    • Scoring
    • Email Templates
    • Full Application PDF
      • Note: Work Groups that are not granted access to the Documents panel will not be able to download from the PDF Manager any of the documents that are displayed on this panel. Similarly, if a user does not have access to the Evaluations panel, they will not be able to download from the PDF Manager any of the Evaluation PDFs.
  5. Click Submit. Note that permissions sets and panels will need to be used together. For example, if you add the Add Notes permission set to the Work Group, you’ll also need to add the Notes panel.

Adding Users to Work Groups

  1. Using the Menu Bar, open the Management panel, then click Admissions Users.
  2. Click the pencil icon for the applicable user. Note that you can only add existing users to Work Groups. To create a new user, see the Creating Users topic.
  3. Select the appropriate organization and cycle using the Modify Assignments for Organization drop-down.
  4. Select the applicable Work Group and click Submit.

Editing or Deactivating Work Groups

  1. Using the Menu Bar, open the Management panel, then click Work Groups.
  2. Click the pencil icon to edit a Work Group, or the remove icon to deactivate a Work Group.

Changes made to Work Groups take effect immediately.

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