Assign Principal Access

Assign a Principal their Roles & Rights

Principals are given their access role in the System Management settings. Department technician and manager roles and rights are set inside the Helpdesk application settings.

• Go to System Management
• Click Manage Users
• Select a User
• Click on Roles tab
• Select Principal role
• Click Save

Principal Role in System Management

Default rights for Principal role

Assign a Principal/Manager to a School

If you are implementing a ticket workflow requiring principal/manager approval, you can select the school principal in System Management. 

• Go to System Management
• Click Manage Schools
• Select a School
• Choose from the drop-down menu for the Principal/Manager section
• Click Save

*Note: Only SCHOOLS can be setup to use principals as approvers for campus requests in a workflow in Helpdesk. Departments do not have the ability to associate a set Principal/Manager in a workflow for approving building/department requests. 

More information on the settings for Requiring Principal Approval can be found in this article. Requiring campus approval before submitting is a setting in the Security tab for Request Types.