Permissions for TMS Administrators

Permissions Overview

Permissions can be assigned in three locations in the Veracity TMS: User Management, User Groups, and Directory Editors tab.

There are two different sets of permissions within the TMS: system-level permissions and directory-level permissions.

• System-level permissions give users permissions that apply within the entirety of the TMS. Must have "Manage Users" permission to assign these permissions to others.
• Directory-level permissions give users permissions to edit and manage products and their associated data within a specific TMS directory. Must have "Directory Admin" permission to assign these permissions to others.

System-Level Permissions

These permissions can be assigned to an individual user or to a User Group.

• Manage Users

  • Add, edit, and deactivate manually-created users

  • Deactivate SSO-synced users

  • Manager individual-level permissions

• Contract Management Admin
  • Add, edit, or delete a contract in the TMS
  • Add, edit, and change the status of contracts within the TMS
  • Create vendors to associate with a given contract
  • See a dashboard and reports based on contract data
• Contract Management Viewer
  • View contracts entered in the TMS
  • View the list of vendors entered in the TMS
  • See a dashboard and reports based on contract data

• Workflow Editor
  • Create, edit, delete, duplicate, publish and unpublish workflows
• Workflow Evaluator
  • Can be assigned to a workflow to complete evaluation actions, approve or deny a workflow step they are assigned to, or approve or deny an entire request
  • Can see all workflow steps, evaluators, completed workflows, and workflows under review
• Manage Filters
  • Add, edit, or delete filter groups and filters that can be assigned to products
• Manage Public Catalog
  • Assign products and sections to be public
  • Users may generate a link that can be emailed or posted online for students or parents to view all products and sections marked public.
• Manage Approval Statuses
  • Add, edit, and delete approval statuses that can be assigned to products
• Manager Contract Purchase Types
  • Create, edit, and delete purchase types that can be assigned to product cost line items in contracts
• Manage Contract Departments
  • Create, edit, and delete departments that can be assigned to contracts and product costs in contracts
• Manage User Groups
  • Create, edit, and delete manually-created user groups
  • Assign user-group level permissions to manually created and SSO-mapped user groups
• Manage User Group Mapping
  • Map and unmap user groups from the district's SSO platform to the TMS
• Manage Budget Codes
  • Create, edit, and delete budget codes and their accompanying descriptions to be used in Contract Management
• Directory Admin
  • Create, edit, and delete custom directories and their accompanying catalogs
  • Add, edit, and delete directory editors and their permissions
  • Assumes permissions to manage products and resources in all directories in the district

Assigning or Adjusting a System-Level Permission for an Individual User

1. Locate and hover over the User Management icon on the left navigation bar
2. Select the User Management icon
3. A list of organization entities will now be displayed
4. Select the organization entity in which the user is located
5. Locate the user 
6. Select the Edit pencil
7. Assign the desired permission by clicking the box
8. Select Save

Assigning or Adjusting a System-Level Permission for a User Group

Please click here to learn more about how you can assign, edit, and remove system-level permissions in bulk for a User Group in the TMS.

Directory-Level Permissions

Each individual directory in the TMS must be assigned Editors, and each editor's permission set must be established.

To assign directory-level permissions to a user, you must visit the directory and click the Editors tab.

Adding an Editor to a Directory

1. Click the blue + Add Editor button

2. Search for the staff member
3. Click the staff member's row
4. Select the desired permissions for this editor
5. Click Save

Adjusting or Removing an Editor's Permissions

To adjust an existing editor's permissions, click the pencil icon at the right of the row. To delete an editor from a directory, click the trash can icon at the right of the row.

Overview of Directory-Level Permissions

Directory-level permissions include:

• Manage Products:
  • Create, edit, and delete products in the directory
  • Manage and assign filters, including through bulk assignment
  • Manage and assign approval statuses, including through bulk assignment
  • Publish and unpublish products

• Manage Resources:
  • Create, edit, and remove resources from a product
  • Adjust resource visibility
  • Access the Resources tab in the Directory
  • Permanently delete a resource
  • Multi-product assign a resource
  • Duplicate a resource