Permissions for TMS Administrators

Note: All users upon initial login will not have permissions assigned. These users will by default will see a Published Product Catalog if one has been created. They will also be able to create and edit section content for which they have been granted access to via Section Permissions.

Permissions Overview

Manage Directories	Users can access the directory for the entity at which they were placed. If a user is assigned to the District in User Management, they will see any and all school directories that have been created. If a user is assigned to an individual school, they will only have access to a single school directory if one has been created. Users with Manage Directories permissions at the District or School level are able to add, delete, publish, and unpublish products from the directories they can view. This permission should only be granted for those who will be responsible for maintaining Directory information.
Manage Products	Users can view and edit the following product information: Product Name Product Logo Product Description Approval Status Approval Status Comments Assignment of Product Filters This permission should be granted to those who’ve been assigned to maintain Directory information specifically in maintaining and updating the product information above.
Manage Teams	Users can add, create, and view ALL teams across the entity at which they were placed in User Management. The District level user can create and manage all Teams for the entire district (Recommended). Teams are a grouping mechanism for disseminating product information to specific groups of users (i.e., Principal’s, Tech Coaches, Special Educators, Math Teachers, etc.).
Manage Users	Users can add, edit, and deactivate users for the entity at which they were given access to. The district level user has access to all schools and the district. If you're using an available Veracity SSO integration, user information should be maintained via your identity management provider which will be updated in the User Management module of the TMS each time a user logs in. Permissions MUST always be maintained and updated in the TMS User Management module.
Manage Sections	Users can add, edit, and delete sections for all products available to them in the Directory Users can create, edit, and delete content within sections Multiple users can have this permission and are freely available to work on sections with other users that have the permission Users can assign internal visibility of any given section to the following entities: District Individual or Groups of Schools Team(s) Individual users
Manage Filters	Users can add, edit, and delete filter groups and filters that can be assigned to products within the directory.
Manage Approval Statuses	Users can add, edit, and delete approval statuses that can be assigned to products within a directory.
Contract Management Admin	Users can add, edit, and change the status of contracts within the TMS. Users can create vendors to associate with a given contract. Users will be able to see a dashboard of reports generated in relation to contract data.
Contract Management Viewer	Users can access view only contracts that have been entered into the TMS by users with Contract Management Editor permissions. Users can access a list of vendors that have been created in the TMS by users with Contract Management Editor permissions. Users will be able to see a dashboard of reports generated in relation to contract data.
Manage Contract Purchase Types	Users can create, edit, and delete purchase types that can be assigned to product cost line items in contracts.
Manage Contract Departments	Users can create, edit, and delete departments that can be assigned to contracts and product costs in contracts.
Workflow Editor	Users can create, edit, delete, duplicate, publish and unpublish workflows.
Workflow Evaluator	Users 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. Users can see all workflow steps, evaluators, completed workflows, and workflows under review.
Manage Public Catalog	Users can 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 Contract Purchase Types	Users can create, edit, and delete contract purchase types. Contract purchase types will appear in a drop-down menu for selection when creating and editing a contract.
Manage Contract Departments	Users can create, edit, and delete contract departments. Contract departments will appear in a drop-down menu for selection when creating and editing a contract.
Manage Bulk Assign	Users can assign approval statuses and filters to products in bulk. Please note that a user must have can manage products and can manage filters to be able to access this module.
Manage User Groups	Users can create, edit, and delete manually-created user groups, to include: the group name the group description the group's permissions the group's membership of users (assigning and removing)
Manage User Group Mapping	Users can map and unmap user groups from the district's SSO platform to the TMS
Manage Budget Codes	Users can create, edit, and delete budget codes and their accompanying descriptions to be used in Contract Management

Assign Permissions to an Individual User

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

Edit Existing Permissions for an Individual User

Locate and hover over the User Management icon on the left navigation bar
Select the User Management icon
A list of organization entities will now be displayed
Select the organization entity in which the user is located
Locate the user
Select the Edit pencil
Unassign or reassign the desired permission(s) by clicking on the filled or unfilled box next to each permission
Select Save

Assigning and Editing Permissions for a User Group

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

Permissions for TMS Administrators

The TMS provides a set of permissions to determine what information users can view and edit within the system. Permissions are accessed and maintained in the User Management module. They can be adjusted and updated at any time.

Permissions Overview

Assign Permissions to an Individual User

Edit Existing Permissions for an Individual User

Assigning and Editing Permissions for a User Group