Limiting Behavior Code Types to Specific Roles

Learn how to determine which roles can use which behavior codes.

Please note: This article is intended for users with System Admin privileges and permissions. 

When creating a Behavior Code, you may want to limit access to certain role types. For example, if you want only Front Office Staff to access tardy codes, you can configure this in Role Settings. 

1. Navigate to Config > Roles. Determine if you want to edit permissions for current Roles or if you need to create a new Role. 
2. If creating a new role, select the blue + Role button in the upper right corner. 
3. Enter information in the Role Details box. You can select which behavior code types are accessible to this role. In this example, we are creating a Front Office Staff role with access to tardy behaviors only. After completing Role Details, determine what privileges this role should have below. Click Save. 

4. If editing existing roles, select the blue pencil icon in the relevant row. 

5. Select the Behavior Codes Types dropdown to select or deselect certain behavior codes. Click Save.