You configure institute access settings when you want to designate who can modify a roster list. iMIS offers several configuration options for enabling roster management including search options.
Only users that are added to the Company Administrator role may manage company rosters on your site. When a user with the Company Administrator role logs on to your site, they see a Manage Roster button wherever the roster appears, such as Personal or Address pages.
To configure settings for roster management
1. Log in as an administrator.
2. Go to System Setup > Set up customer web components > Roster Management Configuration.
3. Configure the following options:
□ Select Roster management enabled in iMIS Web Components.
□ To allow the Company Administrator to add new accounts to their company roster from your site, select New accounts can be created from roster management.
□ If you want to change from the default value of 15, you can modify the value in the Number of members to show at once field.
4. Go to System Setup > Set up customer web components > Personal information configuration.
□ In the Member Type Choices field, enter the codes for the member types that may be selected when creating new accounts or editing accounts within the Public view.
5. Determine which designated members may be Company Administrators who can manage the roster list.
6. Assign these users to the Company Administrator role by going to System Setup > Security Administration > Users and assigning the role.
Tips
The following information can be helpful when configuring these roster management settings.
■ After configuring these settings, the company administrator can click Manage Roster on their Personal and Address pages.
■ The Company Administrator must belong to the company whose roster they manage.
■ Get email notifications of roster changes by entering an address in the System Setup > Set up web components > Organization configuration Email address (SendToEmailOnAccountUpdate) field.