This article defines each use role in ConexED and is applicable to all users
Every user in ConexED is assigned a role. Roles determine which platform features users can access, and what data they can see.
ConexED Administrator Role - Level 1
ConexED administrators have access to all settings, reports, appointment management, meeting archives, chat histories, and data analytics across all departments, groups, and user accounts. Only ConexED administrators are authorized to modify a user's role, whether upgrading or downgrading it.
Access to ConexED Admin Panel
ConexED Administrators monitor department activity and configure institution settings via the admin panel. Administrators have the capability to access meeting recordings and chat history, manage departments, groups, reason codes, locations, and users, as well as monitor user activity across all departments. To access the Admin Panel, go to the top toolbar located in the upper right corner of the page and click on the gear icon. The settings tab within the Admin Panel serves as the central access point for configuring technical integrations, including login types.
Institutional Administrator Role - Level 2
Some Districts have the role of Institutional Administrators. This role has access to all settings, reports, appointment management, meeting archives, chat histories, and data and analytics for all departments, groups, and users within their institution. Only a ConexED or Institutional Administrator can upgrade or downgrade a users role.
Access to Admin Panel
Institutional Administrators have access to the Admin Panel to monitor department activity and access backend information. To access the Admin Panel, go to the top toolbar located in the upper right corner of the page and click on the gear icon. Administrators can view meeting recordings and chat history, add or delete departments, groups, and users, and review user activity across all departments within their institution.
Department Director Role - Level 3
Department Directors have access to their department settings, reports, appointment management, archives, chat histories, data, users, and analytics for each department and group they are assigned.
Schedule Exceptions
ConexED Administrators, Institutional Administrators, and Department Directors can create schedule exceptions to block users calendars for Holidays and semester breaks. These schedule exceptions will prevent appointments during office hours for an entire group, department, or institution. Department Directors can add a schedule exceptions for any groups or departments they manage.
Reports
ConexED Administrators, Institutional Admins, and Department Directors have access to reports via the Scheduling Control Center. Each report includes filters to limit the data scope by institution, department, group, staff member, dates, and other criteria, depending on the report. Reports can be viewed on the page, copied and pasted, printed, or downloaded as a CSV file. These reports provide the specific data administrators need for student service operations, staffing, sharing achievements, and documenting needs with stakeholders.
Group Manager Role - Level 4
A Group Manager has access to group configuration settings, reports, appointment management, archives, chat histories, users and data for each group where they are placed as Group Admin. Please note, being assigned the role of Group Manager does not give a user to access to all data and features within a group - it is the combination of the role assignment and the group placement that gives the user the specific access.
Group Configuration
Group configuration refers to the setup of a specific student service group by the Group Manager, Department Director, Institutional Admin, or ConexED Admin. Group configuration includes adding users, locations, login options, and reason codes, as well as creating custom forms, email templates, virtual lobby messages, and other settings specific to the group scheduler.
Master Scheduler
With the Master Scheduler, those with the ConexED Administrator, Institutional Administrator, Department Director, or Group Manager role can schedule or edit office hours for members of their respective groups.
Faculty/Staff Role - Level 5
The Faculty/Staff role is assigned to users who work with students in service areas, but do not need to have access to group configuration settings. These users have access to the group calendars they are assigned, their profile settings, appointment management features, and reports, archives meeting and chat history for their own meetings.
Moderator
Moderator is a term we use to represent the employee leading the meeting or event. The assigned role of the user does not impact their ability to host a meeting or event, the placement in the department or group is what determines the option to act as a meeting or event moderator. The Moderator is capable of adding notes and reason codes for each interaction, which are linked to the student's meeting history and group reporting. During meetings, the Moderator oversees the meeting space, including creating and monitoring breakout rooms, conducting polls and sharing results with attendees, and promoting attendees to other roles, such as Moderator or closed-caption editor.
Front Desk Agent Role - Level 6
The Front Desk Agents role provides limited views of system data and meeting history. This role, and assigning a user with higher roles as a front desk agent within a group, allow access to the group calendar, student lookup tools, and facilitate appointment scheduling on a student's behalf. They are authorized to manage appointment details, including canceling, extending, rescheduling, and checking in or out students.
Student Lookup Method
The Student Lookup Method enables users with the Front Desk Agent role or higher to access a student profile and detailed appointment information, provided such details are not restricted by other permission settings.
Student Worker Role - Level 7
The Student Worker role within ConexED is designed for those student workers who meet with students. For example, peer tutors and career peers are frequently assigned the student worker role. The role ensures strict adherence to data privacy and access limitations. As with the Front Desk Agent role, this role provides limited views of system data and meeting history. A user with this role can also be assigned to a group as a front desk agent facilitate appointment scheduling on a student's behalf. They are authorized to manage appointment details, including canceling, extending, rescheduling, and checking in or out students.
Student Role - Level 8
Users with the Student Role have access to the Student Support Directory, their profile and calendar settings, as well as the archives and chat histories of their own meetings. Please note: almost every user enters the system in the Student Role, this is to ensure new users cannot access data they should not have access to. Upon system login for the first time, a role upgrade request is made, either by using the request role upgrade, when available, or by contacting their campus supervisor.
Student Dashboard
The Student Dashboard is an integral component of ConexED, and provides students with a comprehensive overview of their academic journey. This dashboard helps students stay informed and focused on their goals by displaying key information such as notifications, announcements, course schedules, Assigned Tasks, Alerts and Case information, and updates on their Milestone progress and accomplishments.