Permissions/access to the site itself, and various parts within the site are governed by the assigning of “Tags”. Since the General User Series Quick Start Guide 1.0 covered “Creating an Account” (all users start here), this guide assumes a roster of users is already present. SkyManager will set up one or more persons in your organization with full Administrator rights, but you will then be controlling each user’s permissions or access by assigining a Tag.
What is a Tag? A Tag is simply a label assigned to a user so SkyManager knows what permissions the user has. For example, a user with a “Student” tag most likely would not be given access to Administrative Financial reports. Note that Tags only govern access. Tags do not designate who a person is. For example, you may make a tag that says “Flight Instructor”, but SkyManager will not know that a user tagged with “Flight Instructor” is an Instructor. The tag only gives permissions that a “Flight Instructor” should have.
1. Creating Tags to control access/permissions:
From the logged-in Home Screen, you the Administrator will first click on “System Configuration” under the Administrative Tools on the right side of this screen:
You will then click on “Tags” on this next screen:
In this example the Tags of “Administrator”, “College Students”, “Flight Instructor” and “Pilot” are already created. Now lets create a tag for a Dispatcher. Click on the “Add Tag” link in the upper left hand corner:
Now we will create the tag. Use the below screen to name the tag, add a description, and then use the other fields. NOTE! You must select a Default Reservation Priority if the person with this tag will be allowed to schedule aircraft. If left on this tagged user will not be able to schedule themselves. When done, click “Save Tag” at the bottom.
Thresholds: If you want rostered members to be aware of their balances, you can choose here to set a low balance threshold, and also a low balance warning amount.
We now see that the Dispatcher Tag has been added to the list of available Tags.
Now that we have created the “Dispatcher” tag, lets create permissions for it before we assign users this Tag.
2. Editing Tags:
After creating a Tag, you must add permissions. To Edit a Tag’s permissions, go to the Home Screen, and again click on “Sytem Configuration on the right side of the screen, under Administrative Tools, then click on “Tags” just as in the above example. You will now be at your list of available tags, just at before. Lets now edit the newly created “Dispatcher” Tag. Start by clicking the Tag name:
Now the next screen will appear:
A menu appears on the left. The first item says “Edit Tag” this is to change the name, and description, that we entered to set up the Tag. Instead, click on “Edit Permissions”…
A very long list (not all shown here) is presented. As you can see, access to any part of the site is quite specific.
Above we have checked some permission to give the Dispatcher Tag. This included all Dispatch functions, but also a few maintenance functions as well. Scoll to the bottom of this page and click “Save Tag Permission
Click on “Save Tag Permissions” to save the permissions you have selected.
3. Editing Tag Priorities
Clicking back to the Dispatcher Tag that we have created, and granted permissions to, we now want to Edit the Priority rights of this Tag.
To edit the scheduling priority that this Tag has click on “Edit Priorities”
What we see now is a list of the type of Reservation Priorities that this Dispatcher Tag may have. Your organization can name and list here your own Priority levels (covered elsewhere): Check whatever boxes you want for the Dispatcher to have control of. Typically, a Dispatcher Tag will have all Priorities:
elect the Priorities you wish the Tag to have with the check boxes, then click “Save Tag Priorites”. Types of priorities can be added or deleted. Please let us know if you need to change your list of priority types
4. Editing Time Slots
To edit time slots for this Tag, click on “Edit Time Slots”
The following screen will appear where you can add multiple time slots to this Tag if you choose.
The Time Slot function controls what times that particular tagged user can schedule. For example, your Head Dispatcher should most likely have control of the schedule at any hour, but a certain type of student, or public rental, canbe locked down to only certain hours of the schedule. For example, you can create time slots for a student on Monday, Wednesday, and Friday from 8-10 am each of these day, while a Public Rental user may be limited to daylight hours on Saturday and Sunday only. What time slots you assign, if any, is completely up to you.
5. Assigning Tags to Members:
Now that your tags are created, you must assign them to members. To do this you will go to the Administrative Tools section, and click on “Bulk Operations”. See Guide 2.0 Assigning Tags.
Questions and Notes on Tagging:
Who should be Tagged?
SkyManager recommends that each user be assigned at least one type of Tag. This is essential to control access to various parts of the site. Also, it is a best practice to control access via Tagging instead of individually assigning rights, though this can be done.
How many Tags can we make?
You can make as many Tags as you need to run your organization.
What names do I use for Tags?
SkyManager recommends that your organization think carefully before creating tags. Many specific situations may apply and be different for each type of organization, for example a University Part 141 school versus a private flying club. Some general common tags may include:
Administrator, Dispatcher, Maintenance, Director, Student Pilot, and Club Pilot.
However, more customized tags can be created for various groups or individuals. For example:
Student 2013-17, FAA-FSDO, Business Office, and others.
Each of these tags denotes something extra special, and can easily keep like groups separated, or extremely limited in access. A person with “Business Office” Tag may only be able to access financial reports in SkyManager, while an FAA-FSDO Tagged user may only be able to audit Flight Log/Lesson data.
The bottom line is to create an plan first that meets your organization’s Tag needs before randomly creating tags.
Can a person have more than one tag?
Yes, a person can have multiple tags. For instance: “Student Fall 2013-17” and “Dispatcher”
What permissions should I grant?
This is entirely up to you, of course, but SkyManager feels that, in the interest of safety, all Tagged users should be able to report a Maintenance Discrepancy.