Set up organizational roles and hierarchy templates
Organizational roles provides administrators with the ability to define roles within the organization and the hierarchical structure of the organization which can be leveraged when implementing Dynamic Report Viewers in Blue.
Setting up organizational roles is the first step to automate Report Viewing. If report automation is not the institution's priority, this topic can be ignored.
Before defining organizational roles, compile a list of organizational levels and related leadership roles. Prepare a full organizational structure by listing all possible hierarchical levels (such as Department, School, Faculty, Program, etc.) along with all possible roles that might require report access (e.g. Course Coordinators, Department Administrators, Deans, Chairs, Provost, and so on).
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