Permission access levels overview
Users will have specific levels of access in Kuali CM based on the role(s) they are assigned. Users may be assigned to more than one role in the system depending on University of Waterloo needs, and in those cases, if permissions are different, the permissions granted will be the higher level of access.
Roles include Proposer, Approver, Agenda Builder, and View Only. The permissions granted to each of these roles is detailed in the table below.
| Permissions Functionality |
Proposer |
Approver | Agenda Builder | View Access (Option 1) | View Access (Option 2) |
|---|---|---|---|---|---|
| Create items | ✓ | ||||
| View items | ✓ | ✓ | ✓ | ✓ | ✓ |
| Edit own proposals (draft stage only) | ✓ | ||||
| Delete own proposals (drafts stage only) | ✓ | ||||
| Create and edit agendas | ✓ | ||||
| View agendas | ✓ | ✓ | ✓ | ✓ |
Notes:
- Only individuals who have proposer-level access can make edits if granted editing permission during the workflow.
- Most approvers will have access to edit at their workflow step and therefore must also be trained as proposers.
- The difference between View Access option 1 and option 2 is the ability to also view agendas. Option 1 only provides access to view the databases. Option 2 is the default for governance committee members.
Examples of roles in use:
- Department of Biology employee: Proposer access (to submit proposals).
- Environment UG Office employee: Proposer (to create and edit proposals) + Approver (to review submitted proposals at various workflow steps) + Agenda Builder (to create agenda for committee meetings).
- Committee secretary: Agenda Builder (to create agenda for committee meetings).
- Committee member: View access (to view committee agendas and proposals).
Requesting access
Requests for access may only be submitted to the Office of the Registrar or Graduate Studies and Postdoctoral Affairs by designated faculty/affiliated institution representatives. See Contacts for list of representatives or, if applicable, reach out to the applicable governance committee's secretary.
Bulk requests
When a request for the same type of access is required for more than five (5) individuals, we recommend completing the access roles spreadsheet template (XLSX) and uploading it to the access request form as a bulk upload.