⚠️ Important: Managing IDs is a feature that should be enabled for advanced users only and does not need to be enabled for all users.
Manage MIS IDs permissions
The ability to view and edit IDs is optional, and it is not required for the integration to work normally. The ability to manage these sits under a permission; to assign this permission to a user, follow the below process:
Go to Setup and click Roles & Permissions.
Click the role you need to give the ability to manage MIS IDs to.
Click Edit Role Permissions.
Click Filters, then Options.
Select Advanced, then click Filter.
Search for Manage MIS IDs and enable each option as needed.
Eye icon: The user role will be able to see Staff and Person IDs
Bin icon: The user role can click on an entry and then delete it
Plus icon: The user role will be able to add an MIS ID record
Edit icon: The user role will be able to edit an MIS ID record
Staff and Person MIS IDs
Search for an employee and go to their profile.
Click Person, then MIS Integration.
Click Add MIS Record to link an MIS record to this employee.
Select the school from the MIS - School dropdown.
Select an option from the Record Type dropdown.
Enter the ID in the ID field and click Save.
Contract MIS IDs
You can also add an MIS Business Role record to a specific employment by following the steps below:
Search for an employee and go to their profile.
Click Employment, then Teacher.
Click MIS Records.
Click Add MIS Business Role Record.
Select the school from the MIS - School dropdown.
Enter the ID in the ID field and click Save.