Jenzabar Campus Portal Features Help Hub

Assign Users to Campus Portal User Roles in Desktop

After Campus Portal user roles are created in the J1 Desktop Role Definition window and associated with accompanying roles in the Campus Portal, you can assign users to the appropriate roles in Desktop. Users must have an ID number in Desktop to be assigned to a role.

Tip

To search for an ID number, right-click in the ID # field and select Advanced Search.

  1. Open the Role Membership window in J1 Desktop.

  2. Right-click and select Add Row.

  3. Enter an ID number in the ID # field.

  4. Select the appropriate Role ID from the Role ID drop-down list.

  5. Repeat Steps 2 - 4 for as many users as needed.

  6. Save.

  1. Open the Role Membership window in J1 Desktop.

  2. Locate the user to be removed from the role.

    1. To search by user name:

      1. Enter an ID number in the ID column in the Selection Criteria area.

      2. Select the Campus Portal role from the Role ID drop-down list.

      3. Click the Search button.

    2. To search by Campus Portal role:

      1. Select the Campus Portal role from the Role ID drop-down list.

      2. Click the Search button to see all users associated with that role.

  3. Select the row with the user name and the role from which the user will be removed.

  4. Right-click and select Delete Row.

  5. Save.

  1. Open the Name Entity window in J1 Desktop.

  2. Right-click the ID # field and select Advanced Search to open the Name Search window.

  3. Type the name you're searching for in the Name Search window.

    Tip

    You can type parts of names. Any names that match your search are displayed with their ID numbers.

  4. To add a new name, click Add Name to open the Name Entity window.

  5. Enter the Last, First, and Middle names in the Name Entity window.

  6. Save the new record to generate an ID Number for that name.