MSCHE User’s Guide for the Institutional Profile 9
Middle States Commission on Higher Education
3624 Market Street, Philadelphia, PA 19104. Tel: 267-284-5000. www.msche.org
User’s Guide
For the On-line Institutional Profile
This document provides instructions for configuring the security of the Institutional Profile application.
Important Note: Javascript and Cookies must be enabled in your Internet browser before you can log into the Institutional Profile application.
MSCHE User’s Guide for the Institutional Profile 9
Contents
Page
Introduction 2
1. Institution Login Page 2
2. Update Login Page 3
3. Home Page 4
4. Users and Permissions 5
5. Add-User Page 6
6. Updating User Permissions 7
MSCHE User’s Guide for the Institutional Profile 9
Introduction
There are four steps involved in configuring the security, as follows:
A. Logging in to the Institutional Profile application as the Key User.
B. Adding new users for your institution.
C. Setting the user’s permissions for the different sections of the Institutional Profile application.
D. Modifying a user’s permissions for the different sections of the Institutional Profile application.
To access the Institutional Profile application, enter the following Internet address into the Address field of your Internet browser: http:// www.msche.org/ip/. The Institutional Profile Login page will be displayed as follows.
1 Institution Login Page
Institution Login page
The Institution Login page consists of three fields: Institution Code, Username and Password. The description of the fields are as follows:
o Institution Code: The four-character code, assigned by MSCHE, that corresponds to your institution.
o Username: The name of user who was given access to the Institutional Profile data.
o Password: The password assigned to the user. The password must be at least seven characters in length and is case sensitive.
The system is initially configured with one user per institution being given access to the Institutional Profile data. This initial user is the Key User. The Key User has the responsibility to add new users and configure security permissions for these new users. The information for the Key User to login to the Institutional Profile application was mailed to your institution. Enter the information into the three fields and click on the Login button to login to the Institution Profile application. The Update Login page will be displayed after the Key User logs on for the first time.
2 Update Login Page
Update Login Page
The Key User must change his/her password and can update all other fields except the Username. This page will only be displayed after a user’s initial login. The Institutional Profile Screening Questions page will be displayed thereafter.
3 Screening Questions
Screening Questions Page
The Key User must update important data fields prior to starting the data entry process. This page will only be displayed after a user’s initial login. The Institutional Profile Home page will be displayed thereafter.
4 Home Page
Home Page
The Home page will display the most recent announcements from the Commission and the status of your Institutional Profile data. The main menu is displayed on the left hand side of the page. The menu option Users & Permissions will only be displayed when the Key User has logged into the application. Click on the Users & Permissions menu option to display the Users & Permissions page. The page will be displayed as follows.
5 Users and Permissions
Users Permissions Page
The Users & Permissions page displays the current list of users and their security permissions. Initially, the only user that will be displayed is the Key User. The Key User has permissions to add, edit and delete new users and to enter data into each of the sections of the Institutional Profile application.
To add a new user click on the Add User link that is at the top of the page. The Add New Users & Permissions Page will be displayed as follows.
6 Add-User Page
Add-User Page
The Add Users & Permissions page consists of three sections:
o Name – Contains the fields that are required to identify the user once the user has logged into the application.
o Login – Contains the fields that are required to login to the application. The Status of a user can be set to Active or Disabled in this section. The default is Active.
o Permissions – Contains the access permissions for each section of the Institutional Profile. There are three permissions that can be assigned to a user:
§ No Access – The user will not see a menu option for that section on the Institutional Profile main menu.
§ Read Only – The user can access that section of the Institutional Profile but can only view the data entered.
§ Read/Write – The user can access that section of the Institutional Profile and change the data for any field in that section.
To add a new user you must do the following:
1. Complete each field in the Name section. The e-mail address is required in case the user forgets his/her password.
2. Complete each field in the Login section. The User name must be 5 characters in length. The Password must be seven characters in length and is case sensitive.
3. Assign permissions for each section of the Institutional Profile in the Permissions section. Click on the radio button option for each section to assign the permission.
4. Click on the Add button to save the user information, or click on the Cancel button
to cancel the Add. The Users & Permissions page will be displayed with the new user added to the list.
7 Updating Users Permissions
Users Permissions Page
To update a user’s permissions click on the Update link below the Permissions information. The Update Users & Permissions page will be displayed as follows.
Update Users Permissions Page
The rules for updating a user’s permissions are the same as adding a new user. From this page the Key User can do the following:
o Change the information in the Name and Login sections.
o Set a user’s status to “disabled” so that the user cannot login to the Institutional Profile application.
o Change a user’s permissions for each section of the Institutional Profile application. The definition of the permissions are as follows:
§ No Access – The user will not see a menu option for that section on the Institutional Profile main menu.
§ Read Only – The user can access that section of the Institutional Profile but can only view the data entered.
§ Read/Write – The user can access that section of the Institutional Profile and change the data for any field in that section.
The Key User must click on the Update button to save the changes made to a user’s login and permission information or click on the Cancel button to cancel the changes made.