Security Roles

Configuration > District > Security Roles

Security Roles are configured to allow selected actions and reports to users with the

assigned security role. By default, Administrators have access to all security roles. This status is Protected.

Security Roles Screen

1. Name - search by security role name

2. Include Inactive - check to include inactivated security roles in the search

3. Reset - click to reset the search parameters

4. Add New Security Role - click to be redirected to the individual security role screen

5. Name - click to sort by name

6. Active - click to sort by active status

7. Pencil - click to be redirected to the individual security role screen

8. < > - click to scroll through pages

Individual Security Role Screen

1. Name - enter a security role name

2. Titan Academy Role - select a TITAN Academy role (None, Admin, Cashier, Manager, Menu Planner, or FDP Only) to control TITAN Academy content access

3. Sort Order - change sort order if needed
   Active (not pictured) - toggle active status
   Sync to Member Districts (not pictured, enterprise only) - check to make security role available for member districts upon syncing (Note: The default Administrator security role is not available for member district syncing.)

4. Actions - check to select ALL Action rights

5. Search - search by action category or name to narrow down list of actions

6. Checkbox - select a single action

7. Reports - check to select ALL Reports rights

8. Search - search by report category or name to narrow down list of reports

9. Checkbox - select a single report

10. Close - click to return to the previous screen without saving changes

11. Save - click to save changes

Security Role Functions

• Accounting Pay Sales Tax

• Accounting Update Labor Hours

• Accounting View and Create Attendance

• Accounting View, Update, and Create Attendance

• Accounting View, Update, and Create Accounting Periods

• Accounting View, Update, and Create Bank Documents

• Accounting View, Update, and Create Customer Documents

• Accounting View, Update, and Create Customer Payments

• Accounting View, Update, and Create Customers

• Accounting View, Update, and Create Ledger Entries

• Accounting View, Update, and Create Sales Orders

• Accounting View, Update, and Create Vendor Documents

• Configuration Accounting Chart of Accounts

• Configuration Accounting Discount Items

• Configuration Accounting Fiscal Years

• Configuration Accounting Payment Items

• Configuration Accounting Payment Terms

• Configuration Add Meal Application Attachment

• Configuration Buildings Building Address Types

• Configuration Buildings Building Attachment Tags

• Configuration Buildings Building Groups

• Configuration Buildings Building Phone Number Types

• Configuration Buildings Building Search

• Configuration Buildings Pickup Locations

• Configuration Customers Customer Attachment Tags

• Configuration Customers Customer Note Tags

• Configuration Customers Customer Tags

• Configuration Demographics Allergies

• Configuration Demographics Dietary Restrictions

• Configuration Demographics Ethnicities

• Configuration Demographics Languages

• Configuration Demographics Races

• Configuration Demographics Relationships

• Configuration Demographics Religious Restrictions

• Configuration Demographics Translations

• Configuration District API Keys

• Configuration District Atlas

• Configuration District District Attachment Tags

• Configuration District District Groups

• Configuration District District Management

• Configuration District FTP Users

• Configuration District Security Roles

• Configuration District Task Notification Roles

• Configuration Edit District Attachments Tab

• Configuration Edit District Contacts Tab

• Configuration Edit District Default Tab

• Configuration Edit District Financial Tab

• Configuration Edit District General Tab

• Configuration Edit District Inventory Tab

• Configuration Edit District Invoicing Tab

• Configuration Edit District LINQ Connect Tab

• Configuration Edit District Meal Applications Tab

• Configuration Edit District Menu Planning Tab

• Configuration Edit District Point of Service Tab

• Configuration Edit District PreOrder Tab

• Configuration Edit District Purchasing Tab

• Configuration Eligibility Income Guidelines

• Configuration Eligibility Statuses

• Configuration HACCP Control Measures

• Configuration Inventory Inventory Adjustment Reasons

• Configuration Inventory

  Inventory Routes

• Configuration Inventory Physical Count Types

• Configuration Inventory Storage Locations

• Configuration Items Bid Specifications

• Configuration Items Item Attachment Tags

• Configuration Items Item Attributes

• Configuration Items Item Categories

• Configuration Items Item Tags

• Configuration Items Manufacturers

• Configuration Items

  Pricing Groups

• Configuration Meal Applications Community Eligible Groups

• Configuration Meal Applications Eligibility Benefit Types

• Configuration Meal Applications Eligibility Determination Reasons

• Configuration Meals Applications Meal Application Attachment Tags

• Configuration Meal Applications Meal Application Note Tags

• Configuration Meal Applications Meal Application Questions

• Configuration Meal Applications Online Meal Application Statuses

• Configuration Meal Applications Reimbursement Fund Sources

• Configuration Meal Applications Reimbursement Programs

• Configuration Meal Applications Reimbursement Rates

• Configuration Member Districts Management

• Configuration Menu Planning Meals

• Configuration Menu Planning Nutrient Standards Search

• Configuration Menu Planning

  Production Lines

• Configuration Menu Planning

  Recipe Categories

• Configuration Point of Service Administrative Sale Layout

• Configuration Point of Service Inventory Control Sheet Template

• Configuration Point of Service Meal Combining

• Configuration Point of Service Meal Equivalents

• Configuration Point of Service Point of Service Devices

• Configuration Point of Service Point of Service Layout

• Configuration Point of Service Pages

• Configuration Point of Service Point of Service Price Override Reasons

• Configuration Point of Service Point of Service Serving Sessions

• Configuration Point of Service Point of Service Terminal Configuration

• Configuration Point of Service Point of Service Vending Configuration

• Configuration Point of Service Point of Service Void Reasons

• Configuration Point of Service Sales Tax

• Configuration ProfessionalStandards Courses

• Configuration Reports Report Categories

• Configuration Reports Report Header and Footers

• Configuration Reports Reports

• Configuration Schools Academic Calendar Day Types

• Configuration Schools Academic Calendar Types

• Configuration Schools Academic Calendars

• Configuration Schools Academic Years

• Configuration Schools Grade Levels

• Configuration Staff Staff Attachment Tags

• Configuration Staff Staff Tags

• Configuration Staff Staff Types

• Configuration Students Student Attachment Tags

• Configuration Students Student Tags

• Configuration Utilities Atlas Imports

• Configuration Utilities Data Entity Mappings

• Configuration Utilities Data Import Templates

• Configuration Utilities Financial System Integrations

• Configuration Utilities Student Information Integrations

• Configuration Vendors Vendor Attachment Tags

• Configuration Vendors Vendor Integrations

• Configuration Vendors Vendor Note Tags

• Configuration Vendors Vendor Tags

• Configuration View District Attachments Tab

• Configuration View District Contacts Tab

• Configuration View District Default Tab

• Configuration View District Financial Tab

• Configuration View District General Tab

• Configuration View District Inventory Tab

• Configuration View District Invoicing Tab

• Configuration View District LINQ Connect Tab

• Configuration View District Meal Applications Tab

• Configuration View District Menu Planning Tab

• Configuration View District Point of Service Tab

• Configuration View District PreOrder Tab

• Configuration View District Purchasing Tab

• Inventory Adjust Quantity on Item Receipts from Warehouse Transfer

• Inventory Approve Warehouse Transfers

• Inventory Create and Update Item Fulfillments

• Inventory Create and Update Item Fulfillments (Mobile)

• Inventory Create and Update Physical Counts

• Inventory Create and Update Warehouse Transfers

• Inventory Create and View Central Kitchen Production Records

• Inventory Create and View Shopping Lists

• Inventory Create Item Adjustments

• Inventory Create Item Receipts

• Inventory Make Shopping Lists Public

• Inventory Post Item Adjustments

• Inventory Post Item Fulfillments

• Inventory Post Item Receipts

• Inventory View Item Adjustments

• Inventory View Item Fulfillments

• Inventory View Item Receipts

• Inventory View Physical Counts

• Inventory View Warehouse Transfers

• Item Create and Update Attachments

• Item Create and Update Items

• Item Create and Update Notes

• Item Nutrition Facts Label

• Item Update Ingredients Tab

• Item Update Inventory Tab

• Item Update Invoice Tab

• Item Update Item Rights and Measures Tab

• Item Update Meal Components Tab

• Item Update Nutrients Tab

• Item Update Online Store Tab

• Item Update Purchasing Tab

• Item Update Recipe Tab

• Item Update Sales Tab

• Item Upload Item Nutrients

• Item View Attachments

• Item View Ingredients Tab

• Item View Inventory Tab

• Item View Invoice Tab

• Item View Item Rights and Measures Tab

• Item View Items

• Item View Meal Components Tab

• Item View Notes

• Item View Nutrient Analysis Tab

• Item View Nutrients Tab

• Item View On Hand Quantity Tab

• Item View Online Store Tab

• Item View Purchasing Tab

• Item View Recipe Tab

• Item View Sales Tab

• MenuPlanning Add Items to Production Records

• MenuPlanning Copy Production Records

• MenuPlanning Copy Production Records into Other Production Records

• MenuPlanning Create, Update Menu Plans

• MenuPlanning Create, Update Production Records

• MenuPlanning Delete Items from Production Records

• MenuPlanning Reset Production Records

• MenuPlanning Un-Post Production Records

• MenuPlanning View Menu Plans

• MenuPlanning View Production Records

• MenuPlanning View, Create and Update Production Templates

• PointOfService Access Settings on Point of Service

• PointOfService Add New Transaction in District Portal

• PointOfService Allow Creation of Inventory Sheets

• PointOfService Allow Deletion of Inventory Sheets

• PointOfService Allow Expected Cash Count Viewing at the Point of Service

• PointOfService Allow Point of Service Training Mode

• PointOfService Allow Posting Initial and Final Counts of Inventory Sheets

• PointOfService Change Transaction Day

• PointOfService Create Administrative Sale

• PointOfService Create And Update Cash Counts

• PointOfService Create Bulk Sales

• PointOfService Override Charge Limits

• PointOfService Point Of Service User

• PointOfService Recall Point of Service Transaction

• PointOfService View Transactions

• PointOfService Void Transactions

• ProfessionalStandards Create and Update

• ProfessionalStandards Create and Update Attachments

• ProfessionalStandards View

• ProfessionalStandards View Attachments

• Purchasing Adjust Item Receipt Prices

• Purchasing Adjust Order Prices

• Purchasing Approve Orders

• Purchasing Combine and Edit Bulk Orders

• Purchasing Create and Update Orders

• Purchasing Create Purchase Orders

• Purchasing View Orders

• Purchasing View Purchase Orders

• Reports Advanced Report Scheduler

• Reports Make Templates Public

• Reports View All Report Templates

• Staff Create and Update Attachments Tab

• Staff Create and Update Notes Tab

• Staff Create and Update Staff

• Staff Update Assignments Tab

• Staff Update Notifications Tab

• Staff Update Point of Service Tab

• Staff Update Professional Standards Tab

• Staff Update Transactions Tab

• Staff Update User Tab

• Staff View Assignments Tab

• Staff View Attachments Tab

• Staff View Notes Tab

• Staff View Notifications Tab

• Staff View Point of Service Tab

• Staff View Professional Standards Tab

• Staff View Staff

• Staff View Transactions Tab

• Staff View User Tab

• StateClaims Submit State Claims for Approval

• StateClaims View, Create and Submit State Claims for Validation

• Student Adjust Student Account

• Student Create and Update

• Student Create and Update Attachments

• Student Create and Update Enrollment

• Student Create and Update Household

• Student Create and Update Notes

• Student Create Application

• Student Create Balance Transfer Between Students

• Student Credit Student Account

• Student Delete Student(s) from Application(s)

• Student Process Duplication Application(s)

• Student Process Income Form

• Student Process Meal Application Verification

• Student Process Online Application

• Student Refund Student Account

• Student Refund Student Account by Check

• Student Refund Student Account by Credit Card

• Student Update Application

• Student View

• Student View Application

• Student View Attachments

• Student View Eligibility

• Student View Notes

• Student View Social Security Number

• Support Submit Support Request

• Support View All Support Requests

• System Execute Data Import

• System

  Person Bulk Update

• System Schedule Data Import

• System

  Transaction Bulk Update

• User User Jobs Advanced Search

• User User Message Advanced Search

• Utilities Reverse Direct Certification

• Utilities View

  Audit Log

• Utilities View Direct Certification

• Vendor Create and Update Attachments

• Vendor Create and Update Notes

• Vendor Create and Update Vendors

• Vendor Update Account Numbers Tab

• Vendor Update

  Contacts Tab

• Vendor Update Orders Tab

• Vendor View Account Numbers Tab

• Vendor View Attachments

• Vendor View Contacts Tab

• Vendor View Notes

• Vendor View Orders Tab

• Vendor View Vendors

Security Role Reports

• Accounting Accounts Payable Aging

• Accounting Accounts Payable Batch

• Accounting Accounts Receivable Aging

• Accounting Balance Sheet

• Accounting Bank Account Reconciliation

• Accounting Bank Account Register

• Accounting Check

• Accounting Check Ledger

• Accounting Customer Document Report

• Accounting Daily Deposit

• Accounting Deposit

• Accounting

  Financial Data

• Accounting

  General Ledger

• Accounting Ledger Entry

• Accounting Profit and Loss

• Accounting Sales Order

• Accounting

  Trial Balance

• Accounting Vendor Activity

• Eligibility Aeries Extract

• Eligibility Application

• Eligibility Application Data

• Eligibility CA CNIPS

• Eligibility CA CNIPS Seamless Summer

• Eligibility CEDARS Extract

• Eligibility Claim for Reimbursement

• Eligibility Colorado CDE

• Eligibility Direct Certification Extract

• Eligibility Edit Check

• Eligibility Eligibility Count

• Eligibility FANS Extract

• Eligibility FNS-874

• Eligibility GA DE0112 - Breakfast

• Eligibility GA DE0113 - Snacks

• Eligibility GA DE0118 - Lunches

• Eligibility GA SNDE106

• Eligibility GA SNDE107

• Eligibility Income Eligibility Guidelines

• Eligibility Income Form Data

• Eligibility Indiana SNP

• Eligibility KS NSLP Extract

• Eligibility Meal Application Extract

• Eligibility North Carolina Admin Review

• Eligibility North Carolina DPI

• Eligibility NY BEDS FRPL Extract

• Eligibility Oregon NSLP

• Eligibility RI SNP Extract

• Eligibility Second Review

• Eligibility SNP-SSO Site Claim 712

• Eligbility Title One Eligibility Data

• Eligibility TN-CNIPS Extract

• Eligibility TX-UNPS Extract

• Eligibility Verification Collection

• Eligibility Verification Collection Details

• Eligibility Verification Notification Letter

• Eligibility Verification Pool

• Eligibility Verification Tracking

• Eligibility Virginia Claims Extract

• Eligibility Winsnapl Extract

• Fee Management Assign and Un-Assign Fees to/from Students/Groups

• Fee Management Create and Update Categories

• Fee Management Create and Update Chart of Account Codes

• Fee Management Create and Update

  Fee Attributes

• Fee Management Create and Update Fee Groups

• Fee Management Create and Update Fees

• Fee Management Set

  fees to Active or Not Active

• Fee Management View Fee Management Reporting

• Inventory Inventory Data

• Inventory Inventory Variance

• Inventory On Hand Inventory

• Inventory

  Ordering Guide

• Inventory Physical Count Result

• Inventory Physical Count Worksheet

• Inventory Pick List

• Inventory

  Receiving Ticket

• Inventory Requisition Received

• Inventory Warehouse Transfer

• Item Item Data

• Letters Eligibility Letter

• Menu Planning Administrative Review Packet

• Menu Planning Central Kitchen Production Record

• Menu Planning Central Kitchen Production Worksheet

• Menu Planning GA Non-Reimbursable DE0120

• Menu Planning Item Nutrient

• Menu Planning Meal Pattern Analysis

• Menu Planning Menu Calendar

• Menu Planning Nutrient Analysis

• Menu Planning Nutrient Standards

• Menu Planning Person Allergen

• Menu Planning Production

• Menu Planning Production Record

• Menu Planning

  Production Record Status

• Menu Planning Production Record Usage

• Menu Planning Production Usage

• Menu Planning Production Worksheet

• Menu Planning Recipe Report

• Menu Planning Recipe Cost

• Menu Planning Recipe Nutrient

• Menu Planning Shopping List Data

• Person Account Activity

• Person ID Card

• Person Payment On Account

• Person

  Person Data

• Point of Service Average Daily Participation

• Point of Service Consolidated Sales

• Point of Service Inventory Control Sheet

• Point of Service Meals Per Labor Hour

• Point of Service NextGen Extract

• Point of Service Order Label

• Point of Service

  Prepaid Account Reconciliation

• Purchasing Order

• Purchasing Purchase Order

• Purchasing Purchasing Data

• Staff Professional Standards

• Transaction Building and Sales Reconciliation

• Transaction Sales Order Data

• Transaction

  Transaction Data

• Transaction

  Transaction Receipt

Default Security Roles

• Administrator (all rights)
  TITAN Academy Role: Admin

• Manager (as of 1/18/2023)
  TITAN Academy Role: Manager

  • Access Settings on Point of Service

  • Add New Transaction in District Portal

  • Allow Creation of Inventory Sheets

  • Allow Deletion of Inventory Sheets

  • Allow Expected Cash Count Viewing at the Point of Service

  • Allow Point of Service Training Mode

  • Allow Posting Initial and Final Counts of Inventory Sheets

  • Change Transaction Day

  • Create Administrative Sale

  • Create and Update Cash Counts

  • Point of Service User

  • Recall Point of Service Transaction

  • View Transactions

  • Void Transactions

  • View Assignments Tab

  • View Notifications Tab

  • View Point os Service Tab

  • View Staff

  • View Transactions Tab

  • View User Tab

  • Adjust Student Account

  • Create Balance Transfer Between Students

  • Refund Student Account

  • View

  • Edit Check

  • Eligibility Count

  • Person Allergen

  • Account Activity

  • ID Card

  • Payment on Account

  • Person Data

  • Average Daily Participation

  • Consolidated Sales

  • Inventory Control Sheet

  • Meals per Labor Hour

  • Building and Sales Reconciliation

  • Transaction Data

  • Transaction Receipt

• Cashier (as of 1/18/2023)
  TITAN Academy Role: Cashier

  • Access Settings on Point of Service

  • Allow Point of Service Training Mode

  • Change Transaction Day

  • Point of Service User

  • Recall Point of Service Transaction

  • View Transactions

  • Void Transactions