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Mapping Roles
All SIS Integrations
To map Roles, complete the following steps:
- Select Settings > Roles.
- Select Edit Role using the pencil icon.
- From the Integration Options section, use the dropdown to select your matched role/group that is pulled from your SIS. Please note, you can select multiple roles/groups to be mapped over into one Visitu role.
- Once all chosen roles have been matched with your mapped roles/groups from your SIS, go to Settings > Integrations and press ‘Sync Now‘ on top right to update roles in Visitu.
- After syncing, please review under ‘User Count‘ under Settings > Roles. If you see inconsistencies, please reach out to our team at [email protected].
Mapping Attendance Reasons
Only For Blackbaud, PowerSchool & ProgressBook Schools
To map attendance reasons from your SIS, complete the following steps:
- Create Tardy Reason (Settings > Attendance > Tardy Reasons > New > Name > Submit).
- Edit newly created Tardy Reason (Pencil Icon).
- Select Integration Type and choose (Pulled SIS Attendance Reason).
- Submit.
- For buildings that have multiple school levels (e.g. Elementary & Middle or Lower & Upper etc), the Limit To Roles customization allows you to create the same Attendance Reason Name while mapping to different SIS reasons. When this is used, only those specified reasons will populate for that configured role.
