Assign a role and give School access to a user

If you need to edit or define a user’s roles, you can add roles to one user at a time.

To add roles to a user:

  1. Log on to the District or Intermediate Organization view.
  2. Click the Admin tab.
  3. Click the Users side-tab.
  4. Select the checkbox next to the name of the user you want to assign roles to.
  5. On the Users side-tab, click Roles. Any roles currently assigned to the user appear.
  6. On the Options menu, click Add. The New User Role screen appears:

  1. Use the following table to assign a role and give or deny access to schools to a user:

  2. Field

    Description

    Name

    Click Search icon.and select the user role to assign to the user, and click OK.

    School visibility type

    To give or deny the user's access to specified schools:

    Do one of the following:

    • To exclude a specific school: Click the School visibility type drop-down, and select Exclude.
    • To include a specific school: Click the School visibility type drop-down, and select Include. If you include a school here, all other schools are excluded.

    Schools

    To add access to a school:

    1. Click Multi-Add.
    2. Select the desired school(s) from the School Pick List.
    3. Click OK.

    To delete access to a school:

    1. Select the checkbox for the school.
    2. Click Delete.
  1. Click Save.

Note: You can assign multiple roles to the same user; however, the user only has the privileges that are associated with the user role allowed based on the location/IP address defined in the user security role details or user details.