User Role

User Type

User Role Can Be Assigned By

Permissions

Partner Accounts

Basic Accounts

Educator

·  Teachers

·  Instructional Support Staff

Only Available in Partner Districts

·  Site Admin

·  District Admin

Access to student-level data for assigned caseload:

·  Reset student passwords

·  Assign Tasks, Goals, and Journals

·  Manage Reports

Note: This user role is only functional when Caseloads is turned ON for the school. For more information, see “How do I give other educators access to select students?”

User Role only available in Partner Districts.

Counselor─
Caseload Only

Counselors

Only Available in Partner Districts

·  Site Admin

·  District Admin

Access to student-level data for assigned caseload:

·  Reset student passwords

·  Assign Tasks, Goals, and Journals

·  Manage Reports

Note: This user role is only functional when Caseloads is turned ON for the school. For more information, see “How do I give other educators access to select students?”

User Role only available in Partner Districts.

Counselor

Counselors

·  Site Admin

·  District Admin

Student Account management for all students at school site:

·  Reset student passwords

·  Assign Tasks, Goals, and Journals

·  Manage Reports

Student Account management for all students at school site:

·  Reset student passwords

·  Assign Tasks, Goals, and Journals

·  Manage Reports

Multi-Site Counselor

Counselors at multiple sites within the same district

·  Site Admin

·  District Admin

Student Account management for all students at multiple school sites:

·  Reset student passwords

·  Assign Tasks, Goals, and Journals

·  Manage Reports

Student Account management for all students at multiple school sites:

·  Reset student passwords

·  Assign Tasks, Goals, and Journals

·  Manage Reports

Site Admin

·  Lead Counselors

·  Assistant Principals

·  Principals

·  Site Admin

·  District Admin

Student Account management for all students at school site:

·  Reset student passwords

·  Assign Tasks, Goals, and Journals

·  Manage Reports

Educator Account management for all educators at school site:

·  Create single and multiple Educator Account(s)

·  Edit and delete Educator Accounts

·  Reset educator passwords

·  Assign student caseloads to Educator, Counselor-Caseload Only, and Site Admin user roles

Student Account management for all students at school site:

·  Reset student passwords

·  Assign Tasks, Goals, and Journals

·  Manage Reports

Educator Account management for all educators at school site:

·  Create single and multiple Educator Account(s)

·  Edit and delete Educator Accounts

·  Reset educator passwords

District Admin

·  District Leadership

·  District Leadership Team (specific to partnership with CCGI)

CCGI Staff Only

All Partner Site Admin user role permissions for multiple school sites

All Basic Site Admin user role permissions for multiple school sites