Roles & permissions
Last updated 2026-06-07
Purpose
A clear matrix of what each role can see and do.
Role summary
| Role | Scope | Owns |
|---|---|---|
| District admin | All schools | District reports, FERPA exports, audit |
| Administrator | One school | Users, intake forms, attention rules |
| Facilitator | Assigned cases | Case notes, interventions, follow-ups |
| Teacher | Assigned students | Referrals, feedback, messaging |
Permission matrix
| Capability | Teacher | Facilitator | Admin | District admin |
|---|---|---|---|---|
| Submit a referral | ✓ | ✓ | ✓ | ✓ |
| View own students | ✓ | ✓ | ✓ | ✓ |
| View all students at school | ✓ | ✓ | ||
| View all students at district | ✓ | |||
| Create / edit cases | ✓ | ✓ | ✓ | |
| Reassign cases | ✓ | ✓ | ||
| Configure attention rules | ✓ | ✓ | ||
| Configure intake forms | ✓ | ✓ | ||
| Invite users | ✓ | ✓ | ||
| Run FERPA student record export | ✓ | ✓ | ||
| View audit log (school) | ✓ | ✓ | ||
| View audit log (district) | ✓ | |||
| Manage billing | ✓ | ✓ |
Changing a user's role
- Administration → Users.
- Click the user, choose Change role.
- Confirm. The change is audit-logged.
FAQ
Can a user hold multiple roles? Yes. A facilitator who also teaches a class can hold both roles simultaneously.
Can teachers see other teachers' students? No, unless they are explicitly assigned via co-teaching.