---
title: Roles & permissions
category: getting-started
order: 3
lastUpdated: 2026-06-07
featureAvailability: GA
roles: [admin, district-admin]
navigationPath: Administration → Users
---

## 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

1. **Administration → Users**.
2. Click the user, choose **Change role**.
3. 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.

## Related

- [Administrator Quick Start](/help/getting-started/administrator-quick-start)
- [Audit logging](/help/procurement/audit-logging)