Manage user Roles, Permissions and Schools

You can set which Edtech Insights features users can access and which schools’ data they can view.

EdTech Insights Roles

EdTech Insights has five user roles, each with specific permissions:

• EdTech Insights District Admin
• EdTech Insights IT Admin
• EdTech Insights Principal
• EdTech Insights School Admin
• EdTech Insights Teacher

To view detailed permissions for each role, go to Settings > Permissions and select the Permission Matrix link next to the Filters button.

Manage EdTech Insights users

Step 1: Manage user accounts

Use the User Access Management area within the Admin Panel to add, delete, or edit users, including their EdTech Insights Roles.

See how to manage Cloud Portal users, including EdTech Insights users: Manage Cloud Portal User Access.

Step 2: Add schools to users

Go to EdTech Insights > Settings > Permissions to see:

• User Name: The name of the user.
• Email: The email of the user.
• Role: The role of the user.
• Schools: The schools associated with the user.

You can sort the table using the column headers. Use the Search bar or the Filters button to control which data appears or find a specific user.

To add schools for a user to give them access to that school’s data:

1. Find the user.
2. Select the three dots on their row.
3. Select Set Permission.
4. Select the arrow to open the dropdown menu.
5. Select the checkboxes for the schools.
6. Select Save.