Who has access to the Portal, and how do I grant additional staff access?
Who has access?
All principals are automatically provisioned access to the Portal and can sign in using Single Sign On (SSO). Once logged in, principals can grant Portal access to additional staff members through the User Management page.
To access User Management, select your icon in the top right corner.
If you are not a principal and need Portal access or a change to your access level, please contact your principal. If you need additional assistance, email [email protected] or use the ? icon in the bottom right corner of the Portal to contact the support team.
Principals should Provide CBO staff with NYCPS email addresses (via the PNOB process) and access to the New Visions Data Portal.
Access levels
The Portal offers several access levels depending on a staff member's role.
Access Level | Permissions |
Admin
| Access all student data, manage user access, create supports, and add notes. |
School-wide Editor | Access all student data, create supports, and add notes. |
No Access | No access to student data. |
Role levels
The Portal offers several role levels based on what actions users need to take.
Role Level | Permissions |
Admin
| Manage user permissions, access all students, update student plans, create supports, and add notes. |
Editor | Can update student plans, create supports, and add notes. |
Viewer | Can view students and add notes. |
Note: Editing permissions only apply to Portal features such as supports, notes etc. Academic, attendance, and other data imported into the Portal from source systems cannot be edited.
Granting access to a staff member
To assign or update access for an individual staff member:
Click your profile icon in the upper right corner.
Select User Management.
Locate the staff member and click the three-dot menu next to their name.
Select Edit Details.
Review or update the following information:
First name
Last name
Primary email address - NYCPS email address
Secondary email address - School based Google email address
Select the appropriate Access level:
All Students (School-wide)
Caseload (Subset of Students)
No Access
Select the appropriate Role:
Admin
Editor
Viewer
Confirm whether the user is a school employee.
Save your changes.
The staff member will then be able to access the Portal based on the permissions you assigned.
Assign or update access for multiple staff members
To update access for multiple staff members at the same time:
Navigate to the User Management page.
Select Edit Permissions.
Use the checkboxes to select the staff members whose access you want to update.
Choose the appropriate Access level:
All Students (School-wide)
Caseload (Subset of Students)
No Access
Choose the appropriate Role:
Admin
Editor
Viewer
Confirm whether the selected users are school employees.
Click Save.
Note: When updating multiple users at once, all selected users will receive the same access level and role. If Caseload access is selected, users will automatically be assigned students based on their ATS assignment or any manual caseload assignments made in the Portal.
Create an account for a staff member not listed
If a staff member does not appear in User Management, you can create a new account for them.
From the User Management page, select Add User from the top toolbar.
Enter the staff member's information:
First name
Last name
Primary email address - NYCPS email address
Secondary email address - School based Google email address
Select the appropriate Access level:
All Students (School-wide)
Caseload (Subset of Students)
No Access
Select the appropriate Role:
Admin
Editor
Viewer
Confirm whether the user is a school employee.
Click Save to create the account.