Assigning the right access level helps ensure users can take the actions they need while protecting sensitive student information and managing Portal capabilities.
Use the chart below to understand what each access level allows in the Portal.
Access Level | View All Students | Edit All Students | View Caseload | Edit Caseload | Add Notes | Create Supports | Manage Users |
Delegated Admin | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ | ✅ |
School-wide Editor | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ | ❌ |
School-wide Viewer | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
Caseload Editor | ❌ | ❌ | ✅ | ✅ | ✅ | ❌ | ❌ |
Caseload Viewer | ❌ | ❌ | ✅ | ❌ | ✅ | ❌ | ❌ |
No Access | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |