Assigning Roles and Permissions

Topics covered in this article include:

What are user roles?

User roles are the way counselor permissions are granted in Scoir. Counselors can only perform specific actions granted by the user roles they have been assigned.

The various roles and their permissions are outlined in the table below.

User Role

Permissions Granted

Account Administrator

  • control Scoir account settings
  • upload documents (e.g. School Profile)
  • manage templates (e.g. SSR, Recommendations)
  • assign counselors to students
  • add/remove users
  • modify users’ roles and permissions

Student Counselor

  • add individual students and parents
  • create/manage student groups
  • view/edit information about students and parents
  • send messages to students and parents
  • manage student application status and supporting documents
  • add scholarships and awards

Applications Manager

  • send application-related documents to colleges (e.g. transcripts, letters of recommendation, etc.)
  • configure college specific application requirements

Data Manager

  • access the Data Management Console to add/modify system data (e.g. student rosters, GPA updates, transcripts, standardized test scores, application outcomes)

Communications Manager

  • create, modify, schedule messages via Communications Planner
  • send College Visit notifications
  • bulk message students and parents

Reporting Manager

  • create, run, edit reports about students and their college applications

 

How do I assign user roles to counselors?

The primary counselor that is registered with a new school account is automatically granted the Account Administrator role. With this role, the primary counselor has permission to add users and assign roles via the Roles button adjacent to each member of the counseling team.  (sometimes due to screen size you may need to scroll over to the right side to see this)

 

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 Editing Counselor Roles is just a few clicks:

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Only users assigned the Account Administrator role will have permission to change user roles. You do not have the ability to change your own roles. These changes must be made by another user with the Account Administrator role in your high school, or by Scoir support.

 

 

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