Assigning User Roles to Counselors

Elliot Updated by Elliot

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).

To begin assigning roles, click Users from your Welcome dropdown menu.

Click Roles adjacent to the user who you would like to add roles for. From the Add User Roles panel, choose any and all roles you would like to add for this user, then click Done to save your changes.

Roles

 Editing Counselor Roles is just a few clicks:

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.

To edit a user's role(s), from the Users page, click Roles adjacent to the user who you would like to adjust roles for. From the Add User Roles panel, choose any and all roles you would like to adjust for this user, then click Done to save your changes.

Edit User Roles

 Bulk Assigning Roles to Multiple Users:

To add a role to multiple users at once, check the box next to each user you wish to add your new role to, then click the 'I would like to' button. Choose Add Roles from the drop-down menu that appears.

Add Roles


From the Add User Roles panel, choose the roles you wish to add to the users you have selected, then click Done to save your changes. Your new roles will now be added to your selected users' accounts.



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Adding and Managing Counselors Faculty And Staff

Roles and Permissions

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