Table of Contents

Understanding and assigning roles and permissions

Staff permissions in Scoir are managed through user roles. Each staff member can perform only the actions permitted by their assigned role.

The various roles and their permissions are outlined in the table below. You can jump directly to a specific role by clicking on it below:

Only Account Administrators can adjust roles in Scoir.

Overview of Role Types


Account Administrator

Users with this permission can

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


Student Counselor

Users with this permission can

  • 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

Users with this permission can

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


Data Manager

Users with this permission can

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


Communications Manager

Users with this permission can

  • create, modify, schedule messages via Communications Planner
  • create, manage, and message college and organization representatives and contacts
  • send college visit notifications
  • bulk message students and parents


Reporting Manager

Users with this permission can

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


Teacher

Users with this permission can

  • receive teacher recommendation requests
  • complete/upload or decline teacher recommendations for a student


What are the different user types in Scoir?

The Counselor/Teacher Role

Team Members in Scoir can be both counselors and teacher/recommenders at the same time!

As a counselor or recommender, you can view and respond to outstanding recommendation requests by selecting Applications, then Recommendations. Your recommendation requests will be displayed at the top of the page.

Counselor Recommendations and Teacher Recommendations are separate. Counselor recommendations are discussed here: Add A Counselor Evaluation/Recommendation

How do I assign roles?

If you are an Account Admin, you can assign roles to your staff. To begin assigning roles, click 'Users' from the 'More' drop-down menu:

User Types In Scoir

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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