User Roles

Admin Panel

Audience:

Labels:

None assigned
  1. District Admin
  2. Users
  3. Edit User Roles

There are 17 assignable user roles that determine system-level access. Reference the following table to learn more about these options.

Administrative (Reporting)

  1. Reports

This user role allows a user to run administrative reports via Reports. Available Reports include Connex Activity Log, District and Campus Information, Lock Comparison, Medicaid Cost Report, Medicaid Data Export, Source of Data Counter, and Staff Information.

User_Roles_in_SE_Administrative.jpg

Administrator (District)

  1. District Admin

This user role allows a user to see the District Admin tab and access any of the sub-menus via District Admin. Staff members with this user role can activate users, assign campuses, assign district-purchased products, assign roles, update academic year calendar, unlock forms, and change Student IDs.

User_Roles_in_SE_Administrator.jpg

Administrator (Medicaid)

This user role allows a user the ability to create and process eligibility files to/from TMHP, create and process claim files to/from TMHP, create session notes for any provider, and print reports in the Administrative - Medicaid category.

Administrator_medicaid.jpg

Deleter (District)

This user role serves three functions:

  • It allows the user to delete a student from the Student Information > Enrollment screen
    (as shown below).
  • It allows a user to delete forms in Student History.
  • It allows a user to delete progress reports via the SE IEP Goals > Progress Reports screen.

User_Roles_in_SE_Edit_Student_Information.jpg

User_Roles_in_SE_Student_Forms.jpg

User_Roles_in_SE_Progress_Reports.jpg

General (Reporting)

  1. Reports

This user role allows a user the ability to run reports via Reports.

 Note: Available Reports are dependent upon products purchased by district and assigned to staff.

User_Roles_in_SE_Deleter.jpg

ListAdmin (District)

  1. District Admin
  2. Lists

This user role allows a user to edit shared lists.

User_Roles_in_SE_List_Admin.jpg

Rostering (District)

This user role allows users to create and assign rosters within a district.

User_Roles_in_SE_Rostering.jpg

SE 504 | ReadOnly (District)

This user role will only allow users to view and print forms in SE 504.

SE Manager | ReadOnly [District]

This user role allows the user to view and print forms in SE Manager. 

SE IEP Goals | ReadOnly [District]

This user role allows the user to view and print forms in SE IEP Goals. 

SE FIE | ReadOnly [District]

This user role allows the user to view and print forms in SE FIE. 

SE Basic | ReadOnly [District]

This user role allows the user to view and print forms in SE Basic. 

ELLA | ReadOnly [District]

This user role allows the user to view and print forms in ELLA. 

RtI | ReadOnly [District]

This user role allows the user to view and print forms in RtI. 

Transfer Student (District)

  1. District Admin
  2. Students
  3. Transportation Needs

This user role allows users to request PDF documents from another SE district or send PDF documents to another SE district.

User_Roles_in_SE_Transfer_Student.jpg

Transportation Department (District)

This user role allows the special education and Section 504 departments to give someone at the Transportation Department access to the program to share the Transportation Information form with the Transportation Dept as well as track that the Transportation Dept has received the information. All that needs to be assigned are the district campuses and the Transportation Department [District] user role. 

User_Roles_in_SE_Transportation.jpg

Teacher (District)

This user role is designed to give a ROSTERED user limited access to screens in the application. Specifically, the user will only see the new Student Services screen. Instead of distributing documents to teachers, users can be rostered to their students and obtain the necessary information/documents (i.e., classroom accommodations needed, IEP goals, or print IEP Meeting > Section IV, Section 504 Student Services Plan, ELL Plan, or Active Tier 1, 2, or 3 forms, etc.). All that needs to be assigned is the district campuses, the Teacher [District] user role, and students. 

User_Roles_in_SE_Transportation_Select_a_Student.jpg

User_Roles_in_SE_Transportation_Student_Services.jpg

Note: If a product ReadOnly is assigned to a user, the role will override all others assigned to the user when they are viewing that product.