SuccessEd
SuccessEd

User Roles

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This article explains the assignable user roles in SuccessEd and how each role controls system-level access, permissions, and functionality. District administrators can use these roles to manage access to reports, student data, forms, and program-specific features across Special Education, Section 504, ELLA, RTI, and more.

  1. Navigation:
  2. District Admin
  3. Users
  4. Edit User Roles

There are 19 assignable user roles, each designed to support specific responsibilities within a district.

Administrative (Reporting)

  1. Navigation:
  2. Reports

The "Administrative (Reporting)" role allows users to run advanced administrative reports.

Available reports include:

  • Connex Activity Log
  • District and Campus Information
  • Lock Comparison
  • Medicaid Cost Report
  • Medicaid Data Export
  • Source of Data Counter
  • Staff Information

Administrative Reporting role permissions in SuccessEd

Administrator (District)

  1. Navigation:
  2. District Admin

The "Administrator (District)" role provides full access to the "District Admin" tab and its submenus.

Users with this role can:

  • Activate users
  • Assign campuses
  • Assign district-purchased products
  • Assign user roles
  • Update the academic year calendar
  • Unlock forms
  • Change student IDs

District Administrator role permissions in SuccessEd

Administrator (Medicaid)

The "Administrator (Medicaid)" role supports Medicaid billing and documentation processes.

Users can:

  • Create and process eligibility files with TMHP
  • Create and process claim files with TMHP
  • Create session notes for providers
  • Run Medicaid administrative reports

Medicaid Administrator role permissions in SuccessEd

Deleter (District)

The "Deleter (District)" role allows users to remove student data and related records.

Users can:

  • Delete a student from the Student Information > Enrollment screen
    Delete student enrollment screen in SuccessEd
  • Delete forms in the “Student History” screen
    Delete student forms screen in SuccessEd
  • Delete progress reports in the SE IEP Goals > Progress Reports screen
    Delete progress reports screen in SuccessEd

General (Reporting)

  1. Navigation:
  2. Reports

The "General (Reporting)" role allows users to run standard reports in SuccessEd.

Note: Report availability depends on district-purchased products and assigned permissions.

General reporting role permissions in SuccessEd

ListAdmin (District)

  1. Navigation:
  2. District Admin
  3. Lists

The "ListAdmin (District)" role allows users to manage shared lists used throughout the system.

List administration permissions in SuccessEd

Rostering (District)

The "Rostering (District)" role allows users to:

  • Create student rosters
  • Assign students to staff within the district

Rostering permissions in SuccessEd

Read-Only Roles (District)

Note: If a ReadOnly role is assigned for a product, it will override all other roles for that product. Users will only be able to view and print, even if they have edit permissions in other roles.

These roles provide view and print access only for specific programs:

  • SE 504 | ReadOnly (District): View/print Section 504 forms
  • SE Manager | ReadOnly (District): View/print SE Manager forms
  • SE IEP Goals | ReadOnly (District): View/print IEP Goals forms
  • SE FIE | ReadOnly (District): View/print FIE forms
  • SE Basic | ReadOnly (District): View/print SE Basic forms
  • ELLA | ReadOnly (District): View/print ELLA forms
  • RTI | ReadOnly (District): View/print RTI forms

ELLA | EditFormsOnly (District)

The "ELLA | EditFormsOnly (District)" role allows users to manage ELLA program data and forms.

Users can:

  • Add, edit, print, and lock ELLA forms
    lock ella plan.png
  • Import students
  • Create meetings using Meeting Administrator
  • Perform bulk actions (lock and print forms)
  • Access and edit:
    • Demographics
    • Parental Information
    • Enrollment
    • State Assessments

Limitation

  • Users can only edit Program Compliance (Bilingual/ESL) for the "Status" field
    set ella status.png

Transfer Student (District)

  1. Navigation:
  2. District Admin
  3. Students
  4. Transportation Needs

Allows users to:

  • Request PDF documents from another district
  • Send PDF documents to another district

Transfer student functionality in SuccessEd

Transfer Student Frontline SPM (District)

Allows users to:

  • Exchange PDF documents with districts using Frontline SPM products (e.g., eSped, SuccessEd)
transfer students record manager view.png

Transportation Department (District)

This role allows transportation staff to access student transportation information.

Users can:

  • View transportation information forms
  • Confirm receipt of transportation data

Setup Requirements

  • Assign district campuses
  • Assign the "Transportation Department (District)" role

Transportation department access in SuccessEd

Teacher (District)

The "Teacher (District)" role provides limited, roster-based access to student information.

Teachers can:

  • View the “Student Services” screen
    Student Services view for teachers in SuccessEd
  • Access key student information, including:
    • Classroom accommodations
    • IEP goals
    • Section IV of IEP meetings
    • Section 504 plans
    • ELL plans
    • Active Tier 1, 2, or 3 forms
      Selecting a student for teacher access in SuccessEd

Setup Requirements

  • Assign district campuses
  • Assign the "Teacher (District)" role
  • Assign students to the teacher’s roster
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