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SuccessEd

Assigning and Editing Student Rosters

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The Edit User Roster feature allows District Administrators to assign specific students to a user’s roster. When a user has a student roster assigned, they will only see those students when searching for students or running reports in the application.

This feature helps districts limit student access based on staff responsibilities, such as case managers, evaluators, or campus-based staff.

Note: To access the Edit User Roster option, a District Administrator must assign the "Rostering [District]" user role. This role allows users to manage student rosters and assign specific groups of students to other users in the application.

Managing Student Rosters

After assigning a user to one or more campuses, a District Administrator can assign a subset of students to that user’s roster.

Note: Students across a district or Shared Services Arrangement (SSA) can be assigned to a user’s roster. When a user with a roster searches for students or runs reports, only the students assigned to that user will appear in results.

To reduce the number of students available for selection, administrators can choose a specific campus using the district or campus selector.

Campus selector for managing student rosters

Assigning Students to a User Roster

Follow these steps to assign students to a user:

  1. From the home screen, select District Admin.
  2. Select Users.
  3. Click Edit User Roster.

Edit User Roster option under Users

  1. Select the user from the dropdown menu.
  2. Select the student(s) you want to assign to the user’s roster.
    • Students can be selected individually.
    • To select multiple students:
      1. Hold Ctrl (Windows), or
      2. Hold Cmd (Mac).
  3. Click the caret (arrow) to add the selected students to the user’s roster.
  4. If necessary, click the caret (arrow) to remove students from the roster.
Note: Changes to a user’s student roster are automatically saved.
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