Users that are merged into StudentKeeper via MIS/SIS (Management information System/Student Information System) syncs may have no, one, or multiple school enrollments. Administrators can manually link them to schools via User Role Management or Bulk User Actions. These options provide simplified, efficient ways to extend data access to users while maintaining data security and organization.
This article categorizes each user type (admin, teacher, proctor, etc.) and the steps that will need to be taken to associate them with their schools. Before proceeding, it may be helpful to review these articles:
- How to Access Users
- How to Create a User Role
- Classes: Creating a Custom Group and Editing Groups
- How to Assign a User to a Role
Prerequisites
- Admin login credentials
User Types
Administrator
By default, admin users have access to all schools and data within StudentKeeper. All classes will be visible under Classroom Management > All Classes, with two exceptions:
- If an admin user has a rostered class, that class will be visible via Classroom Management > My Classes
- If an admin user is assigned to a manually-created class as a teacher, that class will be visible via Classroom Management > My Classes
Limited Administrator, Safeguarding Lead, and Staff
By default, these users have access to their assigned school only, and the viewable data is defined by the permissions granted to them. These users may need to be manually linked to schools inside the program. Their classes will visible via Classroom Management > All Classes, with two exceptions:
- If the user has a rostered class, that class will be visible via Classroom Management > My Classes
- If the user is assigned to a manually-created class as a teacher, that class will be visible via Classroom Management > My Classes
Teachers and Proctors
By default, teachers and proctors will have access to data based on their school enrollment(s) and the classes/courses. This rule will apply to both synced and manually-created classes. Teachers/proctors can access their classes via Classroom Management > My Classes, with one exception:
If the user has permission to View & Manage All Groups, all classes/courses will only be visible via Classroom Management > All Classes.
How to Manually Link Users to Their School(s)
1. Navigate to Settings> User/Role Management> Users.
2. Click the box next to the user(s).
3. In the upper-right, click Edit User.
4. Click anywhere in the Schools field. From the menu, select the appropriate school(s).
5. In the lower-right corner, click Save. A message will appear on the top of the screen confirming the update(s).
6. To test StudentKeeper's behavior for a user, impersonate them using the instructions in this knowledge base article.
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