District system administrators can create and manage Custom Roles as well as assign them to individual users within their staff profiles in Management. A system administrator can manually assign custom roles to users or import a list of staff members to which the custom roles will be applied. The latter option is best suited for large districts.
Districts participating in the Teacher Incentive Allotment program have the option to capture additional personnel information via the User Import tool. These additional personnel fields are optional to fill out, but the fields must be included in the columns upon file upload. District administrators can use the importer to upload these staff information fields even if they are not planning to use custom roles.
Quick Guide
Log in to Eduphoria and select Management.
Select the Organization Settings gear icon.
Choose District Settings.
On the District Settings screen, access the Security tab. Under the Enable Custom Roles settings, choose Use Built In and Custom Roles.
Next Steps: You can now assign custom roles to users. Depending on the number of users you need to update, you can manually assign users in Management or select Import Users. The User Import tool allows you to upload a spreadsheet of users with the custom role assigned automatically to them.
Illustrated Guide
Step 1: Log in to Eduphoria and select Management.
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Step 2: From the main menu, select the Organization Settings gear icon.
Step 3: From the resulting drop-down menu, choose District Settings.
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Step 4: On the District Settings screen, access the Security tab. Under the Enable Custom Roles settings, there are three options:
Use Built in Roles Only
Use Custom Roles Only
Use Built In and Custom Roles
Choose Use Built In and Custom Roles.
Note: Use Custom Roles Only is not recommended unless all users have been assigned a custom role.
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Next Steps: You can now assign custom roles to users. Depending on the number of users you need to update, you can manually assign users in Management or select Import Users. The User Import tool allows you to upload a spreadsheet of users with the custom role assigned automatically to them.