Enabling Custom Roles

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

1. Log in to Eduphoria and select Management.
2. Under the Organization tab, select District Settings and access the Security tab. Under the Enable Custom Roles settings, choose Use Built In and Custom Roles.
3. Once enabled, select Manage Custom Roles under the Users and Guests section.
4. Choose a pre-built Custom Role template, or select Create New Custom Role. Name the new role, add an optional description, then choose whether it will be a district-level role or limited to a user’s schools. Select Create.
5. Add the rights you wish to have associated with the role. Any rights you add for a district-level role will allow that user to have access to data on all campuses.
6. 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 will upload a spreadsheet of users with the custom role assigned to them.

Note: If you edit or delete the pre-built Custom Role templates, they cannot be restored to their original state.

Illustrated Guide

Step 1: Log in to Eduphoria and select Management.

Step 2: Under the Organization tab, select District Settings and 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

Note: It is not recommended to select Use Custom Roles Only until all users have been assigned a Custom Role.

Choose Use Built In and Custom Roles.

Step 3: Once enabled, select Manage Custom Roles under the Users and Guests section.

Districts can utilize or adapt the following templated roles:

• Principal
• Assistant Principal
• Instructional Coach
• Counselor
• Department Chair
• Grade Level Chair

System administrations also have the option to edit or delete these templates and create new ones from scratch. 

Note: If you edit or delete the templates, they cannot be restored to their original state.

Step 4: Choose a pre-built custom role template, or select Create New Custom Role. Name the new role, add an optional description, then choose whether it will be a district-level role or limited to a user’s schools. Select Create.

Step 5: Upon creating the new Custom Role, add the rights you wish to have associated with the role. If you have enabled the role at the district level, any rights you add will apply at the district level as well, allowing that user to have access to data on all campuses.

Note: If you do not want staff to have access to all campuses for Strive appraisals, then do not include Strive rights on a district-level custom role. You can add the Strive rights in Management after the staff is assigned the custom role.

Step 6: 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 will upload a spreadsheet of users with the custom role assigned to them