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Understanding your role

Your User ID determines the information and tools to which you have access. Each User ID is associated with one user account [>>]. A user account is associated with one or more roles [>>], such as a Teacher, District Health Professional, or a School Administrator. Each role has a scope, typically one school or district-wide [>>]. Each role also has a standard set of permissions, which control a role's access to specific types of information and to actions, such as changing information or configuring how it is stored [Role permissions >>]. Finally, each role is derived from one of a few base roles [>>], which are controlled by a District Administrator.

Switching between roles

Your User ID may give you access to more than one role [>>]. Once you have logged on, you may have to switch to another role in order to accomplish a particular task. For example, in a District Administrator-type role you enroll a new student in the district and then change to a School Administrator-type role to assign that student to classes in a particular school. Any customization you undertake for your home page and system, such as quick links [>>] or reports [>>], are stored with the role in which they are created.

To choose another role:

1

On the Home page's [>>]Actions menu, click Switch Role. A list of roles appears. Your current role is indicated.

2

Click a role.

3

Click OK.

Your default role

When you sign in with a user account [>>] that has more than one role, Chancery SMS logs you on with the default role [>>]. You can change this default role for future sign-ins.

To set your default role:

1

On the Home page's [>>]Actions menu, click Change Default Role.... A list of roles appears. The default role is indicated as "Current".

2

Choose a role.

3

Click OK.

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