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How to Upgrade or Downgrade User Roles

This guide walks you through how to upgrade or downgrade user roles within the platform.

  • Navigate to the School Management Tab
    • On your dashboard, click on the School Management tab. Then, click on the Members tab.

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District Leads: Sending invites from the Members tab invites users to create accounts at the district level. To send school-specific invites, click into the Schools tab and select "View All" in the Members column for a specific building. Then, follow the steps below for each school.

DL - Members

  • Locate the Role Column
    • In the user table, find the Role column.

    • Each user will have a labeled "pill" indicating their current role (e.g., Educator, School Lead, District Lead).

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  • Edit User Roles

    • Click the dropdown arrow (carrot icon) next to a user's role.

    • From here, you can:

      • Upgrade an Educator to a School Lead or District Lead.

      • Downgrade a District Lead or School Lead to Educator, if needed.

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