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District Team Management

Add team members, assign roles, and manage access across schools — all from the District Dashboard.

Written by Stephanie

Why It Matters

Team Management gives district leaders direct control over who can access the district dashboard and what they can do within it. Rather than relying on your Customer Success Manager for every access change, leaders can independently manage permissions as their team evolves.

  • Manage user access and permissions without needing to submit a request

  • Assign roles intentionally based on each user's responsibilities

  • Control which schools each team member can view or manage

  • Scale access more easily as coaches, admins, and leaders are onboarded


Getting Started: How to Use It

Note: Management access must be enabled by your Customer Success Manager before this tab becomes available. Reach out to your CSM to get this set up.

Viewing Your Team

  • See all current team members alongside their roles and school assignments

Adding a New Member

  1. Click Invite Member

  2. Enter the user's information to add them or create a new account

Assigning Permissions

Note: A permission must first be enabled at the district level in WebAdmin before it can be assigned here. Contact your CSM if an expected permission is unavailable.

Permission

What It Allows

Editor

Can create and edit district assignments

Viewer

Can view existing district assignments

Progress Stats

Grants access to student progress data (toggle on/off)

  • Select the specific schools or buildings the user can access, or grant access to all schools

Updating Permissions

  • Adjust any team member's role or school access at any time directly from the team member list


Instructional Impact

Intentional access management ensures the right people have the right data to support instruction.

  • Coaches and admins get visibility into the data they need without overexposing access

  • Leaders can distribute progress data strategically to support coaching and collaboration

  • Onboarding new team members is faster and more scalable with decentralized user management

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