TalkingPoints offers a flexible set of base roles partners can use “out-of-the-box”. Base roles come with a set of pre-defined permissions. These permissions cannot be changed by the partner. For more details on base roles on permissions, click here.

Custom roles allow partners to create new roles that will meet the district's specific needs. Roles are variable collections of permissions that grant users access to specific functionality within the TalkingPoints platform. Partners can assign roles to staff to manage their level of access to TalkingPoints (teacher-level, school-level, district-level).

Follow the steps below to create a custom role.

Screenshots below may look slightly different as TalkingPoints is constantly evolving! Don't worry, we periodically make sure our guides are up-to-date so that you have the latest how-to's.

Step 1: Click on Staff & Roles

Step 2: Select 'Roles'

Step 3: Click 'Add Role'

Step 4: Name the role and add a description (optional)

Step 5: Select the access level for the role

Step 6: Click 'Next'

Step 7: Select the permissions for the new role and click 'Save'

A checkmark/dash indicates that some permissions from the parent permission were selected. A checkmark indicates that ALL permissions from the parent permission were selected.

Your new role will show up in the list of roles with a 'custom' badge next to it.

If you would like to copy an existing role and then make edits to create a new role, follow the steps below:

Step 1: Click on Staff & Roles

Step 2: Select 'Roles'

Step 3: Click on the three-dot menu next to any role and select 'Copy Role'

Step 4: Edit the name and description and click 'Next'

Step 5: Edit the permissions and click 'Save'

Use the three-dot menu to view permissions, edit role, copy role, or delete role. Base roles will not have the option to edit or delete roles.