Permissions

Description and Utility

The Permissions Manager page allows the myFolio Admin to assign the three myFolio permission levels to any myFolio user. You can reach this page by clicking "Manage" then selecting "Permissions" from the drop-down options. The three permission levels are School Administrator, School Data Administrator, and School Viewer.

At least one user at the school needs to be designated as a myFolio School Administrator. 

Users can also be designated as a School Data Administrator or School Viewer, but these designations are not required.

Levels and Their Permissions in myFolio

School Administrator (myFolio Admin)

The myFolio Admin (School Administrator or myFolio School Admin) has the highest permissions in myFolio, having access to both all of the administrative functions as well as access to user profiles, goals, notes (but not survey results.)

The myFolio School Admin configures myFolio based on philosophy-related school decisions.  

School Data Administrator

The Data Admin (School Data Administrator or myFolio Data Admin) can act as an assistant, or helper to the myFolio School Admin. They have all of the permissions shown below. They cannot see any user profiles, goals, notes or survey results. They also cannot configure Customizations.  

School Viewer

The School Viewer has permission to view all user profiles, goals, notes and survey results. They can not create notes for users, however. An example of how this permission could be used would be to assign it to an administrator acting in a Human Resource capacity at your school. You could also grant School Viewer permissions to an Associate Head if they are not in the supervisory chain.

How-to Assign Permissions

1. As a myFolio School Admin, click on Manage, then select Permissions.
2. On the Permissions Manager page, go to the role you want to add someone to and type their name in the search box.
3. Click on the user's name.
4. Don’t forget to click the "Update" button to save your changes.
5. To remove a user from a role, click the Remove button in the Action column.