Understanding User Roles and Permissions

Your access to features and content depends on the roles assigned to your account. Understanding these roles helps you navigate the system effectively and know what actions you can perform.

Role Types Overview

The system uses three levels of user roles:

• System Administrator — Platform-wide access to all organizations and settings
• Organization Administrator — Full access within assigned organizations
• Functional Roles — Specific permissions for Observe and Learn modules

System Administrator Role

System administrators have unrestricted access to:

• All organizations and their data
• Global system settings
• User management across all organizations
• License management and reporting
• System-wide analytics and reports

If you're a system administrator, you can access any feature described in this help center.

Organization Administrator Role

Organization administrators can manage everything within their assigned organizations:

• User accounts and role assignments
• Organization settings and preferences
• All Observe and Learn content and data
• Reports for their organization
• License usage for their organization

Organization administrators see an "All Observations" widget on their dashboard showing organization-wide observation activity.

Functional Roles

Most users have one or more functional roles that provide specific permissions:

Observe Module Roles

Observer

• Conduct classroom observations
• View observation forms and rubrics
• Access peer observation reports
• See "My Conducted Observations" on dashboard

Observable

• Receive classroom observations
• View observations of your teaching
• Access your observation history and feedback
• See "My Observations" on dashboard

Evaluator

• Conduct formal evaluations
• Access evaluation periods and cycles
• Manage evaluation workflows
• View evaluation analytics

Proctor

• Manage proctored assessment sessions
• Monitor online assessments
• Control session settings and timing
• Access proctoring reports

Learn Module Roles

Reporter

• Access analytics and reporting features
• View learning progress data
• Generate completion reports
• Export learning records

Publisher

• Create and publish learning content
• Manage content libraries
• Build learning paths
• Configure assessments and certificates

Dashboard Content Based on Roles

Your dashboard displays different tabs and widgets based on your assigned roles:

Learn Module Tabs

If the Learn module is activated, you may see:

• Required Content — Mandatory training assigned to you
• Continue Content — Courses you've started but not completed
• Content Libraries — Available learning resources
• Learning Paths — Structured learning sequences
• Individual Content — Standalone courses and materials

Observe Module Widget

If you have Observer, Observable, or Organization Administrator roles, you'll see an Observations widget showing:

• My Observations (Observable role) — Times your classroom has been observed
• My Conducted Observations (Observer role) — Classrooms you've observed
• All Observations (Organization Administrator role) — Organization-wide observation activity

Organization Hierarchy

The system supports multi-level organizations:

• District Level — Top-level organization
• School Level — Schools within districts
• Department Level — Departments within schools

Your role permissions apply to your assigned organization level and may extend to child organizations depending on your specific role configuration.

Requesting Additional Permissions

If you need access to features not currently available:

1. Contact your Organization Administrator
2. Request specific role assignments
3. Explain which features you need to access
4. Wait for role assignment confirmation

Organization Administrators can modify role assignments through the user management interface.

Role-Specific Feature Access

Content Access

• Content visibility depends on your organization assignment
• Required content appears based on administrator assignments
• Content libraries show resources available to your role level

Reporting Access

• Reporters see comprehensive analytics across modules
• Other roles see reports relevant to their function
• Organization Administrators access all reports for their organization

Administrative Features

• User management requires Organization Administrator or System Administrator roles
• Content publishing requires Publisher role
• System settings require appropriate administrative permissions

Understanding Role Limitations

Each role has specific boundaries:

• You can only access data from your assigned organizations
• Feature availability depends on module activation (Observe/Learn)
• Some features require multiple roles for full functionality
• Administrative actions require elevated permissions

If you encounter "Access Denied" messages, check with your administrator about role assignments needed for that feature.