Create and manage administrator roles

In this article

Requirements

Create an administrator

Create an administrator in a district account

Create an administrator in a vendor account

Assign Primary permissions to an existing admin

Remove an admin role

Verify the configuration

Troubleshooting

Next steps

Assign administrator roles to users to let them perform management tasks, such as running syncs and resolving data issues. Users can hold multiple roles simultaneously. For example, a teacher can also be a District Admin.

For a full breakdown of role capabilities, see Roles and Permissions.

Requirements

• Primary District Admin or Vendor Admin roles.

Create an administrator

Create an administrator in a district account

1. Sign in to SchoolDay as a Primary District Admin.
2. Go to Administration > Admins.
3. Click the plus icon on the bottom right to add a new admin.
   
4. Districts not on the new Authentication engine: Enter a password. Districts on the new Authentication engine skip this step.
   1. Tip: Select Generate to create a strong password automatically.
5. (Optional) Select the Primary Admin checkbox to grant primary permissions.
6. Click Create.

The new admin receives an email containing a password setup link. The link expires within 24 hours.

Create an administrator in a vendor account

1. Sign in to SchoolDay as a Vendor Admin.
2. Go to Administration > Admins.
3. Click the plus icon in the bottom right.
4. Enter the Name, email, and a password.
   1. Tip: Click Generate to create a strong password automatically.
5. Click Create.

Assign Primary permissions to an existing admin

Only Primary District Admins can perform this procedure.

1. Go to Administration > Admins.
2. Select the target admin user.
3. Select the Primary Admin checkbox.
   
4. Click Save.

To verify whether an admin has primary permissions, view their details in Administration > Admins.

Remove an admin role

1. Sign in to SchoolDay as a Primary District Admin.
2. Go to Administration > Admins.
3. Next to the admin you want to remove, select Delete.

Removing an admin role reverts the user to non-admin status if they were imported from roster data. The user retains access to SchoolDay but loses management controls.

You cannot remove your own admin role. You also can’t demote or remove the last Primary District Admin of your organization. Promote another admin first.

Verify the configuration

• Go to Administration > Admins and confirm that the new admin or updated status appears correctly.
• Verify that the new admin can sign in using the password setup link and access the expected management controls.

Troubleshooting

Next steps

• Manage organizations and schools in SchoolDay
• Configure organization-wide email notifications