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Create and manage administrator roles

Create admins, assign Primary permissions, and understand what each role can do

In this article

Requirements

Assign an admin role

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

  • District Admin, Primary District Admin, and Vendor Admin roles.

Assign an admin role

  1. Sign in to SchoolDay.
  2. District Admin: Go to Connect > Administration > Admins.
  3. Vendor Admin: Go to Administration > Admins.
  4. Click the plus icon on the bottom right to add a new admin.
  5. Enter the name, email, and password.
    • Tip: To automatically generate a strong password, select Generate.
  6. (Optional, Primary District Admin only) Select the Primary Admin checkbox to grant primary permissions.
  7. Click Create.

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

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. Go to Administration > Admins.
  2. 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.

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

Symptom

Cause

Fix

New admin's setup link doesn't work

Link expired (24-hour limit)

Delete and recreate the admin, or ask a Primary District Admin to resend

Can't select Primary Admin checkbox

You don't have Primary District Admin permissions

Ask your district's Primary District Admin to assign the role

Next steps