User Scoping & Provisioning
What “User Scoping” Means
Scoping limits what each user can see and do in the platform. Your CSV uploads define who has access and how that access is scoped.
- Scoping is enforced across navigation, dashboards, lists, detail pages, exports, and views.
- On each import, we provision (create/update) users and deprovision (deactivate) users who are no longer listed.
Audit before importing: Importing a new CSV replaces the current roster for that role scope. Anyone omitted will be deprovisioned (access removed).
Role Scopes (What each role can access)
District Users
- Can view all schools, all teachers, and all students within the district.
Only grant district-level access to staff authorized to view district-wide information.
School Users
- Scoped to one school.
- Can view and manage only the teachers and students at their assigned school.
Only grant school-level access to staff authorized to manage school-wide information.
Teacher Users
- Scoped to their own teacher record and their assigned students.
- Managed primarily via the SIS’s teacher export (see support below).
If you need help extracting teacher rosters from your SIS, we can provide queries and step-by-step export instructions (see “Teacher Users: SIS Query Support”).
What Happens on Import (Provisioning & Deprovisioning)
- New users in the CSV are created with the given role and scope.
- Existing users (matching email) are updated (title/name, scope, etc.).
- Deprovisioning: After a successful import, any district, school, or teacher user not present in the latest CSV will have their access rights removed for that account.
Deprovisioning behavior: This process removes access; it does not delete the person from the system. To restore access, re-include them on a future CSV or update them in the UI.
CSV Upload Format
Use separate CSVs for district and school users. Headers must match the names below.
District Users CSV
- File name:
district_users.csv - Example file: Download Example District Users CSV
Required Headers:
school_idfirst_namelast_nameemailtitle
Special Rule:
- For district users, the school_id must always be 001.
School Users CSV
- File name:
school_users.csv - Example file: Download Example School Users CSV
Required Headers:
school_idfirst_namelast_nameemailtitle
Special Rule:
- For school users, the school_id must be the three-digit MSIS school ID that matches their assigned school.
Teacher Users: SIS Query Support
Need help pulling teacher rosters from your SIS? We’ll email a query and step-by-step instructions to you!
- Email Support: support@equityanalyticsms.com
Tips for Success
- Ensure every active district/school user you want to keep is present in the CSV each time you import.
- All email values must be unique and valid.
- Do not include blank rows or extra columns.
- Avoid trailing spaces in any field, especially
school_id. - Confirm
school_idformatting (001for district users; three-digit MSIS for school users).
Uploading Your Completed CSVs
Once you’ve entered all required information and verified your CSVs:
Follow the upload steps here:
Go to SIS Data Upload Instructions
Need Help?
- Email Support: support@equityanalyticsms.com
- Website: https://equityanalyticsms.com