Custom User Settings
District admins only. Editing school access or additional teacher access on another user is restricted to district admin accounts. School users, teacher users, and plain district users cannot make these changes. If you don't see the edit form on a user, your account doesn't have permission.
Custom settings are exceptions to the default user scoping. The two common cases:
- A school user who needs access to more than one school.
- A teacher user who needs access to more than one teacher's classroom and students.
These are configurable directly from the user's edit page in Equity Analytics by a district admin. You no longer need a support ticket for either one.
Multi-School Assignment (School Users)
Use this for staff serving roles that span more than one campus (assistant principals, specialists, coordinators). Their scope expands to all teachers and students across the assigned schools.
How to set it up
- Open the user menu and pick School Users.
- Click the school user whose access you want to broaden.
- In their edit form, find the School access multi-select.
- Add the additional schools. You can also remove schools to narrow access.
- Click Update Account user.
The change applies immediately. The next nightly SIS sync will not override these multi-school assignments (see CSV Interaction below).
Multi-Teacher Assignment (Teacher Users)
Use this when a teacher takes on additional responsibilities like lead or mentor teacher, supporting students across multiple classrooms. Their scope expands to include the additional teachers' students.
How to set it up
- Open the user menu and pick Teacher Users.
- Click the teacher whose access you want to broaden.
- In their edit form, find the Additional teacher access multi-select. (The Teacher Record field above it is the teacher's own record and is managed by your SIS.)
- Add the additional teachers. You can also remove teachers to narrow access.
- Click Update Account user.
CSV Interaction
Once a user has a custom multi-school or multi-teacher assignment, CSV imports will not overwrite it.
- Nightly imports continue to update name and email for that user.
- The custom scope you set in the UI stays intact across syncs.
- If a user is missing entirely from the next CSV import for their role, they are still deprovisioned (their access is removed). Custom settings don't protect against deprovisioning.
Deprovisioning still applies. A custom multi-school or multi-teacher assignment doesn't keep a user active. If they fall out of the CSV roster entirely, their access is removed at the next nightly sync.
When to still contact support
Self-serve covers school_ids and teacher_ids on existing users. Open a Helpdesk Ticket if you need:
- A new district admin account (creation still requires Superintendent approval).
- Any role change involving the admin, platform_admin, or other restricted roles. These aren't editable from the UI by design.
- Help reversing a misconfigured assignment you can't sort out from the user edit page.
Tips for Success
- Verify whether a user truly needs multi-school or multi-teacher access before granting it. Default scoping is usually correct.
- Audit your multi-assigned users periodically. The Version History panel on the user edit page shows who added or removed each school or teacher and when.
- The CSV stays the source of truth for everything except the custom scope. Keep it clean.
Need Help?
- Helpdesk Ticket: Helpdesk Ticket
- Website: https://equityanalyticsms.com