Permission Levels for Trust Accounts
There are three possible types of user within a trust:
Trust Super Admin
Access to all subjects for all schools within the trust.
Can create and manage Trust-Level Assessments for all subjects.
Can invite new Trust Users.
Can view the Trust Dashboard.
Trust User + Leader of Subject Area(s)
Access to selected subjects and schools within the trust.
Can create and manage Trust-Level Assessments for subjects that they are a Leader of.
Can view the Trust Dashboard.
Trust User
Can view details of all Trust Level Assessments.
Can view the Trust Dashboard.
Manage Trust Users
Trust Super Admins can access the Users page from the Trust Dashboard. Here, you can edit details of all Trust Users, grant Trust Access to existing users, and invite new users as Trust Users.
Users Overview
Within the Users page, you're able to view the following:
Filters: Filter by name and school to search for a particular user.
Role: Identify Trust Users and Trust Super Admins.
Details: Account name and email address.
Leader of: Subject areas that a Trust User is a Leader of.
Schools: All schools that the user is able to log into.
Grant Access to a User
To invite a user as a Trust User or Trust Super Admin:
On the Users page, click the blue Grant Access To User button.
If inviting an existing user, search for the user by their name. Alternatively, if inviting a new user, select add new account to the right. You'll then need to input their Email and Name, this will be used to set up their account.
Select whether to invite them as a Trust Super Admin or a Trust User. As a Trust Super Admin, they'll have access to all subjects, schools and assessment features. If you select Trust User, you can then choose which subjects they are a Leader of (and can manage assessments for) from the Subject Area dropdown, as well as which Schools they can access below this.
π‘ If you're adding a new account, they will have the same user permissions on the school-level:
Trust Super Admins will be a School Admin in all schools.
Trust Users + Leader of Subject Area(s) will be a Leader in all selected schools.
Trust Users will be a Teacher in all selected schools.
Select the blue Invite button at the bottom of the page to confirm.
Edit Existing Trust User
To update an existing Trust User or Trust Super Admin's permissions:
On the Users page, click the three dots to the far right of the relevant user and select Details from the dropdown.
You can then change the Trust User type under User configuration.
If editing a Trust User, you can also change which schools they have access to, or their role within a particular school. Just head to the Schools tab, click the three dots to the right of a school and select Revoke Access or Edit Role.
To revoke Trust-Level permissions:
On the Users page, click the three dots to the far right of the relevant user and select Delete. Their Pupil Progress account will remain active, however all trust-level permissions will be removed from their account.