Managing Admin Permission Groups: Creating New Groups and Adding Users to Them

Overview 

This article is for everyone! Whether you manage a single site or are part of a multi-site group, the process for creating new Admin Permission Groups and adding users to them is exactly the same, and this article will guide you through those steps.

In this article, we cover the step-by-step process of establishing new permission groups for admins and how to add admins to a group! 

You must be a System Admin to access the pages for creating groups and assigning admins to them.

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In this Article

• Creating Admin Permissions Groups
• Adding admins to Permission Groups
• Library of Resources

Creating Admin Permission Groups

The Admin Permission Groups page (found under Settings > Portal > Admin Permission Groups) allows you to create reusable sets of permissions. 

Think of these sets as templates. Instead of assigning individual permissions every time you create a new admin account, you can simply assign them to one of these pre-defined permission groups on the Admin Portal Accounts page. This makes setting up new admin accounts much faster and ensures consistent permission assignments.

Reminder: Only System Admins have access to the Admin Permission Groups page.

Step by step

• Navigate to the Admin Permissions Groups page: Settings > Portal > Admin Permission Groups.
• Select Add a New Group
• Enter a name for the group.
• Select the checkboxes for the Permissions that you'd like the group to have access to.
• Click Save.

Watch and learn

In this short GIF below, we demonstrate how to navigate to the Admin Permission Groups page from the Dashboard and create a new group.

Adding Admins to Permission Groups

Once a group has been created, you can begin adding Admins to it. Admins are added to permission groups through the Admin Portal Accounts page (Settings > Portal > Admin Portal Accounts.) They can be added to Permission groups individually or in bulk.

Reminder: Only System Admins have access to the Admin Portal Accounts page.

Step by Step

• Navigate to the Admin Portal Accounts page: Settings > Portal > Admin Portal Accounts.
• Follow one of the three options, depending on your needs:
  • To add a single admin to a permission group: Select Edit (right side of the page) on the row of the Admin you'd like to update.
  • To add multiple admins to a permission group: Select multiple Admins by clicking the checkbox to the left of their names and then select Change Permissions from the Edit menu.
  • To create a new admin and add them to a permission group: Select the Add a new admin button.
• In the pop-up, select a group from the Permission Groups dropdown.
• Click Save.

Watch and learn

In this short GIF below, we demonstrate the three ways of adding an admin to a permission group through the Admin Portal Accounts page.

Please note that this example was created on a multi-site school. If you are not a part of a multi-site group, you will see the exact same options but some of the components of your Admin Accounts page will look slightly different. 

Bulk Assigning Permission Groups to Admin

If you need to update permissions or group assignments for many admins at once, our team can help with this through a managed bulk import process.

• Still in onboarding? If your group is still meeting with your implementation specialist, work with them to provide the info you need on what permission groups and admins you need created in your sites.
• Out of onboarding? If your school is no longer working with an onboarding specialist and you have 20 or more admins that you need to add or update permission groups for, our support team can assist with the process.

Library of Resources

Check out the following resources to learn more about setting up and managing Permission groups:

• For multi-site groups: Managing Admin Permissions Across Multiple Sites
• For schools that are not part of a group of sites: Admin Permission Groups
• Admin Portal Accounts: Permission & Access Controls
• Office Hours & Past Session Recordings