Introduction

StudentForms has a wide variety of roles to cover all of the functionality contained the application. This guide gives an overall view of each role, followed by a detailed map of each permission a role has broken up by categories. 



StudentForms Roles

  • Admin - superuser role with the ability to work files for each transaction type, view reports, and has additional administrator privileges
  • School Admin (Limited) - Similar access to Admin user, (does not have access to integration tile in settings and does not have Force Re-Registration for SSO accounts). School may want to assign regular Admin access.  The intended purpose for this role was to restrict school user account creation to Admin role. User account creation and user management is now solely under the Platform Admin role.
  • School FAO - standard FAO role able to work files for the Verification transaction and view reports
  • Document Reviewer - user role access to review Verification documents for the purpose of accepting or sending back to the student
  • Help Desk - help desk role has read-only access to Verification and appeals transactions in order to assist students. They also have limited account management access for students
  • School SAP User - user role has access to request, view, and decide on SAP outcomes
  • School PJ User - user role has access to request, view, and decide on PJ outcomes
  • Generic Transaction Admin - user role to request, view, and review documentation in the generic "Other Documents" transaction
  • Generic Transaction Help Desk - help desk role to view documentation in the generic "Other Documents" transaction
  • School Custom Transaction User - user role has access to request, view, and decide on custom appeal outcomes
  • School EFA User - user role has access to request, view, and decide on EFA appeal outcomes
  • EFA Help Desk  - help desk role to view documentation in the EFA Appeal transaction
  • School COA User user role has access to request, view, and decide on COA appeal outcomes
  • COA Help Desk help desk role to view documentation in the COA Appeal transaction


StudentForms Role Breakdown

The following is a breakdown of user roles. Downloadable Excel and PDF versions of the chart are provided below for easier viewing.