Counselors User Group
Last Modified on 03/28/2025 1:38 pm CDT
The following are suggested tool rights for counselors. Your counselors may need more tool rights or less tool rights depending on their actual job duties. Start with this list and modify rights to meet your school or district needs.
Student Information
Student Information Access for CounselorsGeneral
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Forms |
|
X |
|
|
Behavior |
X |
X |
X |
X |
Custom Forms |
X |
X |
X |
X |
Unlock |
X |
|
|
|
Copy |
X |
|
|
|
Blank Forms |
X |
|
|
|
Override |
X |
|
|
|
Counseling |
X |
X |
X |
X |
Custom Forms |
X |
X |
X |
X |
Unlock |
X |
|
|
|
Copy |
X |
|
|
|
Blank Forms |
X |
|
|
|
Override |
X |
|
|
|
| Grades |
X |
|
|
|
Grade Book |
X |
|
|
|
Additional Enrollment Grades |
X
|
|
|
|
| Graduation |
X |
X |
|
|
Modify Cohort |
X |
|
|
|
Modify 9th Grade Start Date |
X |
|
|
|
| Lockers |
X |
|
|
|
| Profile |
X |
|
|
|
Attendance |
X |
|
|
|
Behavior |
X |
|
|
|
In-Progress Grades |
X |
|
|
|
Todo |
X |
|
|
|
| Schedule |
X |
X |
X |
X |
Can Overload Sections |
X |
|
|
|
Grade Book |
X |
|
|
|
View Attendance |
X |
|
|
|
Can Override Strict Student Constraints |
X |
|
|
|
Scheduling Messenger |
X |
|
|
|
User Group Formats |
X |
|
|
|
Additional Enrollment Schedules |
X |
|
|
|
| Summary |
X |
|
|
|
GUID |
X |
|
|
|
Print Picture |
X |
|
|
|
State ID |
X |
|
|
|
Ed-Fi ID |
X |
|
|
|
| Transcript |
X |
X |
X |
X |
Free Form Entry |
X |
|
|
|
| Transportation |
X |
|
|
|
| Waiver |
X |
|
|
|
General Student Administration
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Transcript Post Wizard |
X |
X |
X |
X |
Academic Planning
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Programs |
X |
X |
X |
X |
Academic Programs |
X |
X |
X |
X |
Graduation Programs |
X |
X |
X |
X |
| Progress |
X |
|
|
|
| Course Plan |
X |
X |
|
|
Counseling
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Contact Log |
X |
X |
X |
X |
Access to Records Created by Other Users |
X |
|
|
|
| Counseling Documents |
X |
X |
X |
X |
Custom Forms |
X |
X |
X |
X |
Lock |
X |
|
|
|
Copy |
X |
|
|
|
| Document Upload |
X |
X |
X |
X |
Lock |
X |
|
|
|
Unlock |
X |
|
|
|
| Counseling Team Members |
X |
X |
X |
X |
| Meetings |
X |
X |
X |
X |
PLP
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| PLP Caseload |
X |
X |
X |
X |
| PLP Contact Log |
X |
X |
X |
X |
Access to Records Created by Other Users |
X |
|
|
|
| PLP Documents |
X |
X |
X |
X |
Plan |
X |
X |
X |
X |
Lock |
X |
|
|
|
Unlock |
X |
|
|
|
Copy |
X |
|
|
|
DocSections |
X |
X
|
|
X
|
| Progress Report |
X |
X |
X |
X |
Lock |
X |
|
|
|
Unlock |
X |
|
|
|
| Custom Forms |
X |
X |
X |
X |
Lock |
X |
|
|
|
Unlock |
X |
|
|
|
Copy |
X |
|
|
|
| Document Upload |
X |
X |
X |
X |
Lock |
X |
|
|
|
Unlock |
X |
|
|
|
| PLP Team Members |
X |
X |
X |
X |
PLP Administration
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
PLP Plan Type Setup
|
X |
X |
X |
X |
PLP Progress Option Setup
|
X |
X |
X |
X |
PLP Service Position Setup
|
X |
X |
X |
X |
PLP Service Provider Setup
|
X |
X |
X |
X |
PLP Services Setup
|
X |
X |
X |
X |
PLP Template Bank Setup
|
X |
X |
X |
X |
Program Administration
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Academic Plan Progress Batch Report
|
X |
X |
X |
X |
Academic Plan Status Report
|
X |
X |
X |
X |
| Academic Program Setup |
X |
X |
X |
X |
Batch Program Assignment Wizard
|
X |
X |
X |
X |
Course Plan Administration
|
X |
X |
X |
X |
English Learners (EL) Accommodation Type Setup
|
X |
X |
X |
X |
| English Learners (EL) Batch Update Wizard |
X |
X |
X |
X |
| English Learners (EL) Service Type Setup |
X |
X |
X |
X |
| Federal/State Program Update Wizard |
X |
X |
X |
X |
| Flags Setup |
X |
X |
X |
X |
| Graduation Program Setup |
X |
X |
X |
X |
| Program Sessions Setup |
X |
X |
X |
X |
Print Session Report |
X |
|
|
|
| Program Setup |
X |
X |
X |
X |
Program Detail Report |
X |
|
|
|
Program Participation
Program Participation tools vary by state. This table captures the most common programs.
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Early Childhood
|
X |
X |
X |
X |
| FERPA |
X |
X |
X |
X |
Foster Care
|
X |
X |
X |
X |
| Gifted |
X |
X |
X |
X |
| Homeless |
X |
X |
X |
X |
Add & Auto-end Records |
X |
|
|
|
Program Services
|
X |
X |
X |
X |
Homeless Services |
X |
X |
X |
X |
Section 504
|
X |
X |
X |
X |
| Title 1 |
X |
X |
X |
X |
^ Back to Top
Attendance Office
Attendance Office Access for Counselors Student Attendance
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Attendance Contact Log
|
X |
X |
X |
X |
Access to Records Created by Other Users |
X |
|
|
|
^ Back to Top
Census
For specific details on what these rights do, visit the
Census Tool Rights articles.
Census Access for CounselorsPeople
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Demographics
|
X |
X |
X |
X |
Staff State ID |
X |
X |
X |
|
GUID |
X |
|
|
|
Student State ID |
X |
X |
X |
|
Modify Local Staff Number |
X |
|
|
|
Modify Local Student Number |
X |
|
|
|
Ed-Fi ID |
X |
X |
X |
|
View Staff Birth Date & Age |
X |
X |
X |
|
Reset Portal Password |
ALL |
|
|
|
| Enrollments |
X |
X |
X |
X |
General Enrollment Information |
X |
X |
|
|
School of Accountability |
X |
|
|
|
State Reporting |
X |
X |
|
|
Homeless |
X |
X |
|
|
Meal Status |
X |
X |
|
|
Migrant |
X |
X |
|
|
Ward of State |
X |
X |
|
|
Special Ed |
X |
X |
|
|
Service Hours |
X |
X |
|
|
Service Hrs Percent Reported |
X |
X |
|
|
Enrollment History |
X |
X |
X |
X |
FutureEnrollment |
X |
X |
|
|
Fees
|
X |
X |
X |
X |
| ID History |
X |
|
|
|
Identities
|
X |
X |
X |
X |
Legal Name & Gender |
X |
X |
X |
X |
| Impact Aid |
X |
X |
X |
X |
Membership in Households
|
X |
X |
X |
X |
Military Connections
|
X |
X |
X |
X |
| Payments |
X |
X |
X |
X |
Programs
|
X |
X |
X |
X |
Relationships
|
X |
X |
X |
X |
Households
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Add Household |
X |
X |
|
|
| Census Wizard |
X |
X |
|
|
Add Address |
X |
X |
|
|
Add Household |
X |
X |
|
|
Add Person |
X |
X |
|
|
| Household Information |
X |
X |
X |
X |
| Household Addresses |
X |
X |
X |
X |
| Household Fees |
X |
X |
X |
X |
| Household Members |
X |
X |
X |
X |
| Household Payments |
X |
X |
|
|
Addresses
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Add Address |
X |
X |
|
|
| Address Information |
X |
X |
X |
X |
| Related Households |
X |
X |
X |
X |
| School Boundaries |
X |
X |
X |
X |
| School Boundaries Override |
X |
X |
X |
X |
Census Reports
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Address Change Report |
X |
|
|
|
Census by Address Report
|
X |
|
|
|
| Census by Birthdate Report |
X |
|
|
|
| Census by School Boundary Report |
X |
|
|
|
Census Verification Report
|
X |
|
|
|
| Impact Aid Report |
X |
|
|
|
| Mailing Labels |
X |
|
|
|
| Missing Photo - Student report |
X |
|
|
|
| Staff Report |
X |
|
|
|
^ Back to Top
Communication
Communication Access for CounselorsMessenger
Click here to expand...
For the following tool rights, ALL is the only selection available.
| Tool |
All |
Read |
Write |
Add |
Delete |
|---|
| Messenger 2.0 |
X |
|
|
|
|
Message Types |
X |
|
|
|
|
General |
X |
|
|
|
|
Priority |
X |
|
|
|
|
| Recipient Log |
|
X |
|
|
|
Recipient Campus Fields |
|
X |
|
|
|
| Sent Message Log |
|
X |
|
|
|
^ Back to Top
Grading & Standards
Grading & Standards Access for CounselorsGrading Setup
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Assignment Mark Setup
|
X |
X |
X |
X |
Credit Group Setup
|
X |
X |
X |
X |
GPA Calculation Setup
|
X |
X |
X |
X |
Grading Comment Setup
|
X |
X |
X |
X |
Grading Scale Setup
|
X |
X |
X |
X |
Grading Task Setup
|
X |
X |
X |
X |
Missing Assignment Setup
|
X |
X |
X |
X |
Score Group & Rubric Setup
|
X |
X |
X |
X |
Standards Setup
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
School Standard Setup
|
X |
X |
X |
X |
Standards Alignment Wizard
|
X |
X |
X |
X |
Standards Bank
|
X |
X |
X |
X |
Standards Import Wizard |
X |
X |
X |
X |
Standards Replacement Wizard
|
X |
X |
X |
X |
Course Masters
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Add Course Master
|
X |
X |
X |
X |
| Course Master Information |
X |
|
|
|
Course Status
|
ALL |
|
|
|
Assessments |
X |
X |
X |
X |
| Categories |
X |
X |
X |
X |
| Grade Calc Options |
X |
X |
X |
X |
| Grading Tasks |
X |
X |
X |
X |
| Standards |
X |
X |
X |
X |
Grading & Standards Administration
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Auto Grade Wizard |
X |
X |
|
|
Course Catalogs
|
X |
X |
X |
X |
| Course Group Setup |
X |
X |
X |
X |
| Grading Window |
X |
X |
X |
X |
Grading Window Notifications |
X |
|
|
|
| Push All Course Masters |
X |
|
|
|
| Push All Courses |
X |
|
|
|
Grading & Standards Reports
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Class Rank Report
|
X |
|
|
|
| Course Audit Report |
X |
|
|
|
| Course Awaiting Push Report |
X |
|
|
|
Course Credit Report
|
X |
|
|
|
| Course Master Awaiting Push Report |
X |
|
|
|
Course Standards Report
|
X |
|
|
|
| Cumulative Labels |
X |
|
|
|
| eTranscript Batch |
X |
|
|
|
Electronic Release |
X |
|
|
|
| Grade Book Usage Report |
X |
|
|
|
| Grades Report |
X |
|
|
|
| Grading Changes Not Pushed Report |
X |
|
|
|
| Missing Assignment Report |
X |
|
|
|
| Report Card |
X |
|
|
|
| Residual Data Report |
X |
|
|
|
| Section Audit Report |
X |
|
|
|
| Snapshot Comparison |
X |
|
|
|
| Standards Alignment Report |
X |
|
|
|
| Student Credits Report |
X |
|
|
|
| Term GPA Report |
X |
|
|
|
| Transcript Audit Report |
X |
|
|
|
| Transcript Batch Report |
X |
|
|
|
^ Back to Top
Reporting
Reporting Access for CounselorsAd hoc Reporting
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Batch Queue |
X |
X |
X |
X |
Set Task Expiration |
X |
X |
X |
X |
Set Task Priority |
X |
X |
X |
X |
| Data Export |
X |
X |
X |
X |
Data Warehouse: Allow list data as source |
X |
X |
X |
X |
| Data Viewer |
X |
X |
X |
X |
| Filter Designer |
X |
X |
X |
X |
Data Warehouse: Allow list data as source |
X |
X |
X |
X |
Pass-through SQL FIlters |
X |
X |
X |
X |
Query Wizard Filters |
X |
X |
X |
X |
Selection Editor Filters |
X |
X |
X |
X |
User Group Filters |
X |
X |
X |
X |
State Owned Filters |
X |
X |
X |
X |
Export Filters |
X |
X |
X |
X |
| Letter Builder |
X |
X |
X |
X |
Data Warehouse: Allow live data as source |
X |
|
|
|
| Letter Designer |
X |
X |
X |
X |
User Group Formats |
X |
|
|
|
| Pivot Designer |
X |
X |
X |
X |
Group Rights |
X |
|
|
|
Data Warehouse: Allow live data as source |
X |
|
|
|
^ Back to Top
Scheduling & Courses
Scheduling & Courses Access for CounselorsScheduling
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Scheduling Center |
ALL |
|
|
|
| Course Planner |
X |
X |
|
|
Requests & Rosters
|
X |
X |
|
|
Modify Rosters |
X |
|
|
|
Can Overlad Sections |
X |
|
|
|
Can Override Strict Student Constraints |
X |
|
|
|
Delete Rosters |
X |
|
|
|
| Scheduling Board |
X |
X |
X |
X |
| Staff Planner |
X |
X |
|
|
Courses
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Add Course |
X |
|
|
|
Course Information
|
X |
X |
X |
X |
Push to Section |
X |
X |
|
|
| Course Assessments |
X |
X |
X |
X |
| Course Categories |
X |
X |
X |
X |
| Course Fees |
X |
X |
X |
X |
| Course Grade Calc Options |
X |
X |
X |
X |
| Course Grading Tasks |
X |
X |
X |
X |
| Course Rules |
X |
X |
X |
X |
| Course Sections |
X |
X |
X |
X |
| Course Standards |
X |
X |
X |
X |
| Section Attendance |
X |
x |
|
|
| Section Information |
X |
X |
X |
X |
| Section Grading by Student |
X |
X |
X |
X |
| Section Grading by Task |
X |
X |
X |
X |
| Section Guest Grade Book |
X |
X |
X |
X |
Grade Calc Options |
X |
|
|
|
Composite Grades |
X |
|
|
|
Categories |
X |
|
|
|
| Section Roster |
X |
X |
X |
X |
View IEP/Plan Icons |
X |
|
|
|
| Section Staff History |
X |
X |
X |
X |
| Section Student Detail |
X |
X |
X |
X |
Build Schedules
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Lunch Setup |
X |
X |
X |
X |
| Student Constraints Setup |
X |
X |
X |
X |
| Team (Scheduling Group) Setup |
X |
X |
X |
X |
Load Schedules
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Fill Counselor Wizard |
X |
|
|
|
Fill Teams Wizard
|
X |
|
|
|
Schedule Gap Filler
|
X |
|
|
|
| Student Gap Scheduler |
X |
|
|
|
Responsive Scheduling
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Responsive Schedule Designer |
X |
|
|
|
Responsive Schedule Section Builder
|
X |
|
|
|
Section Templates
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
Section Template Information
|
X |
X |
X |
X |
Generate Section Templates Wizard
|
X |
|
|
|
Mass Set Section Template Groups Wizard
|
X |
|
|
|
Scheduling & Courses Reports
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
| Blended Learning Gap/Overlap Report |
X |
|
|
|
Course Projections Report |
X |
|
|
|
| Master Schedule Report |
X |
|
|
|
| Open Rooms Report |
X |
|
|
|
| Request Batch Report |
X |
|
|
|
| Request Conflicts Report |
X |
|
|
|
| Request Detail Report |
X |
|
|
|
| Requests Satisfied Report |
X |
|
|
|
| Room Usage Report |
X |
|
|
|
| Schedule Batch Report |
X |
|
|
|
| Schedule Conflicts Report |
X |
|
|
|
| Schedule Units Report |
X |
|
|
|
| Seat Count Report |
X |
|
|
|
| Section Rosters Report |
X |
|
|
|
View IEP/Plan Icons |
X |
|
|
|
| Staff History Report |
X |
|
|
|
| Teacher Load Report |
X |
|
|
|
| Teacher Schedule Batch Report |
X |
|
|
|
^ Back to Top
System Settings
System Settings Access for Counselors
Click here to expand...
| Tool |
Read |
Write |
Add |
Delete |
|---|
System Preferences
|
X |
X |
X |
X |
Report Setup |
X |
X |
X |
X |
Additional Access Rights
General
For the following tool right, ALL is the only selection available.
| Tool |
All |
|---|
Allow unfiltered search
|
X |
Student Information Access for Counselors
Attendance Office Access for Counselors
Census Access for Counselors
Communication Access for Counselors
Grading & Standards Access for Counselors
Reporting Access for Counselors
Scheduling & Courses Access for Counselors
System Settings Access for Counselors