Locate and click on the Switch Access link in the top left-hand part of the screen.
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Use the menu option to select the appropriate items from the three drop-down menus.
Note that the examples in this document will be different from your system.
Reporting Term
This is the date range for current or past programs.
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Security Role
The role chosen here determines the user’s access level to the system for the selected Organization. A permissions system controls which security roles can access which data (and if the data is editable or read-only) and which system functions each role can access. For example, a lower level user will not have permission to access the system's setup functionality.
Most users will only have one security role as an option in this drop down, but some may have more than one if they provide support to other users. By switching to the security role of the user they are supporting, they can see the screens as they appear to the user being supported; this can be helpful in understanding the area they have questions about.
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Organization
This is an entity that provides services to individuals, such as a School District, School, Site or Partner.
You can use the search bar to locate a specific organization by typing all or part of the Organization's name.
You can also "drill down" the Organization list by clicking on the drop-down arrows to the left of each Organization name; this will expand the list to display organizations "below" the Organization you selected. For example, if you choose "School Sites," you will see all the organizations that are part of the "School Sites" grouping.
If an organization is inactive in the selected Reporting Term, it may not be visible in the Organization drop-down menu.
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Once you’ve selected the desired options, click Switch Access
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After your screen refreshes briefly, the Switch Access window will close and you will then have access to the system with the Reporting Term, Security Role, and Organization you selected.
- How to Switch Access.pdf200 KB
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