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How to Create and Manage Roles and Permissions in K12 Plus

Admin guide for creating new roles, copying permissions, and assigning roles to users within the K12 Plus Roles and Permissions workspace.

Roles and permissions in K12 Plus control what each user can see and do within the platform. This guide walks admins through viewing existing roles, creating new custom roles, copying permissions from an existing role, adjusting individual permissions, and assigning roles to users.

Who This Is For

K12 Plus admins with access to the Roles and Permissions section. This task requires admin-level login credentials.

Before You Begin

  • You must be logged in as an admin.
  • Identify the role you want to use as a permissions template before creating a new role.
  • Confirm which plan type (504, RTI, LPAC, Special Ed) the new role should have access to.

Steps

  1. Log in as admin — Access K12 Plus using your admin credentials.
  2. Access Roles and Permissions — Click Roles and Permissions from the left-hand menu.
  3. Review existing roles — Browse the list and click any role to view its current permissions.
  4. Create a new role — Click Add New Role, select the relevant plan type, and enter a descriptive name.
  5. Copy permissions from an existing role — Copy permissions from an appropriate existing role to use as a starting template.
  6. Modify role permissions — Add or remove specific access points as needed.
  7. Save the new role — Click Save and confirm a success message appears.
  8. Assign the role to users — When creating or editing a user account, select the newly created role from the role assignment field.
  9. Finalize role assignment — Confirm the user is saved with the correct role and their access reflects the configured permissions.

Tip: Start by copying permissions from an existing role that closely matches what the new role requires. It is faster to remove a few permissions than to build from scratch.

Troubleshooting

  • New role not appearing after saving — Refresh the Roles and Permissions workspace and ensure all required fields were complete.
  • Permissions not applying correctly — Confirm the user has been saved after the role change. The user may need to log out and back in.
  • Cannot access Roles and Permissions — This section requires admin-level access. Contact your district admin if the option is not visible.