Everyone in Proserva has a role. It decides which portal they work in and what they can change for other people. Whatever their role, everyone can take courses, renew their license, be observed and set goals.
The three roles
Role | Who it's for | Where they work |
Standard Teacher | Teachers, coaches and most staff. | Teacher Portal |
Site Admin | School admins, such as principals. | The Site Portal of each school they look after |
Network Admin | District admins. | District Portal |
Coaching isn't a role. Anyone can coach. An admin ticks Give Coaching Access on their profile, and they get the Coach tab.
Who can do what
Standard Teacher | Site Admin | Network Admin | |
Take courses, renew their license, be observed, set goals | ✅ | ✅ | ✅ |
Start observations | ✅ | ✅ | ✅ |
Use a school's Site Portal | — | Their schools | Schools they're added to as an admin |
Use the District Portal | — | — | ✅ |
Edit other people's profiles and give coaching access | — | People at their schools | Anyone in the district |
Change someone's role | — | — | ✅ |
Add people and schools | — | — | ✅ |
Open Reports (Beta) and Insights | Coaches only | ✅ | ✅ |
Insights shows only when Coaching Insights is on for your district. The Proserva team turns it on or off for you: ask us.
Change someone's role
Only district admins can change roles, and nobody can change their own. In the District Portal, go to Manage › Users, click the person's name, then click Edit. On the Profile tab:
Pick their Role: Standard Teacher, Site Admin or Network Admin.
Tick Give Coaching Access to make them a coach. School admins can do this for people at their school too.
Click Save Changes.
Make someone a school admin
A school admin needs two things: the Site Admin role, and a place on their school's list of admins. A district admin sets up both:
Set their Role to Site Admin, as above. When they sign in, Proserva then opens the Site Portal of the school on their profile.
In the District Portal, go to Manage › Schools. In the school's row, click + under Site Admin(s).
Search for them in Add Site Admin and click Invite. Site Portal now shows in their menu, and they can edit the profiles of people at that school.
Good to know
Start with the least access someone needs. It's easy to add more later.
Coaches see their coachees' progress on the Coach tab, but they can't edit their profiles.
Picking Administrator when you create an account doesn't make you an admin. Every new account starts as Standard Teacher, and a district admin sets the role.
Common setups
Principals and assistant principals: Site Admin, on their school's list of admins.
District office staff: Network Admin.
Instructional coaches: Standard Teacher with Give Coaching Access. Make them a school admin only if they need to see everyone at the school.
Teachers and specialists: Standard Teacher.