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Managing Individual Permissions

Use special permissions to manage access for individual users

Updated this week

Default Permissions

All users can:

  1. View their own profile page, including all information submitted by or about them.

  2. View Dashboards and Reports that have been shared with them. (If none are shared, these tabs won't appear in the left-hand menu.)

  3. View and register for public learning opportunities listed in your organization, plus a log of events they've attended or submitted. (Requires Learning)

  4. View their own data from Coaching, Walks, or Evaluations, if configured to be shared with staff members. (Requires Foundations or Growth)

There are several special permissions that users don't have by default that can be enabled for specific users. Read on for more information, or use the links below to jump to a specific topic.

Administrative Permissions

This set of permissions grant users the ability to manage content across the KickUp platform. These permissions are typically reserved for high level leaders.

  • Manage Users: This administrative permission enables users to see and utilize the KickUp Directory. Users with this permission can invite new users to KickUp, create user groups, impersonate other users, and modify other users' groups and settings. This permission should only be held by highest-level KickUp system administrators at your organization.

  • Manage Dashboards: This permission enables users to create, edit, and view all dashboards.

  • Manage Reports: This permission enables users to create new reports, edit reports shared with them, and export all data from any report to which they have access.

  • Manage Shared Links: This permission enables users to create, edit and view all shareable report links, which can be used to share reports with non-logged-in stakeholders.

  • View Profile Pages: Enables users to search for and view the "Profile pages" of all KickUp users in your organization (e.g. coaches or school leaders could use this to review a teacher's profile before a meeting).

Permissions related to KickUp Foundations

  • Manage Coaching Instances: An administrative permission that enables users to create and manage coaching instances, including the rosters and any associated forms and settings. You generally will want to grant this permission to a small group of administrators overseeing coaching processes.

  • Manage Walks: An administrative permission that enables users to create and manage walks, including the rosters and associated form and settings. You generally will want to grant this permission to a small group of administrators overseeing walkthrough processes.

Permissions related to KickUp Growth

  • Manage Growth: An administrative permission that enables users to create and manage evaluation instances, including rosters and instance configurations. This permission should only be held by the select highest-level KickUp Growth administrators at your organization.

Permissions related to KickUp Learning

This set of permissions grant users the ability to manage content across KickUp Learning.

Note the hierarchical/nested nature of some of these permissions; users may not have a parent permission (such as Manage Events) without also having a permission that falls under it (such as Manage Event Attendance).

  • Manage Event Feedback Form: Enables users to edit and publish the district-level event feedback form.

  • Manage Tracks: Enables users to create, view, edit, and manage Tracks.

  • Manage Event Requests: Enables users to review, approve, update, and comment on out of district event requests submitted in your organization. Use the dropdown to specify whether a user has this permission for All users or for specific user group(s) in your organization.

  • Manage Events: This enables users to create new and edit existing learning opportunities, as well as manage registration and confirmation of event attendance.ย 

  • Manage Event Attendance: This enables users to view and manage event attendance, though it does not allow them to edit the events in your organization.

  • View Event Attendance: This enables users to view attendance for all events within your organization. This permission may also be scoped to a particular demographic attribute, e.g. a school.

  • Manage Collections: This enables users to create and edit collections that can be assigned to learning opportunities.

  • Create Collections: Enables users to create new collections.

  • Create Events: This enables users to create new learning opportunities, but not edit all the existing learning opportunities in your organization. Please note that this permission doesn't allow users to create new event collections.

  • Submit Events: Allows users to submit learning opportunities for approval that can be published or declined by users with Manage Events permission.

Enabling permissions for an Individual User

Only users with the Manage users permission can modify other users' permissions. This can be done in the Directory.

  1. Find the Manage section in In the sidebar Menu, then click Directory.

  2. Find the user you'd like to edit, and click on their name to edit.ย 

  3. In the Permissions section, click on any permissions you'd like to enable for the user.

  4. Click Save at the bottom of the page

Assigning Group Permissions

Permissions may be assigned to individuals or to dynamic groups. When a user belongs to a group with assigned permissions, they inherit those permissions automatically. This dramatically reduces administrative overhead for districts managing permissions across large user populations.

Check out the KickUp Academy Video:

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