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Directors have identical level of access as a Counsellor, the only difference is they can see all Confidential Notes/Transition Notes instead of just their own.

  • ReferralsReferral Tab

    • Create Referrals

    • Manage Referrals

      • Edit

      • Delete

      • Do an Action (Accept, Wait list, Deny)

      • Consent Obtained

  • Logs Tab

    • Create Logs

    • Manage Logs

      • View all logs

      • Edit

      • Delete

      • Update

      • See all Confidential and Transition Notes

  • Dashboard Tab

    • Access to all charts

Counsellor

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Counsellors can see other Logs for other Counsellors at their school, but they can only see their own Confidential Notes and Transition Notes.

  • Referral Tab

    • Create Referrals

    • Manage Referrals

      • Edit

      • Delete

      • Do an Action (Accept, Wait list, Deny)

      • Consent Obtained

  • Logs Tab

    • Create Logs

    • Manage Logs

      • View all logs

      • Edit

      • Delete

      • Update

  • Dashboard Tab

    • Access to all charts

Admin

  • Referral Tab

    • Create referrals

    • See read-only list of referrals

    • Access to Dashboard

Teacher

  • Referral Tab

    • Create referrals

Managing Roles

Please refer to the Manage User Roles area for detailed steps on how to manage roles for the Counselling module.

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