Counselling Roles

The Counselling module has specific access Roles that are specific to it. This area helps understand what those roles are and what level of access each role has to the different areas and functionality within the module.

Director

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.

• 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

    • See all Confidential and Transition Notes

• Dashboard Tab

  • Access to all charts

Counsellor

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

The Counselling Module utilizes Dossier Roles that are managed by specific users at the District. The sync from PowerSchool only gives the user the Teacher role if the user is new. It is up to these users to update the Roles for staff from there.

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