Learn how user permissions in the legacy SchoolMint enrollment system equate to user permissions in Enroll
| SchoolMint Legacy Permission | SchoolMint Legacy Description | Enroll Permission | Enroll Description |
| Access to Tabs | Enrollment Description | Enroll Permission | Enroll Description |
| View Dashboard Tab | Ability to view Dashboard tab from the navigation bar | No related permission | |
| View Students Tab | Ability to view Students tab from the navigation bar | View Students | Allows the admin to ONLY view the student record *If this is selected, then no other student edit/update settings will work* |
| View Reports Tab | Ability to view Reports dropdown from the navigation bar. You can set which reports they see at the individual report level. | View Reports | Allows the admin to view reports *Must be selected for edit/create settings to work* |
| View Communications Tab | Ability to view Communications dropdown tab from the navigation bar | Send Bulk Emails (Users/Bulk Permissions) | Allows the admin to send bulk emails/ Allows the admin to send bulk emails from the student's tab |
| View Admissions Tab | Ability to view Admissions dropdown tab from the navigation bar. There are separate permissions to show/hide specific items in the dropdown | Managed with permissions within each module:
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| View Settings Tab | Ability to view Settings tab from the navigation bar. There are separate permissions to show/hide specific sections on the Settings page. | Managed individually based upon the needed Settings:
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| Application Actions | Enrollment Description | Enroll Permission | Enroll Description |
| Accept Offers | Ability to accept offers on behalf of the parents | Edit Applications | Allows the admin to edit applications |
| Cancel Applications | Ability to cancel submitted applications on behalf of parents | Withdraw Applications | Allows the admin to withdraw applications |
| Create Applications | Ability to create and submit new applications on behalf of parents | View Students | Allows the admin to ONLY view the student record *If this is selected, then no other student edit/update settings will work* |
| Decline Offers | Ability to decline offers on behalf of parents | Edit Applications | Allows the admin to edit applications |
| Edit Applications | Ability to edit applications on behalf of parents from the Student profile page, including changing the submission date and changing answers to questions that can impact the priority status of that application | Edit Applications | Allows the admin to edit applications |
| Manage Draft Applications | Ability to continue and follow up on applications saved as drafts | Login as Guardian/View Applications (Unsubmitted applications) | Login as Guardian - Allows the Admin to login as guardian user and view/interact with the system as that guardian user Note: All usage and edits are still tracked as the original user. View Applications - Allows the admin to view applications (submitted, not submitted, withdrawn) *If admins should ONLY see applications but not edit, then only this should be selected; Must be selected for edit/update settings to work* |
| Application Index Bulk Actions | Ability to select 1 or more applications from the Application Index page, and perform a bulk action on them | Bulk Send Emails/Bulk Set Eligibility/Download Attachments | Bulk Send Emails - Allows the admin to send bulk emails Bulk Set Eligibility - Allows the admin to bulk set application eligibility status Download Attachments - Allows the admin to download file uploads from applications or registrations in bulk *View Applications and/or View Registrations* |
| Rescind Offers | Ability to rescind or take back offers. Offers can be rescinded if a parent fails to accept or decline an offer after a period of time | Edit Applications | Allows the admin to edit applications |
| Revert Application Status | Ability to revert the status of an application to a previous status from the Student Profile page. For example, changing the app from “Accepted” to “Offered”, if the parent changed their mind | Edit Applications | Allows the admin to edit applications |
| Withdraw Applications | Ability to withdraw applications on behalf of parents | Withdraw Applications | Allows the admin to withdraw applications |
| Move to Waitlist | Ability to move applications from Submitted to Waitlisted as a bulk action on the Application Index and from the Applicant Profile for an individual application | Move Individual Placements | Allows the admin to adjust student placements and edit lottery status |
| Transition Index | Ability to manage offers for students applying to another school | Move Individual Placements | Allows the admin to adjust student placements and edit lottery status |
| Application Index Bulk Actions | Enrollment Description | Enroll Permission | Enroll Description |
| Apply Priority Bulk Action | Ability to edit the priorities attached to an individual or select group of applications from the Application Index Bulk Action Menu. NOTE: All applications must be for schools using the same lottery configuration | No related permission | |
| Cancel Application Bulk Action | Ability to cancel an individual application or select group from the Application Index Bulk Action Menu | No related permission | |
| Change Grade Bulk Action | Ability to change the grade applying to for an individual or select group of applications from the Application Index Bulk Action Menu | No related permission | |
| Change School Bulk Action | Ability to change the school applying to for an individual or select group of applications from the Application Index Bulk Action Menu | No related permission | |
| Change Submission Date Bulk Action | Ability to change the submission date for an individual or select group of applications from the Application Index Bulk Action Menu | No related permission | |
| Move to Open Enrollment Bulk Action | Ability to update the Enrollment Status for an individual or select group of applications to Open Enrollments from the Application Index Bulk Action Menu | No related permission | |
| Move to Post Enrollment Bulk Action | Ability to update the Enrollment Status for an individual or select group of applications to Post Enrollments from the Application Index Bulk Action Menu | No related permission | |
| Send Set Password Message Bulk Action | Ability to send the Password Reset notification to an individual or select group from the Application Index Bulk Action Menu | Bulk Send Emails (Users) | Allows the admin to send bulk emails from the student's tab |
| Withdraw Application Bulk Action | Ability to Withdraw an individual or select group of applications from the Application Index Bulk Action Menu | No related permission - Gap feature | |
| Events and Communications | Enrollment Description | Enroll Permission | Enroll Description |
| Manage Events | Ability to create new events and manage existing events | Modify Events/Edit RSVPs/Delete RSVPs | Modify Events - Ability to create, edit, and delete events Edit RSVPs - Access to edit RSVPs Delete RSVPs - Access to delete RSVPs |
| Add Events | Ability to add new events | Modify Events | Ability to create, edit, and delete events |
| Manage Event RSVPs | Ability to create new event RSVPs and manage existing event RSVPs | Edit RSVPS | Access to edit RSVPs |
| Edit/Destroy Event RSVPs | Ability to edit/destroy event RSVPs | Delete RSVPs | Access to delete RSVPs |
| Manage Text Message and Email Templates | Ability to manage the trigger messages that are sent out automatically such as confirmation messages. | Send Bulk Emails (Users)/Content and Letters | Send Bulk Emails - Allows the admin to send bulk emails from the student's tab Content and Letters - Allows the admin to view/edit the Content & Letters settings module |
| Send Messages to Groups | Ability to send ad-hoc emails and text messages to selected group | Send Bulk Emails | Allows the admin to send bulk emails from the student's tab |
| Send Messages to Individuals | Ability to send ad-hoc emails and text messages to individuals from index and report pages | Send Bulk Emails/Create Guardian Notes/View/Edit Notes | Send Bulk Emails - Allows the admin to send bulk emails from the student's tab Create Guardian Notes - Allows admin to create a note on application page View/Edit Notes - Allows the amin to view/edit notes on application page |
| Form Configuration and Management | Enrollment Description | Enroll Permission | Enroll Description |
| View Manage Forms | Ability to view Application Forms, Custom Forms, and Payment Forms | Manage Forms | Allows the admin to view/edit the Forms settings module |
| Manage Forms | Ability to create application forms and custom forms, and edit existing forms | Manage Forms | Allows the admin to view/edit the Forms settings module |
| Manage Interest Tracker | Ability to view and add interest tracker events | No related permission - Gap feature | |
| View and Manage Year-Round Forms | Ability to view submitted year-round forms (permission slips, payments, etc.), and modify them on behalf of families | No related permission - Gap feature | |
| Configure Print Templates | Ability to configure print templates for custom forms | No related permission - Gap feature | |
| Lottery | Enrollment Description | Enroll Permission | Enroll Description |
| Manage Open Seat Setup | Ability to set the number of open seats that are available to be filled in a lottery or match process | Manage Cutoff Numbers | Allows the admin to update cutoff numbers for lottery runs |
| View Lottery Results | Ability to review the results of the lottery or match process | View Lottery Dashboard | Allows the admin access to run new lotteries and view completed lotteries |
| View Lottery Dashboard | Ability to run lotteries and see which lotteries have been run on the lottery dashboard | View Lottery Dashboard | Allows the admin access to run new lotteries and view completed lotteries |
| View Open Seat Setup | Ability to view the amount of open seats that are available to be filled in the lottery or match process | View Cutoff Numbers/Manage Cutoff Numbers | View Cutoff Numbers - Allows the admin to view but not edit cutoff numbers for lottery runs *Must be selected for edit/update settings to work* Manage Cutoff Numbers - Allows the admin to update cutoff numbers for lottery runs |
| View Lottery Setup | Ability to view lottery configurations. This setting is ignored if “Manage Lottery Setup” is turned on. | No related permission | |
| Manage Lottery Setup | Ability to create and edit configurations. “View Lottery Setup” is ignored if this setting is turned on | Lottery/Manage Priorities | Lottery - Allows the admin to view/edit the Lottery settings module Manage Priorities - Allows the admin to change the priority settings for a lottery |
| Offers and Assignments | Enrollment Description | Enroll Permission | Enroll Description |
| Make Offers | Ability to make offers from Admissions>Make Offers, Application Index>Bulk Action>Make Offers, and the Student Profile page | Move Individual Placements/Run Lottery | Move Individual Placements - Allows the admin to adjust student placements and edit lottery status Run Lottery - Allows the admin to run a lottery |
| Manage Offers | Ability to accept/decline offers on behalf of parents, or rescind any outstanding offers to make room for other eligible students | Edit Applications/Move Individual Placements | Edit Applications - Allows the admin to edit applications Move Individual Placements - Allows the admin to adjust student placements and edit lottery status |
| Offer Out Of WL Order | Ability to extend offers or assignments to applicants in any order on the waitlist | Move Individual Placements | Allows the admin to adjust student placements and edit lottery status |
| Manage Offers for Receiving School | Ability to accept any offers on behalf of parents applying to another school | Access Current Student Records (Program restrictions may affect actions)/+Edit Applications | Access Current Student Records - Allows admin to access current student records Edit Applications - Allows the admin to edit applications |
| Organization Settings | Enrollment Description | Enroll Permission | Enroll Description |
| View Add and Manage Schools | Ability to view Add and Manage Schools page | Schools/Programs | Allows the admin to view/edit the Schools/Programs settings module |
| Set Up Calendars and Dates | Ability to access and edit the Academic Calendar to update the Application, Open Enrollment, Registration, and/or Re-Registration periods, along with Age/Grade cutoffs | Date & Time | Allows the admin to view/edit the Date & Time module (time zone, parent access, app & reg open and close dates) |
| Manage Schools | Ability to edit school details (address and website) and set individual grade preferences for schools the admin is assigned to. NOTE: Only Super Admin can add new schools and update the grades served for existing schools. | Schools/Programs | Allows the admin to view/edit the Schools/Programs settings module |
| Configure Student Tags | Ability to create, edit, and delete student tags | Custom Data | Allows the admin to view/edit the Custom Data settings module |
| View Go Live Dashboards Application Readiness Tab | Ability to view the Go Live Dashboards Application Readiness Tab and validate system configurations |
No related permission - Gap feature |
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| View Go Live Dashboards Lottery Readiness Tab | Ability to view the Go Live Dashboards Lottery Readiness Tab and validate system configurations | Run Lottery + Schools/Programs | Run Lottery - Allows the admin to run a lottery Schools/Programs - Allows the admin to view/edit the Schools/Programs settings module |
| Call for Automated SFTP Exportinfo | Use the SchoolMint API to demand for automated SFTP exports | Sync Service Full Access | Allows admin full access to Sync Service settings |
| Priorities | Enrollment Description | Enroll Permission | Enroll Description |
| Validate Priorities | Ability to validate (approve or deny) priorities that were given to an application | Edit Applications | Allows the admin to edit applications |
| Re-Enrollment Actions | Enrollment Description | Enroll Permission | Enroll Description |
| Manage Re-Enrollments | Ability to see the re-enrollment packet submitted by parents, review the documents, and mark them as verified | View Registrations/Edit Registration | View Registrations - Allows the admin to view registration forms Edit Registrations - Allows the admin to edit registration forms |
| Transfer Re-Enrollments | Ability to transfer students re-enrolling in a school to another school | No related permissions - Gap feature | |
| Registration Actions | Enrollment Description | Enroll Permission | Enroll Description |
| Manage Registrations | Ability to see the registration packet submitted by parents, review the documents, and mark them as verified | View Registrations/Edit Registration | View Registrations - Allows the admin to view registration forms Edit Registrations - Allows the admin to edit registration forms |
| Transfer Registrations | Ability to transfer students registering in a school to another school | No related permissions - Gap feature | |
| Reports | Enrollment Description | Enroll Permission | Enroll Description |
| View Student Index | Ability to view a report of all the students in the system. This gives admins access to the students in the organization | Create Custom Reports | Allows the admin to create their own reports to use |
| View Application Index | Ability to view a report of applications in the system | Create Custom Reports | Allows the admin to create their own reports to use |
| View Accounts Without Applications Report | Ability to view a report detailing accounts associated with the organization which do not yet have an application submitted | Create Custom Reports | Allows the admin to create their own reports to use |
| View Applicant Notes Report | Ability to view a report of all the notes that have been logged by admins in the system. This is a way to track admin communication around student records. | Create Custom Reports | Allows the admin to create their own reports to use |
| View Age/Grade Inconsistencies Report | Ability to view a report based on age and grade inconsistencies | Create Custom Reports | Allows the admin to create their own reports to use |
| View Change History Report | Ability to view a report that details all changes made to active students and guardian demographic information | View Students/View Applications/Edit Workflow Notifications | View Students - Allows the admin to ONLY view the student record *If this is selected, then no other student edit/update settings will work* View Applications - Allows the admin to view applications (submitted, not submitted, withdrawn) *If admins should ONLY see applications but not edit, then only this should be selected; Must be selected for edit/update settings to work* Edit Workflow Notifications - Allows the admin to create and edit existing workflow notifications |
| View Custom Reports | Ability to view and download any custom reports that were created for your organization. Custom reports can be requested through your SchoolMint CSS | View Reports | Allows the admin to view reports *Must be selected for edit/create settings to work* |
| View Duplicate Applications Report | Ability to view a report that shows possible duplicate applications (because name, birthdate, and other attributes match), and take actions to reconcile those applications | View Students/Custom Data | View Students - Allows the admin to ONLY view the student record *If this is selected, then no other student edit/update settings will work* |
| View Interested Families Reports | Ability to view the Interested Families Report as well as analytics around submitted interest forms | No related permission - Gap feature | |
| View Number of Applications Report | Ability to review a report that shows a timeline of applications submitted to each school | View Applications (Quick Filters) | Allows the admin to view applications (submitted, not submitted, withdrawn) *If admins should ONLY see applications but not edit, then only this should be selected; Must be selected for edit/update settings to work* |
| View Sibling Applications Report | Ability to view a report that details applications that indicate the applicant has a sibling who is attending or has graduated | View Applications (Quick Filters) | Allows the admin to view applications (submitted, not submitted, withdrawn) *If admins should ONLY see applications but not edit, then only this should be selected; Must be selected for edit/update settings to work* |
| View Unconfirmed Addresses Report | Ability to review a report that highlights those addresses that parents were not able to confirm using the Address Verification tool and therefore need additional review | Create Custom Reports/Edit Applications (Dynamic Views) | Create Custom Reports - Allows the admin to create their own reports to use Edit Applications - Allows the admin to edit applications *Dynamic Views* |
| School Finder | Enrollment Description | Enroll Permission | Enroll Description |
| Submit for Review | Ability to submit content for review. Content must be accepted before it goes to the live site | No related permission - Gap feature | |
| Approve Changes | Ability to review changes submitted by others and then approve/reject them | No related permission - Gap feature | |
| Manage Public Status | Ability to mark a profile or webpage as public so that it is visible to the public | Schools/Programs | Allows the admin to view/edit the Schools/Programs settings module |
| View Change History | Ability to see the changes that are made to a profile or page and whether they were accepted or rejected. This does not include the permission to accept or reject the changes. | No related permission - Gap feature | |
| Access Editor | Ability to access the Editor through the SchoolFinder link in the navigation bar | Manage Forms/Create/Edit Finder Forms | Manage Forms - Allows the admin to view/edit the Forms settings module Create/Edit Finder Forms - View and edit access to Finder forms and Finder settings on Programs |
| Access Platform Content | Ability to access the Platform Content page in the SchoolFinder settings | No related permission - Gap feature | |
| SIS Integration | Enrollment Description | Enroll Permission | Enroll Description |
| Sync to SIS | Ability to sync all data in SchoolMint to the SIS | Sync Service Full Access/Limited Access | Sync Service Full Access - Allows admin full access to Sync Service settings Sync Service Limited Access - This permission enables edit permissions for Schools/Programs, Students, Applications, and Cutoff numbers. Admins cannot access the “Enable Export” and “Enable Import” buttons on the connection cards. |
| Configure Transformations | Ability to add/remove transformations to SIS fields | Sync Service Full Access | Allows admin full access to Sync Service settings |
| Export to SIS | Enrollment Description | Enroll Permission | Enroll Description |
| Push to SFTP Server | Ability to take the sync to SIS export and directly push it into an SFTP server | Sync Service Full Access | Allows admin full access to Sync Service settings |
| Student Profile | Enrollment Description | Enroll Permission | Enroll Description |
| Add Guardian | Ability to add a guardian from the Student Profile page | Edit Student/Edit Guardians | Edit Students - Allows the admin to edit the student record Edit Guardians - Allows the admin to edit parent/guardian accounts |
| Add Note | Ability to write notes about individual applicants that are shared with other admins on the Student Profile page | View Students/View Applications/View Registration/Create Guardian Note | View Students - Allows the admin to ONLY view the student record *If this is selected, then no other student edit/update settings will work* View Applications - Allows the admin to view applications (submitted, not submitted, withdrawn) *If admins should ONLY see applications but not edit, then only this should be selected; Must be selected for edit/update settings to work* Create Guardian Note - Allows admin to create a note on application page |
| Add Sibling | Ability to add a sibling student to an existing account from the Student Profile page | No related permission - Gap feature | |
| Change Account Username | Ability to change a parent account’s login username from the Student Profile page | Edit Guardians (From Users, not Student Profiles) | Allows the admin to edit parent/guardian accounts |
| Change Account Password | Ability to set a parent account’s login password from the Student Profile page | Edit Guardians (From Users, not Student Profiles) | Allows the admin to edit parent/guardian accounts |
| Change Family Status | Ability to change the family status from the Student Profile page | No related permission - Gap feature | |
| Edit Student | Ability to edit the information about the student from the Student Profile page, including the name, birthdate, address, and gender | Edit Student | Allows the admin to edit the student record |
| Edit Guardian | Ability to edit a guardian from the Student Profile page, including name, address, relationship to student, and contact information | Edit Guardians/Edit Applications | Edit Guardians - Allows the admin to edit parent/guardian accounts Edit Applications - Allows the admin to edit applications |
| View Student Profile | Ability to view the profile for each student on the Student Profile page, including guardian information, notes, and a history of their changes | View Students | Allows the admin to ONLY view the student record *If this is selected, then no other student edit/update settings will work* |
| Apply Student Tags | Ability to add and remove tags from a student from the Student Profile page, Application Index, and Student Index pages | No related permission - Gap feature | |
| Change Student to Any School | Ability to change the school of a student to any school in the org | No related permission - Gap feature | |
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