Set Up Data Management

To manage data, you must enable the related permissions for staff and students.

Staff user role permissions

Assign the following permissions to user roles so that staff can access and manage data in Naviance.

User role permission	Description
Export district data	Export data from Naviance for Districts.
Import district data	Import data into Naviance at the district level.

User role permission	Description
Export school data	Export data from Naviance.
Import school data	Import data into Naviance.
Remove imported school data	Undo data import.
Transfer student records	Initiate and review a student transfer.

Select the following edit permissions if you want students or parents to change their account information in Naviance Student.

Permission	Description
Edit personal and demographic information	Add or edit information in their account.
Edit email address	Add or edit the email address in their account.
Edit username	Change their username.
Edit password	Update their password.

Naviance does not recommend permitting students:

to edit their personal and demographic information or email address if you are importing student data via Clever, SchoolSync, or PowerSchool Data Integration.
to edit their usernames or passwords If students are logging into Naviance Student using Clever or Security Assertion Markup Language (SAML) single sign-on (SSO).

Permission	Description
Edit personal and demographic information	Add or edit information in their account.
Edit email address	Add or edit the email address in their account.
Edit username	Change their username.
Edit password	Update their password.

Naviance does not recommend permitting parents and guardians:

to edit their personal and demographic information or email addresses if importing parent and guardian data via SchoolSync.
to edit their usernames or passwords if logging in to Naviance Student using SAML SSO.