District admin guide
A District Administrator has the most extensive access of any role in Permission Click. A district administrator has complete access to the district account and all applicable School Edition accounts.
How to activate your account
District Administrators are often one of the first user roles to be onboarded. If your district is using Microsoft Active Directory integration, you will be able to access your account by simply clicking “Log in with Microsoft/Google” single sign-on with no additional activation required.
If your district is not integrating with Active Directory, you will need to activate your account by clicking the “Activate Now” link located in the activation email. If you need a copy of the activation email, please contact your account manager. The activation email is delivered from notifications@permissionclick.com.
Next-steps & things to consider
Once you have activated your account and logged in, you will have access to the District Dashboard, as well as to create templates, forms and access all School Edition accounts. Your account manager will provide you with training and support for creating forms, building and setting access to templates and managing all district edition use cases.
How does the District Admin account differ from other accounts?
District Administrators are able to access and update every aspect of the District and School Editions accounts. They have the highest level of access, including the ability to add users, build templates and forms, approve forms, manage responses and all other actions in the platform.
Adding & removing users
If your district has integrated with Active Directory, users are automatically managed via the integration. If your district is not integrated with Active Directory, you can add users manually. From the “Admin” menu in the top menu of both District Edition and School Edition accounts, select “User Management”. From this screen you can add, edit and delete users. When you add a new user, an automated activation email is sent to from notifications@permissioncick.com.
You can resend invitation emails to individual users by selecting them and choosing “Resend Invitation”, or to all invited users at once by selecting “Resend All Invited” at the top of the user screen.
How to manage and monitor your district
As a district Administrator, you have access to all forms and responses within your district account as well as all School Edition accounts. To navigate to a School Edition account, click on your navigation bar in the upper right-hand corner and choose “Select Account” to access a list of school edition accounts.
Most common use cases for District Administrators
These are just a few of the most common use cases:
Building and managing templates
Building and managing district workflows
Building and managing district forms
Approving documents
Approving form responses