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Managing User Accounts

Update a user's role or school, and manage access as your team changes.

As responsibilities shift, you can update the people in your district. Tech admins and HR directors manage user accounts.

Updating a user

From your users settings, you can adjust a user's:

  • Role — for example, moving an evaluator to assistant principal. See Understanding roles and permissions.
  • School — for school-based roles, the school they're assigned to.

[SCREENSHOT: User detail settings]

When someone leaves

When a team member no longer needs access, update or remove their account so it reflects who's currently on your team. Past observations and reports they created remain part of your district's records.

Note: A person's role controls what they can see. If a user reports they're missing a feature — like Analytics or Settings — check that their role is correct.

Who can manage accounts

  • Tech admins can manage users and schools and configure the district.
  • HR directors can manage users.

For inviting new people, see Inviting users.


Need more help? Contact support.