What are the ConexED User Roles?

User Roles in ConexED

Every user in ConexED is assigned a role, which determines the platform features they can access and the data they are authorized to view. Upon initial set-up, the default role assigned to ALL users is student.

Student Role

Primary Purpose:
The Student Role is designed for students to access only their own information.

Access and Permissions:

• The Student Dashboard
• Student Support Directory
• Personal calendar and profile settings
• Personal meeting archives and chat history
• Notifications and Announcements
• Milestones Progress Mountain and To-Do List
• Scheduled Meetings and Event

Additional Notes:
All users start with the Student role to ensure data security. A role upgrade can be requested via the Request Role Upgrade tool (when available) or through a campus supervisor. Users retain their current role until the upgrade is approved and processed.

Front Desk Agent Role

Primary Purpose:
Ideal for employees or student workers who focus on reception tasks, appointment scheduling, and drop-in line management.

Access and Permissions:

• Group calendars for all assigned groups
• Student Lookup tool (limited by permission settings)
• Schedule and manage appointments and drop-ins for assigned groups
• Modify appointment details: cancel, extend, reschedule, check-in/out

Additional Notes:
This role is not intended for users who hold formal meetings or drop-ins themselves.

Student Worker Role

Primary Purpose:
Designed for student workers who meet with students (e.g., peer tutors, student ambassadors).

Access and Permissions:

• Student Lookup tool (with permission-based restrictions)
• View limited system data and meeting history
• Modify appointment details: cancel, extend, reschedule, check-in/out

Additional Notes:
Student Workers can also be assigned to other groups as Front Desk Agents to support scheduling tasks or serve as virtual lobby moderators.

Faculty/Staff Role

Primary Purpose:
For employees who actively meet with students, prospective students, or campus visitors.

Access and Permissions:

• Group calendars for all assigned groups
• Profile settings and individual reports
• Appointment, drop-in and queued meeting access 
• Personal meeting archives and chat history

Additional Notes:
Users with this role can also be assigned to other groups as Front Desk Agents to support scheduling or virtual lobby management needs.

Group Manager Role

Primary Purpose:
For employees who manage or oversee specific campus service area groups.

Access and Permissions:

• Admin privileges for the group calendar. 
• Group Setting Tabs to configure group locations, templates, Locations, Login Type, Forms, and Settings
• Master Scheduler Tab to manage employee availability through Office Hours
• Report Tab to analyze Group Meeting and Activity data
• Kiosk and Queuing settings
• Access to student/user data within assigned groups
• In addition, all Faculty/Staff permissions apply to this role

Additional Notes:
Being assigned the Group Manager role does not automatically provide full access to group data. Both the role assignment and group placement in the Group Admin section determine access levels. Group Managers can also be assigned to additional groups as Front Desk Agents if needed.

Department Director Role

Primary Purpose:
For directors or managers overseeing multiple campus groups or departments.

Access and Permissions:

• All Group Manager permissions
• Data, users, and reports across assigned groups and departments
• Access to analytics and departmental settings

Scheduling Control Center:

• Access to the Master Scheduler
• Manage Schedule Exceptions and Reason Codes
• Department-level reporting tools

Additional Notes:
Department Directors can be assigned at the group level or at the department level as Department Admins.

Institutional Administrator Role

Primary Purpose:
This role is granted to a select group of users at the district or institution level, offering comprehensive platform control.

Access and Permissions:

• All settings, data, and reports across all departments and groups
• Role management: upgrade/downgrade user roles
• Meeting archives, chat history, appointment management, and analytics

Admin Panel Access:

• View all user activity and recordings
• Add or delete departments, groups, and users
• Access backend settings via the gear icon in the upper right toolbar

ConexED Administrator Role

Primary Purpose:
This is the highest-level administrative role, ideally assigned to a small number of designated ConexED system managers.

Access and Permissions:

• Full access to all settings, data, analytics, appointments, archives, and user accounts across the institution
• Authority to assign or change any user role

Admin Panel Access:

• Configure institution-wide settings, including integrations and login types
• Manage departments, groups, locations, users, and reason codes
• Monitor user activity across all areas
• Access via the gear icon in the upper right toolbar; use the Settings tab for configuration

Best Practice:
To maintain data security and oversight, limit this role to a small number of trusted users.