Administrative Guide

Learn the basics of SameGoal administration. Most actions below may be completed only by a user with an administrative account.

• Admin Training Video

Users link

• Add user accounts
• Manage user accounts
• Delete/undelete user accounts

User roles link

• What are user roles
• Manage user roles
• Delete/undelete user roles
• Assign user roles/building permissions
• Gen Ed Staff Access

Students link

• Students
• Add students
• Update students
• Delete/undelete students
• Collapse student records

Student building and grade level link

• Buildings
• Manage buildings
• Delete/undelete buildings
• Grade level
• Manage grade level

Forms and documents link

• Form settings
• Delete/undelete forms
• Mark documents incomplete (for correction)
• Undelete documents
• District-to-District transfer
• Permanently purge student document(s)
• Translation requests

Reports link

• Running reports
• Report settings
• Navigating reports
• Troubleshooting and FAQs

Misc. settings link

• Building Calendars
• Bulk loader
• District banks
• District information
• Student Information System integration
• Administrative options
  • Document validation
  • Electronic signatures
  • Draft watermark
  • District-to-district transfer
  • Translation options
• Technical settings
  • User authentication
  • Linked accounts reauthentication interval