Overview

Use Change role to temporarily view SchoolCash  (SCA) as a lower-level user for training, onboarding, or troubleshooting. While in the changed role, you only have the permissions of the selected role until you exit.

Before you begin


  • You can switch only to roles at a lower level than your own.

Steps

  1. In the top-right corner, click the Profile icon.
  2. From the menu, click Change role.
  3. On the Available roles screen, select the role you want to use and enter a reason for the change if required.
  4. Continue. You are switched to the selected role.

Exit role

  1. Click Exit Role from the top of the screen.
  2. You are returned to your default role and homepage.

Outcome

You view SchoolCash exactly as the chosen lower-level role. Only that role’s menus and permissions are available. Exiting returns you to your original role.

Troubleshooting

  • “Change role” is missing - Your account lacks the required permission. Ask a District Administrator to contact SchoolCash Support for assistance.
  • Target role not listed - You can only switch to roles below your own. Verify the role exists and is permitted for your user.
  • Cannot exit role - Use Exit Role from the top of the screen. If the option is not visible, sign out and sign back in.