Configure User Roles
Users with the role permissions to do so can create and manage user roles (for example, Student, Teacher, and School Admin)on the Role Config page.
In most cases, user role configuration is set up as part of the program implementation process.
For environments using nightly feeds...
Pearson recommends that user roles should not be given Edit access to settings that update nightly. Data uploaded nightly should be set to View only.
This might include Rostering settings (for example, Users, Orgs, Classes, and so on).
Step-by-Step
- Select System, and then select Role Config.
The Role Config page contains three main sections.
- Select an existing role to view or edit its permissions.
- Select a Basic Role Setup category tab to view or edit permissions in that category for the selected role.
- Select Add New Role to create a new user role with unique permissions.
- Select an existing role, then select the Duplicate Role button to copy the role.
- Select Export Role Configuration to export the settings to an Excel spreadsheet.
- Reference the expandable sections below to define settings for a new role. Each tab corresponds with the main navigation menu in ADAM, to the left of the screen.
For many of the data elements in the following section, you must select Hide, View, or Edit to specify whether users assigned that role:
- Cannot view that data (Hide)
- Can only view that data (View)
- Or, can edit that data (Edit)
Role Name: Enter a meaningful name for the role (for example, School Test Coordinator).
Role Type: Select one of six predefined role types. Each predefined role type can only be used once, except for Other.
- For example, you can create multiple user roles called District Admin, but only one of those roles can be set to the District Admin role type.
Role Access Level: Enter an access level from 1 to 50. Users can only view other users with an access level equal to or lower than their own access level.
- For example, a Teacher role with access level 2 cannot see an Admin role with an access level of 3.
- Users with permission to edit other users can create or edit new users with an access level equal to their own.
- You can update the access level as needed to make room for additional roles later.
Landing Page: Select the ADAM page you want the user role to see after they log in to ADAM (for example, /landing (Landing) for the home page).
- Students should start at /my_classes
- Teachers at /landing or /my_classes
PII Access: Select whether this role can view Personally Identifiable Information (PII).
- Set PII access to On if the role has permission to view or edit users in Rostering.
- This setting applies only to first and last names, not demographic information.
Permission Scope: Select Self or Org.
- Self grants the role access only to their own personal organization scope (for example, a teacher can see only their own classes).
- Org means the role can see their organization and all child organizations (for example, a district admin can see all the schools in their district).
- Most roles can be set to Org, but Student and Teacher roles must always be set to Self.
Profile: Allows the role specific access to their personal profile.
- View allows the role to only view their profile. Always set Students to View access.
- Edit allows the user to change their password, first name, and last name. DO NOT give Edit access to users who sign in through a portal.
Roles: Allows the role to either view or edit the Role Config page and Client Settings. Limit Edit access to internal Pearson roles.
Help Link: Select Off or On to allow the role to access the Help link from the user dropdown.
- The Help link can open any URL defined in System > Client Settings.
- ADAM Support URL: https://support.assessment.pearson.com/x/LgD5BQ
Create Bulletins: Allows the role to view or edit bulletins on the System > Bulletin Board page.
- Edit allows the role to create, edit, or delete a bulletin. All roles selected as the audience for a bulletin see it on the homepage regardless of this setting.
- Send Bulletin Emails - Select Off or On to allow the role to send notification emails to the selected audience when creating a bulletin.
Roster Uploads: Select On to allow the role to upload rosters from the Rostering > Roster Upload page.
- For each sub-setting, select On for the data the role can upload (for example, Orgs, Academic Sessions, Courses, and so on).
- When using a data sync, select Off.
Users with view or edit permissions can access the applicable data elements by navigating to the pages as indicated below. When applicable, additional details are included.
Academic Sessions: Rostering > Academic Sessions
Orgs: Rostering > Orgs
Courses: Rostering > Courses
Classes: Rostering > Classes
Users: Rostering > Users
- Preferred Names: Select On to give the role permission to view/edit the Preferred First Name and Preferred Last Name fields on the Rostering > User page. This permission gives access to only these fields on the User page. For more information, see Using Preferred Names in ADAM.
- Limit Role Assignments: Select On to limit the role from assigning users to certain roles unless selected in the Permitted Roles dropdown. They will also not be able to reassign roles that they do not have permission for.
- Accommodations: Allow the role to view or edit the Accommodations tab in the user record.
- Limit Accommodations Editing: Select On to limit the role's Edit access to specific accommodations.
- Select Limit Editing in System > Client Settings to lock each accommodation as needed.
- Administrations: Allow the role to access the Administrations tab in the user (student) record.
- History: Allow the role to access the History tab in the user record. This tab logs any changes to the user record.
- View Demographics: Select On to allow the role to view all or some user demographics when available. Give this permission only to roles that should be allowed to see this information. If you select On, select, Hide, View, or Edit on each of to specify which demographics the role can access in the sub-settings below:
- General: Sex and date of birth
- Race & Ethnicity: Standard Federal classifications
- Educational Classifications: Gifted & Talented, IEP, English Language Learner...
- Economic & Family Status: Migrant, Free Lunch, Parents in Military...
- Other: City of Birth, State of Birth, Country of Birth, Other Accommodations, Primary Exceptionality, Public School Residence Status
- Select Limit Editing in System > Client Settings to lock each accommodation as needed.
- Parents/Guardians: Allow the role to view or edit the Parents/Guardians tab in the student record.
- Login as User: Allows the role to sign in as another user from the Actions column on Rostering > Users.
- Give this permission only to admin-level and higher roles that need it for testing, troubleshooting, or training. DO NOT give this permission to Teacher or Student roles.
- Give this permission only to admin-level and higher roles that need it for testing, troubleshooting, or training. DO NOT give this permission to Teacher or Student roles.
Submit Requests: Create New Request button in the banner (allows the role to submit student transfer requests).
- Lower-level roles, such as users at a school, might need this permission. Districts might also manage both requests and approvals.
Manage Requests: System > Admin Requests (allows role to manage student transfer requests)
- Give this permission to higher-level roles, such as District Admin.
Access to My Classes MUST be given to Teacher and Student roles. My Classes can be enabled for other roles, but they won't be able to use it.
My Classes (QTI) - Allow the role to view or edit the My Classes area.
- Teacher roles should be set to View or Edit.
- When editing is enabled, select On for Class Edit and/or Student Edit permissions.
- Class Edit: Edit existing classes from My Classes.
- Student Edit: Edit students already assigned to a class. Teachers with this permission can still add students if they have Class Edit permission.
- Select On for Edit access to Student Info from Class Overview (see Rostering settings).
- Select On for Edit access to Student Info from Class Overview (see Rostering settings).
- Accommodations Edit: Edit a student's accommodation settings.
- Select On for Edit access to Accommodations from Class Overview.
- Select On for Edit access to Accommodations from Class Overview.
- Class Edit: Edit existing classes from My Classes.
- Student roles should be set to View if you want students to see their classes and the tests assigned to those classes in ADAM.
- Teachers see My Classes in the left navigation, while Students see their classes on their homepage.
My Tests: Should be set to On for access to view and create tests on My Tests page.
- Students do not need access to My Tests; they can access their tests from My Classes.
QTI Bank Visibility: Select one or more banks the role can see.
- Banks must exist in ADAM to appear, including TestNav banks.
- Limit access to banks with summative items or district items to the appropriate roles.
QTI Bank Visibility Override: Allows the role to see all banks.
- When On, the QTI Bank Visibility dropdown is disabled.
QTI (experimental): Not used. Always hide.
QTI Banks: Allow the role to view or edit banks on the Authoring > Banks page.
QTI Items: Allow the role to view or edit test items on the Authoring > Items page.
QTI Media/Styles: Allow the role to view or edit stylesheets or images/PDFs on the Authoring > Media/Styles page.
- Multiple stylesheets can be used to give different types of questions a different look and feel.
QTI Shared Stimulus: Allow the role to view or edit passages on the Authoring > Shared Stimulus page.
QTI Forms: Allow the user to view or edit forms on the Authoring > Forms page.
Authoring Self Only: Select On to limit users with this role to author only for themselves.
By Org: Allow the role to select a test and publish it to selected institutions.
By Test: Allow the role to select an organization and publish selected tests to it.
Page Access
- Field Sets: Allow the role to view or edit the Test Management > Field Sets page.
- Most customers should need only one field set but may have two or three. For more information, see Create a Field Set.
- Program Configuration: Allow the role to view or edit the Test Management > Program Management page.
- Customer Support usually configures a program in ADAM, although some customers may do this.
- Can be set to View for certain customer roles to see the settings. For more information, see Configure a Program.
- Tests: Allow the role to view or edit the Test Management > Tests page.
- Teacher roles should have edit permission IF they are allowed to create tests.
- Hide for summative customers where teachers do not create tests.
- Tests can have different levels of security that allow only certain people to view or edit them; for example, Teachers might be able to create their own tests, but not see district or state tests.
- Teacher roles should have edit permission IF they are allowed to create tests.
- Unsubmit Test Sessions: Allow the role to unsubmit a test session in the Session Explorer.
- Reset Active Test Sessions: Allow the role to reset an active test session in the Session Explorer. Any existing responses will be removed, and the student must restart the test from the beginning.
- Create Proctor Groups: Allow the role to manually create proctor groups.
- Proctor Groups: The Hide, View, Edit, and Export permissions allow the user to view proctor groups, remove students from proctor groups, and export students and proctors.
- Edit permissions allow the role to edit accommodations on the Proctor Dashboard IF they have the Edit TTS permission (see Feature Rights below).
- The export permission allows the role to use the Alias Upload feature on the Proctor Group screen.
- Note that proctors DO NOT need an ADAM role or credentials. For more information, see Proctor a Test.
- Administrations: Allow the role to view or edit the Test Management > Administrations page.
- Edit permissions allow creating, editing, and deleting administrations (depending on the org scope; a Teacher cannot edit a district administration).
- Includes late adds and deletions from proctor group sessions.
- Roles with view or edit permission can view proctor groups regardless of the permissions selected for Proctor Groups above.
- Edit permissions allow creating, editing, and deleting administrations (depending on the org scope; a Teacher cannot edit a district administration).
- Deliveries: Always hide. No longer used.
- Practice Tests: Allow the role to view or edit the Test Management > Practice Tests page.
- Practice tests allow students to sign in with only the test code.
- Currently this applies only to tests delivered in ADAM.
Feature Rights
- View History: Allow the role to view session history in Session Explorer.
- Manual Admin Rescan: Allow the role to perform a manual admin rescan (via the Scan New Students option in the administration card).
- The scan checks to see if new students are eligible to take the test and adds them.
- Not used for summative tests, which have their own method for automatically scanning.
- Export Admin Details: Allow the role to export administration information.
- Roles that can view or edit administrations can have this permission.
- The export contains generic administration information.
- Export Tests: Allow the role to export tests from the Test Management > Tests page.
- This permission allows the export of test details, NOT test content.
- Edit TTS from Proctor Dashboard: Allow the role to edit Text to Speech settings from the Proctor Dashboard for the session only (Edit Session) or for both the session and the student profile (Edit Profile).
- When set to Read Only, a student's TTS setting can only be updated from Rostering > Users. The role DOES NOT need edit permission for users to edit TTS for both session and profile.
- This permission does not apply to accommodations other than TTS.
- Rescore Test: Allow the role to rescore administrations from the administration card.
- Only enable this setting for roles that can make the decision to rescore.
- Roles that cannot see test content should not be able to rescore.
- DO NOT use this feature with TestNav tests.
- Instant Proctoring: Allow the role to initiate instant proctoring (start a test session on the fly).
Report Access
It is recommended that Student and Teacher roles are NOT given access to these reports. In this case, set all fields to Off.
- Progress Report: Select On to allow the role to view the Reporting > Progress Report.
- Aggregate Report: Select On to allow the role to view the Reporting > Aggregate Report.
- Performance Report: Select On to allow the role to view the Reporting > Performance Report.
- Activity Report: Select On to allow the role to view the Reporting > Performance Report.
- Test Assignments – Select On to allow the role to view the Operations > Test Assignments page.
- You can use this page to search for students who are assigned (or not assigned) to a test.
- Session Explorer: Select On to allow the role to view the Session Explorer page, where users can search for student test sessions by student name, test name, test program, etc.
- Report Assets: Select On to allow the role to view the Report Assets page, where you can find and download reports or other PDFs published to you.
- This area may be used to store external/legacy reports from previous years.
Reporting Functions
- Export Administration Results: Allow the role access to Export the Test, Export by Question, or Export with Trait Scores options (from the administration card for completed administrations) to an Excel file.
- Export Delivery Results: Allow the role access to Export the Test, Export by Question, or Export with Trait Scores options (from the Delivery card for completed deliveries) to an Excel file.
