Overview

Use Change role to temporarily view SchoolFunds Online (SFO) as a lower-level user for training, onboarding, or troubleshooting. While switched, you only have the permissions of the selected role until you exit.

Before you begin


  • Only a District Administrator with the appropriate permission can use Change role. Standard Users cannot access this feature.
  • You can switch only to roles at a lower level than your own.

Steps

  1. In the top-right corner of the SFO homepage, click the Profile icon. When Change role is enabled, this icon replaces the standard Logout icon.
  2. From the menu, click Change role. A new page opens with a list of available roles at or below your level.
  3. Select the desired role and confirm if prompted. You are switched to the selected role.

Exit role

  1. Click Exit Role from the header or the Profile menu.
  2. You are returned to your original role and homepage without needing to log in again.

Outcome

You view SFO 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 enable it in User Management.
  • 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 header or Profile menu. If the option is not visible, sign out and sign back in.