🔐 Account type(s) with default permissions to manage this: Administrator
💻 Tier(s) this is available for: Foundation, Essential, Pro
Contributor Roles determine who participates in completing Forms within a Cycle. As an administrator, you can alias these roles to match your state's terminology or hide roles your district doesn't use, keeping the Cycle creation workflow focused and relevant.
Understand Contributor Roles
When you create a Cycle, you select Contributor types to indicate who will complete each Form. Available Contributor types include content area teachers (for example, Math or ELA teachers), homeroom teachers, EL Coordinators or Specialists, principals, and parent representatives.
Contributors are associated with their assigned Forms in one of two ways: automatically using the Match button, or manually by an administrator. Automatic matching works when a contributor is connected to a student through the district's schedule file. If a contributor is not linked to a student through scheduling data, you must add them manually.
|
Contributors that will NOT auto-associate using the Match button (Typically selected for Forms that document student decisions during a meeting)
|
Contributors that WILL auto-associate using the Match button — if Course Tagging is complete (Typically selected for progress monitoring or exited monitoring Forms)
|
Contributors that auto-associate use your district's completed Course Tagging as the basis for matching. Learn about Course Tagging.
💡 Quick Tip
EL Teacher is an exception to Course Tagging: this role matches based on whether the teacher's name appears in the student's Profile under Demographics > Key Attributes. There is no Course Tagging step for the EL Teacher role.
Manage Contributors After a Cycle Is Created
Once a Cycle is created, you can manage contributors for non-submitted Forms from the Cycle management page — either in bulk using the Actions dropdown, or one Form at a time. Here is what you can do:
- Manually associate contributors who do not auto-match (you will need to know the contributor's name).
- Add contributor names at the time of signing a Form. Learn more about managing Contributors.
- Allow contributors with Manage Form Assignments permissions to add themselves or others in bulk or individually before signing.
- Allow contributors with View Form Assignments permissions to add themselves at the time of signing.
- Remove contributors from a Form.
Learn more about managing Forms Permissions.
Configure Contributor Roles
You can personalize how Contributor Roles appear in Forms by aliasing them to reflect district- or state-specific terminology, or by hiding roles that do not apply to your program. "Aliasing" means replacing the default role name with a preferred alternative — for example, renaming "Bilingual/ESL Teacher" to "ESOL Teacher" to match your state's language.
You can also hide roles to keep the Cycle creation workflow focused and reduce confusion. Common customizations include:
- "Bilingual/ESL Teacher" aliased to "ESOL Teacher"
- "LPAC Clerk" hidden when not applicable to your state
⚠️ Warning
Hiding a role will not remove it from any Forms where it was previously used. District-specific aliases will continue to override defaults even after changes are saved.
To configure Contributor Roles:
- Select the admin gear icon > Forms Settings > District Form Configurations.
- Scroll to the Contributor Roles section.
- Select Edit to the right of the role you want to update.
- To alias a role: Enter the desired district name for the role in the alias field and select Save.
- To hide a role: Toggle the Visible switch to off and select Save.