The range of functionality a user can access in Perspective is determined by the settings in their account. Permissions control what a user can view, edit, or manage across different modules, including Self Evaluation, Performance Management, and administrative areas.
Quick Steps
- Navigate to Settings (Cog Icon)
- Select Manage Users
- Select the User you would like to set Permissions for
- Click Permissions
- Save any changes that are made
Need More Detailed Help?
SLT Permissions
Users with SLT permissions are senior users who can perform tasks that most users cannot. In schools, SLT members can:
Access the School Development Plan and SEF.
View finalised development feedback records for all staff.
Edit School Preferences, Terminology Preferences, Term Dates, Performance Management Guidance, and other key settings.
Adding someone to the SLT is the quickest way to grant them core admin rights within Perspective.
Settings on the User Page
When setting up a user, you can assign the following roles:
Reviewer
Allows the user to conduct performance reviews.
You can link staff to this user as reviewees.
Performance Management Moderator
Grants access to the entire performance management process.
Includes assigning reviewers, changing review statuses, downloading reports for all staff, and viewing finalised development feedback.
Resource
Keeps a user active in the system but removes login access.
You can still assign tasks to them.
SEF / Team Review Permissions
Can Make Judgements
Allows a user to edit SEF or Team Review content.
Changes remain in draft until agreed by a team leader or someone with Can Agree access.
Can Agree
Allows a user to publish the SEF or Team Review, converting draft changes into an agreed version.
Team Leader
Makes a user responsible for any new targets set for the team.
Grants access to publish team plans and agree the Team Review for that team.
Does not affect the user’s Performance Management module access.
Promoting a user to a Team Leader will make that user responsible for any new targets set up for that team, give them access to publish team plans and give them the right to access and agree the Team Review for that team.
Making a user into a Team Leader does not affect the user’s access and interaction within the Performance Management module, as team membership and leadership are separate from the performance management structure.
Admin
There are two types of admin access:
Admin – Action
Can administer user accounts for their teams and teams below them.
Admin – Admin
Can administer all user accounts (except the headteacher).
Can create and administer teams.
Admin permissions also allow editing of Terminology Preferences, Performance Management Guidance, CPD Categories, and Term Dates.
Note: Admins cannot edit their own permissions.
Local Authority / Data Permissions
The Permissions screen also controls access to sensitive data sent to your school by the LA:
Data – Access to Real-Time Data (attainment charts) and school-level reports.
Pupil Level Data – Access to pupil-level information in reports.
LA / Org Documents – Access to documents sent from your Local Authority and the ability to submit files (if subscribed). Unlocks the Confidential Files folder.
Visits – Access to visit records sent by your Local Authority.
Permissions can be set at four levels:
| No access – User cannot access the area. | |
Read access – User can view the area but cannot edit or download. For example. Read access will allow a user to see that a visit has occurred, but they won't be able to download the report. | |
| This gives full access to the module and all downloadable content. | |
This gives the user permission to add, edit and set permissions for all other users, except the headteacher. Admins cannot edit their own permissions. |