• In the images below, the permission name is on the left and three radio buttons appear on the right.
• The first column is "Yes," the second column "No," and the third column "Default."
• In this document, permissions flagged as "Yes" (first column) are pertinent to ISE.
• Permissions flagged as "Default" (third column) are not related to ISE and should remain set to default.

1. Select the Gear icon.
2. Select Permissions.

1. Use the dropdown menu to Select a Module / Category.

2.  Select the Load button to edit permissions for Everyone, Sites, Role, Site & Role, or individual Users.

The Bulletin Widget Permissions allow the system admin to control which messages appear on the bulletin.

All other permissions can remain set to "default" as they are not part of the Infinity Module.

Note:The bulletin will display for all sites. We recommend granting these permissions only to the system administrator.

Code Management allow users to modify and customize information that appears in certain drop-downs and menus within the IEP, REED, etc..

All other permissions can remain set to "default" as they are not part of Infinity.

Manage Duplicate Students allows users to merge duplicate students.

Favorites allows users to make a custom report appear on the District Favorites widget on the Dashboard for all users.

All other permissions can remain set to "default" as they are not part of Infinity.

The Sites permissions allow users to add, delete, and modify Sites in the Administration module.

The modify permission is necessary to add/change Instructional Weeks and Total Building Clock Hours.

The Permissions settings allow users to modify and copy permissions.

All other permissions can remain set to "default" as they are not part of Infinity.

The Roles permissions allow users to create, delete, or modify the roles that exist in Infinity.

All other permissions can remain set to "default" as they are not part of Infinity.

Sharing permissions allow users to share reports district-wide or with sites other than their own.

Users permissions allows the manual creation of users, modification of user information, and the ability to impersonate a user.

All other permissions can remain set to "default" as they are not part of Infinity.

Note:  Become another user allows users to impersonate ANY user in the system and inherit his/her permissions. This should be used with caution.

Admin Validation Logs allows users to see the data that was imported via the nightly or manual data load process.

This also grants users access to the import error reports.

All other permissions can remain set to "default" as they are not part of the Infinity.

Focus Encounter Permissions-Enables the Medicaid Module

Focus IEP Permissions-Enables the IEP

IEP Delete-Allows users to delete information from an unpublished IEP

IEP Modify-Allows users to create, modify, and edit unpublished IEPs

IEP Publish Override-Allows users to modify IEP information after the IEP has been published

IEP View-Enables the View link in the Select Action drop-down of the IEP Details screen.

Focus Referral Permissions-Enables the REED.

Focus Encounter-Grants access to the Medicaid Provider Caseload, Student Encounters, and Student Providers links under the Medicaid tab.

ISE MDR Permission-This is the base permission for the MDR

MDR Delete-Allows a user to delete the MDR

MDR Modify-Allows a user to modify an OPEN MDR

MDR Publish Override-Allows a user to go into a Published MDR

MDR Undelete-Allows a user to undelete a deleted MDR

MDR View-Allow a user to view the MDR but not edit it.

ISE SOP Permission-This is the base permission for SOP.

SOP Delete-Allows a user to delete the SOP

SOP Modify-Allows a user to edit an OPEN SOP

Override Published SOP-Allows a user to go back into a Published SOP

SOP Undelete-Allows a user to undelete a deleted SOP

SOP View-Allows a user to view a SOP but not edit it

These permissions should remain set to the default.

The Focus December Counts Time Capsule is a legacy feature of the system.

These permissions grant users the ability to delete evaluation logs, modify extension dates, create evaluation logs, modify evaluation logs, and view evaluation logs.

Note:The above permissions only allow for these types changes when the REED is in the "Open" status.

The above permissions grant users the ability to view, delete, and modify information on the Request and Plan pages in cases of an Initial REED.

Note:The above permissions only allow for these types changes when the REED is in the "Open" status.

The above permissions grant users the ability to delete, modify, and/or view METs within the REED.

Note:The above permissions only allow for these types changes when the REED is in the "Open" status.

Base Focus Permission

IEP Delete-Allows users to delete information from an open IEP

IEP Modify-Allows users to create or modify information in an open IEP

Open Closed Incomplete IEP Access-Allows users to re-open an IEP that has been incorrectly closed as "Incomplete: Student Moved, Incomplete: Student Died, or Incomplete: Parents revoked services before the IEP could be completed"

Permission to Place Override Access-Allows users to delete a published Permission to Place

IEP Final Publish-Only available if you use the Pre-publish feature- ability to publish a pre-published IEP

IEP Quick Access-Enables Users to use the Quick Access feature within the IEP Process

IEP Publish Override-Ability to modify information in a published IEP

IEP View-Enables the "View" link in the Select Action drop-down on the IEP Details screen

IEP Open vs Published Report Access-Access to a pre-built report that shows Open vs Published IEPs

IEP Undelete-Allows users to restore deleted IEPs

Notice Procedural Safeguards Section - Allows users to access the Notice of Procedural Safeguards on IEP forms.

Invitation Required in Order to Publish an IEP - Access to invitation required in order to publish an IEP.

Focus Student FTE View Access-Enables the Student FTE Details link

Focus Student FTE Delete Access-Allows users to delete FTE Types

Focus Student FTE Manual Access-Allows users to assign a manual FTE

Focus Student FTE Modification Access-Allows users to Modify FTE Types

Focus Student Important Dates View Access-Enables the Important Dates link

Focus Student Important Dates Delete Access-Grants users access to delete Important Dates

Focus Student Important Dates Modification Access-Grants users access to modify Important Dates

Student Information Initial IFSP Add-Ability to add Initial IFSP

Student Information Initial IFSP Delete-Ability to delete Initial IFSP

Student Information Initial IFSP Modify-Ability to modify Initial IFSP

Student Information Initial IFSP View-Ability to view Initial IFSP

Focus Student Resident/Operating District Modification Access-Allows users to modify the Resident and Operating District information in Student Demographics

Student Information Mass Caseload Management-Ability to perform Mass Caseload Management

Student Information Mass Caseload Reassignment-Ability to perform Mass Caseload Reassignment

Medicaid Consent Options-Enables the Medicaid Consent link

Medicaid Consent Historical Modification Access-Access to edit historical Medicaid consent values

Medicaid Consent Current Modification Access-Access to add current Medicaid consent values

Parent Revocation-Enables the Parent Revocation link

Parent Revocation Delete-Permits users to delete Parent Revocations

Parent Revocation Edit-Permits users to edit open Parent Revocations

Parent Revocation View-Enables the Parent Revocation link

Focus Student Primary Disability View Access-Allows users to view access to the Student Primary Disability link

Focus Student Primary Disability Delete Access-Allows users to delete information from Student Primary Disability

Focus Student Primary Disability Modification Access-Allows users to modify information in Student Primary Disability

Modify Placement Hours-Ability to modify Placement Hours outside of an IEP through Student Program Code Details or Student Service Code Details

Focus Student Program View Access-Grants view access to Student Program Code Details

Focus Student Program Add Access-Allows user to add programs from the student module

Focus Student Program Change District Access-Allows user to change the district of a program from the student module

Focus Student Program Delete Access-Allows users to delete programs from Student Program Code Details

Focus Student Program Modification Access-Ability to modify programs in Student Program Code Details (start and end dates are not editable)

Ability to manage personal care-Allows users to manage personal care

Program Undelete-Ability to undelete or restore deleted Programs

Script Consent Options-Enables the Scripts/Referrals link

Script Consent Historical Modification Access-Access to edit historical Script consent values

Script Consent Current Modification Access-Access to add current Script consent values

Script Consent Current View Access-Access to view current Script consent values

FAPE Service Log Delete- Allows user to delete a FAPE Service Log

FAPE Service Log Modify-Allows user to edit a FAPE Service Log

FAPE Service Log View-Allows User to View but not edit a FAPE Service Log

ISE Generic Written Prior Notice-Allows user to edit/add or delete PWN

ISE Generic Written Prior Notice - Delete-Allows user to delete PWN

ISE Generic Written Prior Notice - Edit-Allow user to edit a PWN

ISE Generic Written Prior Notice - View-Allows user to View but not edit a PWN

FOCUS IFSP

Process

IFSP Process Add

IFSP Process Delete

IFSP Process Modify

IFSP Process Override Published IFSP

IFSP Process Delete Uploaded File

IFSP Process View

Prior Written Notice

IFSP Prior Written Notice Add

IFSP Prior Written Notice Delete

IFSP Prior Written Notice Modify

IFSP Prior Written Notice View

Student Contact Log

IFSP Student Contact Log Add

IFSP Student Contact Log Delete

IFSP Student Contact Log Modify

IFSP Student Contact Log View

Focus Evaluation (MMSE)-Base permission for the MMSE REED

Delete Evaluation Logs-Allows user to delete the evaluation logs

Edit Evaluation Log Extension Dates-Allows user to add an extension date

Create/Edit Evaluation Logs-Allows user to create and edit the evaluation logs

View Evaluation Logs-Allows user to view evaluation logs but not edit it

Delete METs-Allows user to delete METs

Create/Edit METs-Allows user to create/edit METs

View METs-Allows user to View but not edit/create METs

Re-open Closed Incomplete Evaluation-Allows user to re-open a closed MMSE REED

Evaluation Override Access-Allows user to go into a Published/Closed MMSE REED

Publish Evaluations-Allows user to publish/close a MMSE REED

Delete Re-Evaluation Plans-Allows user to delete re-evaluation plans

Create/Edit Re-Evaluation Plans-Allows user to edit/create re-evaluation plans

View Re-Evaluation Plans-Allows user to view but not edit/create a re-evaluation plan

Delete Re-Evaluation Requests-Allows user to Delete requests

Create/Edit Re-Evaluation Request-Allows user to create/edit requests

View Re-Evaluation Requests-Allows user to view but not edit/create requests

Undo MMSE REED Delete-Allows user to bring back a deleted MMSE REED

Medicaid Delete-Access to the "Delete" link on student encounter pages and administrative Medicaid features (provided access to those features has been granted)

Case Load Encounters-Grants access to view Case Load Encounters

Access to 'Add Encounter for All Current Students'-Enables the Add Encounter for All Students link on the Medicaid Provider Caseload screen

Case Load Encounter Create-Ability to add encounters to students on one's caseload

Eligibility Files-Access to create the Eligibility Request File and to import the Eligibility Results file

Encounter Lock Override-Ability to edit/delete locked encounters

Medicaid Billing-Enables the Billing link in the Medicaid module

Medicaid Visibility-Enables the alerts on a provider's caseload indicating a student's current and historical Medicaid eligibility

Monthly Monitor Report-Access to a pre-built report that displays complete and incomplete Medicaid encounters

Add Non-caseload Access-Enables the Add Non-caseload Encounter link in the Medicaid module

Case Load Providers-Ability to view multiple student providers and to switch between these providers

Search Case Load Providers-Grants access to search for and switch between providers' Medicaid caseloads

Add Temporary Placement-Allows users to temporarily place students on their caseload for Medicaid billing (mostly used for summer school services)

Edit Transportation Logs- Allow users to edit logs for transportation for special education.

Focus Student Secondary Disability View Access-Allows users to view Student Secondary Disability View link

Focus Student Secondary Disability Delete Access-Allows users to delete information from Student Secondary Disability View

Focus Student Secondary Disability Modification Access-Allows users to modify information in Student Secondary Disability View

Focus Student Service View Access-Grants view access to Student Service Code Details

Focus Student Service Add Access-Allows user to add services in Student Service Code Details

Focus Student Service Change District Access-Allows users to change the district in which services are provided in Student Service Code Details

Focus Student Service Delete Access-Ability to delete services from Student Service Code Details

Focus Student Service Modification Access-Ability to modify services in Student Service Code Details

Service Undelete-Ability to undelete or restore deleted Services

Focus Student Special Education Exstract Access-DO NOT USE (legacy ISE feature)

Focus Student Status View Access-Enables view access to the Student Status link

Focus Student Status Delete Access-Ability to delete information in the Student Status link

Focus Student Status Modification Access-Allows users to modify information in the Student Status link

Subscriber ID Modification Access-Ability to modify the subscriber ID in the Scripts/Referrals link

Focus Student Transportation View Access-Enables view access to Student Transportation Info

Focus Student Transportation Delete Access-Allows users to delete information from Student Transportation Info

Focus Student Transportation Modification Access-Allows users to modify information in Student Transportation Info

Focus Encounter Permissions-Allows base access to encounters

The above permissions grant access to pre-built reports

All other permissions can remain set to "default" as they are legacy features of the Special Education Module

These reports are administrative in nature and provide information on evaluations, LRE, Medical Scripts, Transition Plans, and Transportation

Site Accessibility and Visibility- Allows users to view data at the site they are signed in to

View data belonging to all other users for the logged-in site and its children sites- Allows users to view data for the site they are logged in to and any child sites

View data belonging to all other users for the logged-in site- Allows users to view data for all users of the site they are logged in to

View data belonging to non-affiliated sites (read-only)- Allows users to view data for sites that they are not affiliated to

Open Closed Incomplete Evaluation Access-Allows users to re-open a REED that has been incorrectly closed as "Incomplete: Student Moved, Incomplete: Student Died, or Incomplete: Parents revoked services before the REED could be completed"

Evaluation Override Access-Allows users to edit a published REED

Evaluation Publish-Allows users to publish a REED

The above permissions grant users the ability to view, delete, and modify information on the Request and Plan pages in cases of an Re-evaluation REED.

Note:The above permissions only allow for these types changes when the REED is in the "Open" status.

REED Undelete Access-Grants users the ability to restore deleted REEDs

Focus Caseload Report Access-Grants access to the Caseload Report

Focus Caseload Report: Provider Search Access-Allows users to search for and generate caseload reports for other users

Focus Student Contact View Access-Allows users to view Student Contacts

Focus Student Contact Delete Access-Allows users to delete Student Contacts

Focus Student Contact Modification Access-Allows users to modify Student Contacts

Focus Student Creation Access-Grants users the ability to manually create students (this is a feature that should never be used by districts transferring data nightly from their SIS)

Focus Student Demographics View Access-Ability to view Student Demographics

Focus Student Demographics Delete Access-Ability to delete Student Demographics

Focus Student Demographics Modification Access-Ability to modify Student Demographics

Focus Student District Status View Access-Allows users to view the Student District Status information

Focus Student District Status Delete Access-Allows users to delete Student District Status information

Focus Student District Status Modification Access-Allows users to modify Student District Status information

Focus Student Early Childhood View Access-Grants users access to view Early Childhood information

Focus Student Early Childhood Delete Access-Grants users access to delete Early Childhood information

Focus Student Early Childhood Modification Access-Grants users access to modify Early Childhood information

Focus Student Early On View Access-Allows users to view Early On information

Focus Student Early On Delete Access-Allows users to delete Early On information

Focus Student Early On Modify Access-Allows users to modify Early On information

Student Information Early On Service Add-Grants users access to manually add Early On services outside of an IFSP

Student Information Early On Service Delete-Grants users access to delete Early On services outside of an IFSP

Student Information Early On Service Modify-Grants users access to modify Early On services outside of an IFSP

Student Information Early On Service View-Grants users access to view Early On services

Student Information Early On Transition Add-Ability to add Early On Transition information outside of an IFSP

Student Information Early On Transition Delete-Ability to delete Early On Transition information outside of an IFSP

Student Information Early On Transition Modify-Ability to modify Early On Transition information outside of an IFSP

Student Information Early On Transition View-Ability to view Early On Transition information

Student Information Early On Assessment Delete-Allows users to delete Early On (birth-2) Assessment information (COSF)

Student Information Early On Assessment Modify-Allows users to add and modify Early On (birth-2) Assessment information (COSF)

Student Information Early On Assessment View-Enables the Early On Assessment (birth - 2yrs) link to view COSF information

Focus State System data pull Access-Grants access to pull the time capsule

Focus Student Time Capsule Deletion Access for the state system-Allows users to remove data from the time capsule once it has been generated. Deletion access will only be for those links found under the Students-> MSDS section

Focus Student Time Capsule Creation/Modification Access for the state system-Allows users to add or modify data in the time capsule once it has been generated. Create/Modify access will only be for those links found under the Students-> MSDS section

SRSD Extract Access-Enables the MSDS Extract link in Students-> MSDS section as well as grants the ability to run an MSDS Error report within the MSDS Extract link

Focus Student Time Capsule View Access for the state system-Grants view access to the links found under the Students-> MSDS section

Advanced Filters (Boolean)-Grants access to Advanced Filters in custom reports

Build Custom Reports-Allows users to create a custom report

Add Form Letter to Custom Report-Enables the Form Letter in custom reports

Manage Custom Reporting Data-Grants the ability to manage permissions for the data categories and fields in the custom report builder. Also allows renaming of those elements.

View Custom Reports-Allows users to view custom reports

Import/Remove Custom Standards-Allows users to import custom standards (must match specified format)

Standard Collections-Allow users to create collection(s) of standards

Share Standard Collections-Allows user to share collection(s) of standards with other users.