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Add School Administrators with View-Only Access

Purpose: Grant school administrators view-only access so they can look up transportation information without contacting the transportation office.

Overview

Adding school administrators as view-only users allows them to access transportation information without making changes. This is especially helpful at the beginning of the school year and can significantly reduce phone calls and emails from school staff.

With view-only access, school administrators can:

  • Look up a student’s bus schedule

  • Print bus rosters

  • View which students load onto which buses at their school

Before You Begin

Before creating accounts in the system, it’s recommended that you notify school administrators in advance.

Most districts send a short introductory email explaining:

  • What Travel Tracker Routing is

  • Why they are receiving access

  • That they will receive a registration email shortly

Sending this ahead of time helps prevent confusion or accidental deletion of the system-generated registration email.

Step 1: Create a School Administrator Role

Roles control what users can see and do. You only need to create these roles once.

Create a Role

  1. Click the Profile icon.

  2. Go to Roles.

  3. Click Add.

Choose a Role Type

You have two options:

Option A: Generic School Administrator Role

  • Not restricted to a specific school

  • Faster to set up

  • Broader access

Option B: School-Specific Administrator Role (Recommended)

  • Example: Blue Moon Elementary Admin

  • Check the box for the specific school

  • Limits access to only that school’s students, routes, and buses

This option requires a little more setup but provides better data security.

  1. Click Save.

Step 2: Configure Role Permissions

New roles start with very limited access. You’ll now define what the role can view.

  1. Go to Security Settings.

  2. Select the school administrator role you created.

  3. Review permissions:

    • Administrator Settings: No access

    • Students: View-only

    • Schools: View-only

    • Stops: View-only

    • Vehicles: View-only

    • Routes: View-only

Most school administrators should remain view-only. If you need to grant edit access for a specific user, you can adjust permissions later.

  1. Click Save.

Step 3: Add School Administrator Users

Once roles are ready, you can create user accounts.

  1. Go to Users.

  2. Click Add.

  3. Enter:

    • First Name

    • Last Name

    • Email address

    • (Optional) Phone number

  4. Select the appropriate role:

    • A school-specific administrator role, or

    • A generic school administrator role

  5. Click Save.

What Happens Next

After saving:

  • The user automatically receives a registration email

  • They are prompted to set their password

  • They can immediately log in with view-only access

This is why sending the introductory email first is important—so users expect the system email and don’t mistake it for spam.

Tips and Best Practices

  • Create all roles and permissions before adding users

  • Notify administrators before sending system invitations

  • Use school-specific roles whenever possible

  • You do not need to update roles once they’re created

Where to Go Next

  • Review Security and Permissions for additional access controls

  • Add more users as needed

  • Adjust roles only if access requirements change

Updated

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