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Referral Visibility

When using referrals, you have three visibility options to choose from. This article will help your team choose the correct visibility permissions for your school.

Configuring Visibility

Visibility settings control how much teachers can see when it comes to referrals submitted by other staff for students in their sections.

Go to Settings → Instance Settings → Referral configuration → Visibility to choose your school's setting.

August Schools offers three visibility options:


Option 1: Own referrals only (Default)

Teachers can only see the referrals they personally submitted. This is the most private setting and is the default. Teachers have no visibility into referrals created by other staff, even for students in their own sections.

Best for: Schools that prioritize confidentiality and want a clear separation between who submitted a referral and who can view it.


Option 2: Limited visibility

Teachers can see basic details — referral type and date — for referrals submitted about students in their sections, but cannot see the content of those referrals.

For example, a teacher can see that a colleague referred a student to the Dean on May 18th, but cannot read what the referral says.

Best for: Schools that want teachers to be aware of what's happening with their students without exposing sensitive details.


Option 3: Full visibility

Teachers can see full referral details for any student in their sections — including the date, the submitting staff member, the receiving practitioner, and the full content of the referral.

Best for: Schools that prioritize full transparency and want all faculty to stay fully informed about student support activity.

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