All Features

Organization Management

Multi-school oversight, simplified

Purpose-built tools for CMOs, EMOs, authorizers, and state agencies to oversee their portfolio of schools — included at no additional cost. Schools in your network need their own active subscription to unlock full administration and management features.

The Problem

Organizations that oversee multiple charter schools — whether as management companies, authorizers, or state agencies — struggle to maintain visibility across their portfolio. Each school tracks compliance differently, performance data lives in silos, and generating portfolio-wide reports requires manually aggregating information from dozens of sources. Charter Vision gives organizations free access to monitor and oversee their entire network, while each school manages its own subscription for full platform capabilities.

Key Capabilities

Purpose-built tools for charter school governance

Portfolio Dashboard

See compliance health, academic performance, and risk status across all schools in your portfolio from a single dashboard.

Compliance Request Workflow

Push compliance requests to individual schools or your entire portfolio, track responses, and review submissions with threaded communication.

Portfolio Compliance Reports

Generate PDF reports covering all schools in your portfolio with compliance scores, overdue items, and at-risk indicators.

Role-Based Access

Authorizers get read-only compliance views. CMOs and EMOs get management tools. Each role sees exactly what they need.

See It in Action

Organization Management screenshot

Why Charter Vision

Organization access is free — oversee your entire school network at no additional cost

Supports multiple organization types — CMOs, EMOs, state boards, LEAs, and university authorizers

Bi-directional communication between organizations and schools with full audit trail

Portfolio-wide compliance monitoring with automated overdue detection

Integrates with school-level data — no duplicate entry or manual aggregation