Users, roles and permissions

Not everyone in the office should see everything. Roles let you decide.

The three pages

• Users: the staff accounts of your school
• Roles: named sets of permissions, such as Accountant or Clerk
• Assign Role: which user has which role

Setting it up

1. Create a role and choose the sections it may open
2. Add the staff member as a user
3. Assign the role to that user

A staff member then sees only the parts of the console their role allows.

Checking what someone sees

The school owner can open a student's or a teacher's own portal from their record, to see exactly what they see. Their password is not changed.