Table of Contents
How can I define or edit roles?
The User Rights section is available to staff members with the main "App manager" role or "Account owner", additional roles like secretary, medic, accountant, etc., do not have access to this section
Go to Center Management > User roles.
To add a role, click on the green button "Add role".
A pop-up window will be displayed where you have to input the name for the new role and what user type is it going to be based, and for this there are two options:
Staff member: used for administrative roles like accounting, medical, secretary, etc. You won't be able to associate this role to groups but they can see all of them if you give access to the Children Groups section. Roles that are based on staff member do not have full access like the default App manager role; for example people with this role will not receive messages sent by parents to teacher by default like people with the app manager receive and they can't modify any evaluation/grade/absence like the app manager can.
Teacher: as the name implies, it's used for variations of the teacher role like assistant teacher, main teacher and so on. People with this role can be assigned to groups and to activities in the activity calendar and they will show up in the teacher list for the groups where they are assigned.
If you wish to edit or delete a role, simply click on it and a pop-up window will show where you can change the name or delete it.
How do I control the access for each defined role?
Access "Center Management" > "User roles", on the first row you will find all of the defined roles and on the first column you will see the modules listed with the available access control. To give or take access for a module or a feature of that module, simply check/uncheck the boxes for that module.
You can do this for parents and students as well, simply click on the "Parent / Student Roles" tab on the top.
You can click on the question mark next to each of the module name to see a short description of each module access.
How do I assign/change the role of a staff member or teacher?
Access "Center management" > "Staff management" and here you can click on "Actions" > "Edit" to enter the edit page for that user.
In the edit page, simply click on the user's current role and select from the dropdown menu the new role and then click "Save".
If a user is added in more than one school account, you will not be able to change the role to a different user type. Meaning if a user has a role based on "staff member" and is added in two schools for example, you won't be able to change his role to a teacher-based role on one of the schools because that would conflict with the role type on the other school, you will be able to change his role to something that is also based on the staff member type. If you want to change his role to a different type (staff to teacher or vice-versa), he would have to be removed from one of the schools (or from all other schools if there are more than two) and then, when is is part of only one school, you will be able to change his role type.