This article will help you specify staff account permissions.
To locate your staff permissions select:
Dashboard > Settings > School > Staff > Edit Pencil > User has admin rights
Here is a brief video walkthrough of locating staff permissions and what each selection grants access to:
Staff Permissions
Below is each staff permission and a description of what this gives the staff member access to
Parents
- Profile - allows the staff member to view and edit the parent's "Profile" tab only.
- All tabs but financial info - allows the staff member to view and edit the parent's Profile, Students, Forms, and Attendance tabs (cannot view invoices, statement, and ledger tabs - to give access to "Invoices" tab, select "Invoice Page and Tabs" below)
Students
- Profile - allows the staff member to view and edit the student's "Profile" tab only
- All tabs but financial info - allows the staff member to view student's Profile, Parents, Enrollment, Forms, and Attendances tabs (cannot view invoices tab - to give access to "Invoices" tab, select "Invoice Page and Tabs" below)
Invoices Page and Tabs
- Allows the staff member to view, create, and edit invoices from the "Invoices" page and parents and student's "Invoices" tabs. The staff member can also view a parent's statement and ledger tabs.
Attendance Page
- Updates/Creates - allows the staff member to update and create student attendance records from the "Attendance" page
- Reporting - allows the staff member to view student attendance reports from the "Student Attendance Report" page
- Kiosk - allows the staff member to launch digital attendance kiosk
- Include Staff - allows the staff member to update and create staff attendance records for all staff members and view staff attendance reports
Classrooms
- Allows the staff member to create and edit classrooms
Programs
- Allows the staff member to create and edit programs
Staff Settings
- Allows the staff member to create and edit staff members, including updating admin rights
Reach Out
- Allows the staff member to send out messages using the Reach Out feature
Simple Reports
- Allows the staff member to create, view, and edit Simple Reports
Forms Editor
- Allows the staff member access to forms editor under the settings section
Accounting Reports
- Allows the staff member access to create and view all accounting reports.
Miscellaneous
- Allows the staff member to add and edit common line items and chart of accounts in the miscellaneous section
Financial Settings
- Allows the staff member access to the school's financial settings
Applicants
- Allows the staff member access to signups and the signup settings
Moments Mobile App Access
- view/edit/delete only moments created by the user - Allows staff to publish/edit/delete moments created only by this user
- view/edit/delete only moments associated with their classrooms - Allows staff to publish/edit/delete any moments within classrooms associated with staff member