How to Manage Permissions

Overview

The permissions system allows you to control what features and data each staff member can access. This guide will teach you how to create custom positions, assign granular permissions, and manage role-based access control (RBAC) for your school.

Key Steps Covered

1. Navigate to Settings and select Permissions Management
2. Review existing positions or create new custom positions
3. Understand the different permission types (read, write, delete)
4. Assign permissions to positions by module (e.g., Fees, Payroll, Students)
5. Assign positions to staff members from their profile
6. Test permissions to ensure correct access control
7. Modify permissions as needed for organizational changes

Permission Types

• Read: View information but cannot modify
• Write: Create and edit information
• Delete: Remove information from the system
• Permissions can be combined for flexible access control

Best Practices

• Follow the principle of least privilege (grant minimum necessary access)
• Create positions based on job functions, not individual people
• Regularly review and update permissions as roles change
• Document custom permission configurations for reference
• Test permissions with a test account before applying broadly

Common Positions

• Principal (full access to all modules)
• Finance Officer (fees and payroll access)
• Registrar (student and class management)
• Teacher (attendance and grades only)
• Administrative Assistant (read-only access)