Before you start
For School owners, Administrators, Operations managers
- You need permission to manage users. The roles you can grant depend on your own role.
- Feature access also depends on the school’s subscription.
Owner
Owners oversee school access, settings and subscription decisions. A school can have more than one owner. Whole-school bulk data exports require owner access.
Admin
Administrators manage academic, operational, finance and HR workflows, subject to plan access. They manage staff invitations and settings, but do not automatically receive every owner-only action.
Operations manager
Operations managers handle students, classes, attendance, schedules and communication. They can also handle day-to-day fees and expenses, but cannot access payroll, the Finance Overview revenue summary or governance settings.
Registrar
Registrars manage student and guardian records, classes and academic structure. Attendance and scheduling are view-only; registrars cannot generate timetables or enter grades.
Accountant
Accountants handle invoices, payments, expenses and payroll where the school plan provides it. They start in Fees and do not manage academic data or timetables.
Teacher
Teachers work with their assigned classes: attendance, assignments and grading. They use their own communication inbox, rather than the school broadcast composer, and cannot edit school-wide student profiles.
Parent or guardian
Parents use their own account to view records for children linked to them, including attendance, progress and fees. Ask the school to correct missing or incorrect child links.
Student
Students access their own timetable, assignments, grades and attendance. Their account does not provide access to other students’ records.
Good practice
- Choose a role based on actual responsibilities; do not promote users merely to resolve a missing menu.
- Review staff access when responsibilities change or a colleague leaves.
- Check guardian links before sending portal invitations.
Questions and troubleshooting
Ready for the next step?
Open your school workspace to put this guide into practice, or ask our team for help.