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Permissions: School Management

  • Director
  • Finance
  • Admin
  • Needs: My School
  • Phone
  • Desktop
  • Draft

School Management also holds Billing and its sub-permissions, covered in Permissions: Billing. None of these are available to Teachers.

Before you start

Steps​

  1. Open My School → Staff, tap the person, and expand Permissions.
  2. Open the School Management card.
    The School Management group card
  3. Turn each toggle on or off:
    • My School: view, add, and remove children, classrooms, and staff. Always on for Owner, Administrator, Regional Manager, Director, Assistant Director. Optional for Finance.
    • CRM: view and manage the enrollment inquiry pipeline. Always on for Owner, Administrator; starts on for Regional Manager, Director, Assistant Director.
    • Surveys: create and send surveys. Always on for Owner, Administrator; starts on for Director, Assistant Director, Regional Manager.
    • Scheduler: create and update school schedules, including school calendar entries and staff schedules. Always on for Owner, Administrator; starts on for Director, Assistant Director, Regional Manager.
    • Timeclock: add, update, or override a user's timeclock information. Always on for Owner, Administrator, Director; starts on for Regional Manager.
    • Salary: view and manage staff salary information. Always on for Owner, Administrator, Director.
    • Edit Targets: view and edit school targets. Starts on for Owner, Administrator, Finance, Regional Manager, Director.
      • Enrollment and Registration: edit those targets. Same starting roles.
      • Revenue: edit revenue targets. Starts on for Owner, Administrator, Finance.
    • Add School Forms: manage the school's forms. Off for everyone until granted.
  4. Tap Save.

Tips​

  • "Starts on" means new people with that role get it, and you can turn it off. "Always on" rows are locked.