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Staff roles and what they are called

  • Teacher
  • Director
  • Finance
  • Admin
  • Phone
  • Desktop
  • Draft

Every staff member has one role. Roles are ranked, and the rank decides who you can add, edit, and see.

Steps​

  1. Open My School → Staff and tap the person.
  2. Tap User Type to see the roles you can give, under Select User Type. From lowest to highest:
    The role picker on a staff profile
    • Finance (shown as "Accountant" in the Add Staff menu): billing, accounting, and network financial reports. No My Day and no Timeclock PIN.
    • Teacher: classroom work: attendance, daily reports, lessons, posts, progress reports. No My School.
    • Assistant Director: runs a school day to day, with My School, CRM, Surveys, and Scheduler.
    • Director: adds Timeclock and Salary (always on) and Billing (on by default).
    • Regional Manager: oversees several schools; always has the Network Dashboard.
    • Administrator (shown as "Admin" in the Add Staff menu): most school, billing, and report permissions always on.
    • Owner: the top role. Owners can grant any permission, and only Owners can give Loris access.
  3. Pick a role and tap Save.

Tips​

  • You can add and edit staff at your own level or below. Finance users can be added only by Administrators, Owners, and Finance users who have My School.
  • The Staff screen only shows role chips at or below yours, and profiles above your role open as View only.
  • Each role comes with defaults: some permissions are always on (Included with the role), some start on, and some can never be turned on.

FAQ​

  • Is "Staff" a role? It is an older role ranked below Finance. Give new people one of the seven roles above.