Give a staff member a sign-in and a role

What a person can see and do depends on their role. A person sees only the menus their role allows.

Create a user

1. Open Institute > Staff logins (for one institution) or Organisation > Users (for the whole organisation).
2. Press New user.
3. Type the first name, last name, and an Email or a Phone. One of them is needed to sign in.
4. Leave the password blank to use the default, or type one.
5. Choose the Role and the institution. Press Create user.

Add or remove a role

1. Open the user.
2. Press Add role. Pick a role and the institution. Press Add role again.
3. To remove a role, press Remove next to it. A user with no role sees nothing.

Switch a user off

Open the user and switch off Active. The person cannot sign in. Nothing is deleted. Switch it on again to restore.

Roles

Open Organisation > Roles to see what each role may do. The organisation owner holds every permission.

Common questions

I cannot create users.

Only an institution administrator or the organisation owner can. A principal can see the list but not create.

Where do parents get a login?

Open the student, go to Guardians and press Give login next to a parent. See also Reset a parent's or staff member's sign-in.

How do I give a new teacher a login and a role?

Create the user with their name, phone and email, then choose the role (for example Teacher) and the institution.