How to manage roles and permissions

What it's for

Roles and permissions control what each staff member can see and do. A role (for example Admin, Instructor, or Front Desk) is a set of permissions; you assign a role to each staff member so they get exactly the access they need — no more, no less.

Where to find it

Go to Settings → Roles & Permissions.

Step-by-step

1. Go to Settings → Roles & Permissions.
2. Under Select Role, choose a role — for example Owner, Admin, Instructor, Front Desk, Finance, or Academic Head.
3. In the Module Permissions grid, set what that role can do for each module — None, View, Edit, or Full access.
4. Click Save to apply your changes.
5. Assign the right role to each staff member (in People → Staff) so they have the correct access.

Tips & limits

• Give each person the least access they need to do their job — it keeps sensitive areas (like finance) protected.
• The Owner role has full access to everything and can't be modified.
• Changing a role's permissions affects everyone assigned to it.
• Staff are added in People → Staff; here you control what their role allows.

Related articles

• Understanding settings
• How to configure people settings