Role & Permission

Roles define what each staff member can access in the system. Every role is a named group of permissions — when you assign a role to a staff member, they gain access to exactly those features and nothing more.

The system ships with reserved roles (School Admin, Teacher, Guardian, Student) that cannot be edited. You create custom roles (e.g., Accountant, IT Manager, Academic Coordinator) and assign permissions from a comprehensive matrix covering every module.

Plan your roles first

Before adding staff members, define all the roles your school needs. Each staff member must be assigned exactly one custom role at creation time.

Role Management — list of all custom roles with view, edit, and delete actions

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Create a Role

Create New Role — enter a name and select permissions from the matrix

1

Navigate to Staff Management → Role & Permission

From the sidebar, expand **Staff Management** and click **Role & Permission**. The role list page opens.

2

Click "Create New Role"

Click the **Create New Role** button in the top-right corner. The permission assignment page opens.

3

Enter the role name

Type a descriptive name for the role (e.g., "Accountant", "HR Manager"). The name must be unique and cannot match reserved role names (School Admin, Teacher, Guardian, Student).

4

Assign permissions

The permission matrix is organized by module (e.g., Attendance, Fees, Exam). Each module offers granular checkboxes: **List** (view), **Create**, **Edit**, **Delete**, and module-specific actions. Check the permissions this role should have.

5

Submit

Click **Submit** to save the role. It appears in the role list immediately.

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Permission Matrix

The permission matrix organizes all system features into categories. Each category has individual action checkboxes:

Permission matrix — each module has granular List, Create, Edit, Delete checkboxes

Category	Available Actions
Medium / Section / Subject / Semester / Stream / Shift / Class	List, Create, Edit, Delete
Class Section / Class Group	List, Create, Edit, Delete
Admission Form Fields	List, Create, Edit, Delete
Student / Guardian / Teacher / Staff	List, Create, Edit, Delete
Student Password Reset	List
Student Diary	List, Create, Edit, Delete
Timetable	List, Create, Edit, Delete
Holiday	List, Create, Edit, Delete
Assignment	List, Create, Edit, Delete, Submission
Notification / Announcement	List, Create, Edit, Delete
Attendance	List, Create, Edit, Delete
Exam / Exam Timetable / Grade	List, Create, Edit, Delete
Exam Result	View, Edit, Upload Marks
Online Exam / Questions / Result	List, Create, Edit, Delete
Fees Type / Fees / Fees Class	List, Create, Edit, Delete
Fees Actions	Paid, Classes, Config
Expense Category / Expense	List, Create, Edit, Delete
Payroll / Payroll Settings	List, Create, Edit, Delete
Vehicles / Pickup Points / Routes / Route Vehicles	List, Create, Edit, Delete
Driver & Helper	List, Create, Edit, Delete
Transportation Requests	List, Create, Edit, Delete, Receipt
Leave	List, Create, Edit, Delete
Approve Leave	Approve
Reports	Student, Exam, Expense
Role	List, Create, Edit, Delete
Certificate / ID Card	List, Create, Edit, Delete / Settings
Slider / Gallery	List, Create, Edit, Delete
School Settings / Web Settings	Manage
Session Year	List, Create, Edit, Delete
Promote / Transfer Student	List, Create, Edit, Delete
Lesson / Topic	List, Create, Edit, Delete

Automatic permissions

Every staff member automatically receives Leave permissions (List, Create, Edit, Delete) regardless of their role — so they can always manage their own leave requests.

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View Role Permissions

Viewing a role's assigned permissions — read-only summary of all granted access

1

Click the View button

In the Action column of the role you want to inspect, click the **View** (eye) button.

2

Review permissions

A read-only page displays all the permissions assigned to this role, grouped by module.

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Edit a Role

Editing a role — the name and permission checkboxes are pre-filled with current values

1

Click the Edit button

In the Action column, click the **Edit** (pencil) button next to the role.

2

Modify the name or permissions

Update the role name and/or check/uncheck permissions as needed.

3

Save changes

Click **Submit** to apply the changes. All staff members with this role will immediately gain or lose the updated permissions.

Live permission changes

Editing a role affects all staff currently assigned to it. Staff members will see their sidebar options and accessible features change immediately after their next page load.

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Delete a Role

1

Click the Delete button

In the Action column, click the **Delete** (trash) button next to the role.

2

Confirm deletion

A confirmation dialog appears. Click **Confirm** to delete the role.

Cannot delete roles in use

If staff members are currently assigned to this role, the system will prevent deletion. Reassign those staff to a different role first.

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Related Pages

• Staff — Add and manage staff members using the roles you create here
• Bulk Upload — Import multiple staff members at once via CSV