Create Custom Roles
Create roles like Accountant, Librarian, Office Staff, Vice Principal etc. and set exactly what they can access.
Steps to Create a Role
Go to Roles
In the sidebar, click 'Roles & Permissions'. You will see existing roles listed here.
Click Create New Role
Click the 'Create Role' button at the top.
Enter Role Name
Type a clear name like 'Accountant', 'Librarian', 'Office Staff', 'Vice Principal', 'Sports Teacher' etc.
Select Permissions
You will see a list of all modules. For each module, tick View, Create, Edit, Delete based on what this role should be able to do.
Save
Click Save. The role is now ready. You can assign it to employees when creating their accounts.
Example: Setting Up Accountant Role
✓ Enable: Fees Groups (View, Create, Edit), Invoices (View, Create, Edit, Delete), Payments (View, Create), Income (View, Create, Edit), Expense (View, Create, Edit), Account Statement (View)
✗ Disable: Students, Attendance, Exams, Library, Settings — keep all unchecked
Tip: Start with fewer permissions. You can always add more later. It's better to give less access and increase it, than to give too much access accidentally.