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
- 1
Go to Roles
In the sidebar, click 'Roles & Permissions'. You will see existing roles listed here. - 2
Click Create New Role
Click the 'Create Role' button at the top. - 3
Enter Role Name
Type a clear name like 'Accountant', 'Librarian', 'Office Staff', 'Vice Principal', 'Sports Teacher' etc. - 4
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. - 5
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.