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AdminsUsers & Access
Add a staff user and scope their access
A 60-second screen recording of a real school doing exactly this — and the same 6 steps written out below, in the labels you'll see on screen.
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How to add a staff user and scope their access
- 1Click Users under Administration in the sidebar — the page is titled "Users & Access"
- 2Click Add user, fill in their details and role, and click Add user
- 3For records staff, open the actions menu at the end of their row and click Caseload — the dialog is "Record caseload" — choose which students or grade levels they cover, then click Save caseload
- 4To grant or remove individual permissions beyond their role, open that menu again and click Access
- 5Adjust the toggles in the "Access override" dialog and click Save access
- 6Use Edit in the same row menu to change name, email, or role later
Part of School setup & the year cycle
Configure the school once — branding, years and terms, classes, staff, roles — then let the June rollover wizard carry it all into the new year.
Next in this group
Do it yourself in the live demo
Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.