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AdminsRoles & Permissions

Create a custom role

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 create a custom role

  1. 1Click Roles under Administration in the sidebar — the page is titled "Roles & Permissions"
  2. 2Click New role
  3. 3Name the role and check the permissions it should carry
  4. 4Click Create role
  5. 5Assign the role to staff from the Users page
  6. 6Click Edit on a role card any time to adjust its permissions

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.

All 22 videos in this group

Next in this group

Add a staff user and scope their accessAdmins
Run the year-end rollover wizardAdmins
Add a second campusAdmins
Rename grade levels to match your programAdmins

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.

Try the live demoSubscribe on YouTube