Users, roles and permissions
Adding a user
“Center settings” → “Users” → “New user”:
- Name, username (usually the mobile number) and mobile number.
- Roles: choose at least one.
- Password: leave it empty to generate one.
The password is shown once only: copy it and send it to the user. At any time: “Edit roles”, “New password”, or “Disable account” then “Enable account”.
Ready-made roles
| Role | What it usually does |
|---|---|
| Owner | Everything; the role cannot be changed. Only the owner manages the center’s subscription. |
| Administrator | Runs almost the whole center: students, groups, attendance, payments, refunds, settings and users. |
| Secretary | Students, groups, attendance, collecting payments, exams and WhatsApp messages. |
| Accountant | Payments, dues, refunds, financial reports and fees messages. |
| Teacher | Attendance and marks for their own groups only, with no amounts. |
| Assistant | Helps the teacher with attendance and marks. |
| Self check-in kiosk | Opens the self check-in page only. |
The exact permissions of each role are shown and edited under “Roles & permissions”.
Changing permissions
“Center settings” → “Roles & permissions”: pick a role, then set for each screen view, add, edit, delete, import and export, and under “Special permissions”: collecting payments, refunds, taking attendance, sending messages and more. You can also create a “New role”.
Teachers and money
Whatever their permissions, teachers never see dues, payments or overdue amounts on any screen, nor in search or exports. Assistants do not see amounts either, unless you grant them those permissions.