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Accounts and login

Create and manage school logins (School ID + User ID), roles, permissions, and personal App settings.

Who does what

RoleResponsibility
ADMINCreates staff/users on Staff & users, Teachers, and Users; issues credentials; sets permissions; may deny access
SECRETARYIssues credentials when admitting learners
Every roleSigns in with School ID + User ID, changes temporary password, manages App settings
PARENTUses parent Profile and School ID + User ID (not email as the primary login)

End-to-end

  1. Staff & users / Teachers / Users - create the person and portal account
  2. Account credentials (copy now) - copy School ID, User ID, temporary password
  3. Login (/app/) - School ID + User ID + password
  4. App settings / parent Profile - language, theme, guide, install tips

Screens

ScreenRolesId
TeachersADMINadminTeachers
UsersADMINadminUsers
Staff & usersADMINadminStaffUsers
ProfilePARENTparentProfile
DashboardADMIN, TEACHER, STUDENT, FINANCE, SECRETARY, LIBRARIAN, NURSE, PARENTdashboard
App settingsADMIN, TEACHER, STUDENT, FINANCE, SECRETARY, LIBRARIAN, NURSE, PARENTappSettings
Issued credentials dialogADMIN, SECRETARYdialogIssuedCredentials
User permissions panelADMINdialogUserPermissions
Deny accessADMINdialogDenyAccess

Common mistakes

  • Using Teacher ID or admission number instead of User ID at login
  • Closing the one-time credentials dialog without copying the temporary password
  • Denying access without telling the person
  • Expecting App settings to change school-wide Branding