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Setup · How-to

Add a custom role

Make a new role such as Accountant.

1 min readSetup → Roles & accessFor: School admin

A new role starts with no permissions. You tick what it needs.

The Roles & access page in the Setup area, as a school admin sees it: what each role is allowed to do, and how to make your own roles.

Steps

Open Setup → Roles & access.
Select Add role.
Type a Role name. Use up to 40 letters.
Add a Description if you want to.
Select Add role.
Tick the permissions on the new role card.
Select Save permissions.

Common questions

I cannot see the buttons to add, edit or delete.

Only people who can manage school setup see them. Ask a school admin to give you that permission.