Setup · Guide
Give someone the right access
Create a login and give the person only the permissions their job needs.
Use this when a person needs something between the standard roles, for example a bursar who should collect payments but not edit exam results.
- Open Setup → Roles & access and click Add role. Name it (for example Accountant) and add a short description.
- On the new role card, tick only the permissions the job needs, then click Save permissions.
- Open Setup → Users & logins and click Add user.
- Enter the name and email, set the Type of user to Staff, and add a temporary password if the email is new.
- Open More options and choose your new role under What they can do. Pick a Campus if they should only see one.
- Click Add user and share the temporary password with them.
- Later, check the role has the right reach: click the person icon on their row to change their role at any time.