Roles and Permissions

Roles control access across SmartAcademy.

Step-by-step guide

1. Go to Users & Staff > Roles & Permissions.
2. Select Add Role.
3. Enter role name and description.
4. Select permissions for the role.
5. Save the role.
6. To update access later, edit the role and save changes.
7. To assign a role to a user, open the user actions in People Directory and select Assign Role.

What SmartAcademy does in the background

The backend stores role permission keys as part of the role. When a user performs an action, SmartAcademy checks the permission key before allowing it.

Tips

• Keep finance permissions limited to finance staff and leadership.
• Keep role management permission limited to trusted administrators.
• Avoid deleting a role that is still assigned to users.

Related pages

• Navigation and permissions
• People directory