System User Permission Matrix
This article outlines the various system user types and their associated permissions.
| Permissions | Description | Administrator | Power User | Staff/Teacher |
| Student | ||||
| View | The ability to view the Student during web application processes. | X | X | X |
| List | The ability to view a list of Students. | X | X | X |
| Details | The ability to view details of a Student. | X | X | X |
| Add | The ability to add/create new Students. | X | (Add to Section, Not Create) | (Add to Section, Not Create) |
| Edit | The ability to edit a Student's details. | X | ||
| Delete | The ability to delete a Student from the Account. | X | (Remove from Section, Not Delete) | (Remove from Section, Not Delete) |
| Import | The ability to import a csv file of a list of Students to add/edit Students. | X | ||
| Sync | The ability to setup integrations for syncing Students with external systems. | (If included in Subscription) | ||
| Fees | ||||
| View | The ability to view the Fee during web application processes. | X | X | X |
| List | The ability to view a list of Fees. | X | X | X |
| Details | The ability to view details of a Fee. | X | X | X |
| Add | The ability to add/create new Fees. | X | X | X |
| Edit | The ability to edit a Fee's details. | X | X (Only if created by) | X (Only if created by) |
| Delete | The ability to delete a Fee from the Account. | X | X (Only if created by) | X (Only if created by) |
| Import | The ability to import a csv file of a list of Fees to add/edit Fees. | X | ||
| Sync | The ability to setup integrations for syncing Fees with external systems. | (If included in Subscription) | ||
| Assets | ||||
| View | The ability to view the Asset during web application processes. | X | X | X |
| List | The ability to view a list of Assets. | X | X | |
| Details | The ability to view details of a Asset. | X | X | X |
| Add | The ability to add/create new Assets. | X | X | |
| Edit | The ability to edit a Asset's details. | X | X | |
| Delete | The ability to delete a Asset from the Account. | X | X | |
| Assign | The ability to assign an Asset to a Student. | X | X | X |
| Edit Assigned | The ability to edit a Asset assignment. | X | X (Only if created by) | X (Only if created by) |
| Import | The ability to import a csv file of a list of Assets to add/edit Assets. | X | ||
| Sync | The ability to setup integrations for syncing Assets with external systems. | (If included in Subscription) | ||
| Asset Status | ||||
| View | The ability to view the Asset Status during web application processes. | X | X | X |
| List | The ability to view a list of Asset Status. | X | ||
| Details | The ability to view details of a Asset Status. | X | ||
| Add | The ability to add/create new Asset Status. | X | ||
| Edit | The ability to edit a Asset Status's details. | X | ||
| Delete | The ability to delete a Asset Status from the Account. | X | ||
| Import | The ability to import a csv file of a list of Asset Status to add/edit Asset Status. | (If included in Subscription) | ||
| Payment | ||||
| View | The ability to view the Payment during web application processes. | X | X | X |
| List | The ability to view a list of Payments. | X | X | X |
| Details | The ability to view details of a Payment. | X | X | X |
| Add | The ability to add/create new Payments. | X | ||
| Edit | The ability to edit a Payment's details. | X | ||
| Delete | The ability to delete a Payment from the Account. | X | ||
| Import | The ability to import a csv file of a list of Payments to add/edit Payments. | X | ||
| Sync | The ability to setup integrations for syncing Payments with external systems. | (If included in Subscription) | ||
| User Management | ||||
| View | The ability to view the System Users during web application processes. | X | X | X |
| List | The ability to view a list of System Users. | X | ||
| Details | The ability to view details of a System Users. | X | ||
| Add | The ability to add/create new System Users. | X | ||
| Edit | The ability to edit a System User's details. | X | ||
| Delete | The ability to delete a System Users from the Account. | X | ||
| Import | The ability to import a csv file of a list of System Users to add/edit System Users. | X | ||
| Sync | The ability to setup integrations for syncing System Users with external systems. | (If included in Subscription) | ||
| Sections | ||||
| View | The ability to view the Section during web application processes. | X | X | X |
| List | The ability to view a list of Sections. | X | ||
| Details | The ability to view details of a Section. | X | ||
| Add | The ability to add/create new Sections. | X | ||
| Edit | The ability to edit a Section's details. | X | ||
| Delete | The ability to delete a Section from the Account. | X | ||
| Import | The ability to import a csv file of a list of Sections to add/edit Sections. | X | ||
| Associate w/ Student | The ability to assign a Student to a Section. | X | ||
| Associate w/ Staff | The ability to assign a staff member to a Section. | X | ||
| Sync | The ability to setup integrations for syncing Sections with external systems. | (If included in Subscription) | ||
| Account Codes | ||||
| View | The ability to view the Account Code during web application processes. | X | X | X |
| List | The ability to view a list of Account Codes. | X | ||
| Details | The ability to view details of a Account Code. | X | ||
| Add | The ability to add/create new Account Codes. | X | ||
| Edit | The ability to edit a Account Code's details. | X | ||
| Delete | The ability to delete a Account Code from the Account. | X | ||
| Import | The ability to import a csv file of a list of Account Codes to add/edit Account Codes. | (If included in Subscription) | ||
| Subscription | ||||
| View | The ability to view the Subscription during web application processes. | X | ||
| Add/Renew (only in Trial or >3 months from renewal) | The ability to update/review a Subscription. | X | ||
| Edit | The ability to edit a Subscription's details. | X | ||
| Delete | The ability to delete a Subscription from the Account. | X | ||
| Account (details) | ||||
| View | The ability to view the Account during web application processes. | X | ||
| Edit | The ability to edit a Account's details. | X | ||
| Delete / Close Account | The ability to delete a Account from the Account. | (With written request) |
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