Create or change a role
Who can use this: Founders, HQ administrators and other accounts with permitted academy-wide administration.
Before you start
Role permissions and data scope work together. Teacher and student branch access follows their domain assignments rather than ordinary staff branch checkboxes.
Create or change a role
- Choose the role name, user type, data scope and description where editable.
- Select the module permissions needed for that group.
- Save role and review the affected membership.
- Check actual record scope as well as page visibility.
What happens next
The role’s permitted capabilities and scope are saved.
Troubleshooting
Each account has one organization role; there are no individual permission overrides. Protected and full-access roles have restrictions. Editing a role affects the group using it.