Role Management

Overview

This section covers how to manage user roles in the SchoolEngage platform.

Table of Contents

Manage roles page

To access the list of user roles follow the steps below:

1. In the main left-hand menu click “Users”

2. Click “Manage Roles”

Create a role

Once you are on the Manage Roles page, you can follow the steps below to create a new role account:

1. Click the “+ Create” button under “Roles”

2. In the popup, enter a “Name”

3. Click “Save”

Edit a role & permissions

From the Manage Roles page, you can edit the name and role permissions:

1. Click the Pencil icon on the row you wish to edit

2. In the popup, update the details you wish to change

3. By checking the check boxes under permissions you are allowing access to these actions

4. Click “Save”

Delete a role

From the Manage Roles page you have the ability to delete a role.

1. Click the Trash icon on the row you wish to delete

2. You will be prompted to confirm the deletion of the account

3. Click “Yes” if you wish to delete the account