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Account & billingTeam and roles

Team roles: what each one can see and do

Every person on your team has a role. Owner and Admin can do everything. Every other role is a helper with access to just the functions it needs.

RoleCan see and doCannot
OwnerEverything, including billing and handing off ownership. There is one owner.Nothing is off limits.
AdminEvery tool, every record, billing, the plan, and the team.Take ownership. Only the owner hands that over.
PrincipalEvery tool, every class, and every student record, including health and custody.Billing, the plan, credits, the team, or ownership.
Office staffThe front office, student safety records, the calendar, and families read only.Grades, money, billing, or the team.
NurseThe front office read only, and health and allergy notes, which they can edit.Emergency contacts, custody, pickup lists, sign out, grades, money, or billing.
TeacherOnly their own classes, messages to the class groups you give them, and the calendar read only.Other classes, the front office, custody, money, or billing.
PTA volunteerSignups, fundraisers, and ticketed events, which they can build and edit.Student records, classes, the front office, families, money, or billing.
ViewerEvery tool, read only.Change anything, student safety records, or billing.
CustomNothing until you add functions.Anything you do not add.

Function levels

On a helper's card on Team, pick a Function and a Level, then click Add.

  • Viewer: read only.
  • Editor: create and edit.
  • Manager: edit and publish.
  • Admin: full control of that one function.

Good to know

  • Calendar access can be limited to one calendar with Which calendar.
  • Principal, Office staff, Nurse, and Teacher appear only on plans with the front office or classes tools, which are on School and District.
  • Only Owner and Admin see Settings, All tools, and Team in the menu.

Related help