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.
| Role | Can see and do | Cannot |
|---|---|---|
| Owner | Everything, including billing and handing off ownership. There is one owner. | Nothing is off limits. |
| Admin | Every tool, every record, billing, the plan, and the team. | Take ownership. Only the owner hands that over. |
| Principal | Every tool, every class, and every student record, including health and custody. | Billing, the plan, credits, the team, or ownership. |
| Office staff | The front office, student safety records, the calendar, and families read only. | Grades, money, billing, or the team. |
| Nurse | The front office read only, and health and allergy notes, which they can edit. | Emergency contacts, custody, pickup lists, sign out, grades, money, or billing. |
| Teacher | Only 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 volunteer | Signups, fundraisers, and ticketed events, which they can build and edit. | Student records, classes, the front office, families, money, or billing. |
| Viewer | Every tool, read only. | Change anything, student safety records, or billing. |
| Custom | Nothing 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.