Roles & permissions

What you can do

Access & setup

Intended access: Assigned account with the required permissions.

• A school account with the permissions shown below.
• Choose the relevant school, academic session or child before working.

Use the public sample demo to learn this flow. Your assigned ERP account determines access to actual school records.

How the workflow works

1. 01

   Open a role and inspect its existing permissions

   A school account with the permissions shown below.

2. 02

   Choose only the required permission keys

   Permission catalogue is part of the documented workflow.

3. 03

   Save the role and assign eligible users

   Role grants is part of the documented workflow.

4. 04

   Sign in as the affected role to review access

   Review the result in the connected record or workspace before moving on.

Request fields to understand

Source-declared fields used by related operations; each operation has its own validation and scope.

Rules & current limits

• A role name alone does not grant platform administration. School scope and explicit guards still apply.

Source inventory checked on 11 October 2026. Guide availability confirms documentation publication, not certification of every external service or device flow.

API & permissions reference

These are the source-matched API operations connected to this guide. Reading this reference does not execute any request.

Open the actual application

ERP links use your assigned account. Record-specific pages start from the list so you can choose a real record.

Keep exploring