Staff members that use Parent for their work at your institution need to be granted specific permissions. 

Different staff members may require different permissions which are easily customized through roles. 

If you haven't already created roles, please read the following articles:

Check out this article to learn how to create roles across the company.
or
Check out this article to learn how to create roles for a single institution.

To assign staff members to a role, go through the following steps:

Log in to Parent

Use your username and password to log in to your Parent™ account. 

Choose an Institution

Click on the name of the institution that you want the role to be created in. If you only have one institution, you will be directed to the dashboard when you log in.

You will be directed to the Dashboard of the selected institution.

Go to Options

Click on the options icon to get to the options page.

Go to the Staff & Access Control Page

Click the Show button below the staff icon to go to the Staff & access control page.

Assign Role to Staff Member

To assign a user to a role, do the following:

  • Click the More Options menu (3 vertical dots) next to the staff member you want to assign a role to. Then, choose the Change Role option.
  • Or click on the role name assigned to the staff member.
  • A pop up with the staff member’s information will appear along with the roles that they can be assigned to.  
  • Select the check mark next to the role you want to assign the user to and click the Save button.

Remove Staff Member from Role

To remove the role assigned to the staff member, go through the following steps:

  • Click the More Options menu (3 vertical dots) next to the staff member you want to assign a role to. Then, choose the Change Role option.
  • Or click on the role name assigned to the staff member.

A popup will appear with the staff member's information along with the roles they can be assigned to. 

Select the check mark next to the No access and click the Save button.

View Users Assigned to Role

To see the users assigned for each role, click the number next to the role name. This shows the number of users assigned to the role.

The example below shows there are 6 users assigned to the role named Staff Member.

Click on the number and a popup with all users assigned to the role will appear.

Remove Staff Member from Role

To remove the role assigned to the staff member, go through the following steps:

  • Click the More Options menu (3 vertical dots) next to the staff member you want to assign a role to. Then, choose the Change Role option.
  • Or click on the role name assigned to the staff member.

A popup will appear with the staff member's information along with the roles they can be assigned to. 

Select the check mark next to the No access and click the Save button.

Did this answer your question?