Create or Edit Roles
Roles define what members can do inside your school.
You can create and manage roles from the Role Management section in School Settings.
Accessing Role Management
Section titled “Accessing Role Management”To manage roles:
- Open your School.
- Go to School Settings.
- Select Manage Roles.
This page displays:
- A search field to find roles by name
- A list of all existing roles
- A Create Role button
Default Role: @everyone
Section titled “Default Role: @everyone”When a school is created, a default role called @everyone is automatically available.
This role:
- Applies to all members in the school
- Cannot be deleted
- Is a system role
If no additional roles are created, the role list will only contain @everyone.
Creating a New Role
Section titled “Creating a New Role”To create a role:
- Open Manage Roles.
- Click Create Role.
- Enter a role name.
- Confirm to create the role.
The newly created role will appear in the role list.
Editing a Role
Section titled “Editing a Role”To edit a role:
- Open Manage Roles.
- Select a role from the role list.
The Edit Role window will open.
At the top-right corner of the window you will find:
- Reset
- Save
At the bottom of the window there are two tabs:
- General
- Permissions
General Information
Section titled “General Information”The General tab allows you to configure the role’s basic settings.
This section includes:
Role ID
Section titled “Role ID”- The Role ID is displayed but cannot be edited
- It can be copied
Role Name
Section titled “Role Name”The Role Name should be:
- Clear
- Easy to understand
- Unique within the school
Using distinct role names helps manage members more effectively.
Role Color
Section titled “Role Color”Each role can have a color.
This color helps visually distinguish roles when managing members.
Role Priority
Section titled “Role Priority”Role Priority determines the authority level of the role.
Higher roles typically have greater authority in the role hierarchy.
Hoist Role
Section titled “Hoist Role”You can enable Hoist Role, which places the role above other roles in the hierarchy.
Deleting a Role
Section titled “Deleting a Role”At the bottom of the General tab you will find the Delete Role button.
You can delete roles that are no longer needed.
However:
- The @everyone role cannot be deleted.
Special Behavior of @everyone
Section titled “Special Behavior of @everyone”The @everyone role behaves differently from other roles.
When this role is selected:
- The General tab is not available
- Only the Permissions tab can be used
This is because @everyone is a system-level default role.
Permissions
Section titled “Permissions”The Permissions tab defines what the selected role is allowed to do.
Permissions are displayed according to the Permission Matrix, grouped by categories.
Examples include:
- General permissions
- Membership permissions
- Messaging permissions
- Event permissions
- Course permissions
Searching Permissions
Section titled “Searching Permissions”At the top of the permissions panel there is a search field.
You can search permissions by:
- Permission name
- Permission description
This helps quickly locate specific permissions.
Permission Controls
Section titled “Permission Controls”Permission controls behave differently depending on the role.
@everyone Role
Section titled “@everyone Role”Permissions use a checkbox:
- Checked → Permission allowed
- Unchecked → Permission not granted
Other Roles
Section titled “Other Roles”Permissions use a three-state control:
- Allow
- Neutral
- Deny
These options determine how the permission is applied for that role.
Best Practices
Section titled “Best Practices”When managing roles:
- Use clear role names
- Assign distinct colors to roles
- Carefully define role hierarchy
- Avoid giving excessive permissions
- Regularly review permission settings
A well-designed role structure improves governance and stability within your school.