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Roles vs permissions

Definition​

  • Role: a named bundle of access (for example “Bursar”).
  • Permission: a specific allowed action (for example “record payment”).

Permissions are enforced across the system and control whether buttons, tabs, and modules appear.

Why it matters​

Most “missing button” issues are permission-related.

Where you manage access​

  • Foundation → Identity & Access → Users
  • Foundation → Identity & Access → Roles
  • Foundation → Identity & Access → Permissions
  • Foundation → Identity & Access → Policies (advanced access rules)

Common misunderstandings​

  • Being a school head does not automatically grant all permissions.
  • Two staff members can have the same role but different access if configured differently.
  • Some modules are hidden until a school is selected.