Skip to main content
Manage User roles and Permissions
P
Written by Purva Goyal
Updated over a month ago

The User Roles and Access Control feature in illumine allows administrators to define and manage roles, and control access for each staff member based on role-based permissions.

This ensures that childcare centers can efficiently manage their staff’s access to sensitive information while maintaining security and operational efficiency.

Default Role: Super Admin

  • The Super Admin role is created by us when creating a new account.

  • This role has unrestricted access to all features and settings.

Roles Management

Create a New Role

  1. Navigate to the Settings > User Roles page in the childcare software.

  2. Click on Create New Role.

  3. Enter a Role Name and Save to add the new role.

View Role Permissions

  1. Navigate to the Settings > Access Control page.

  2. Select a role from the list.

  3. Click Ellipsis ( three dots) to open menu, click View Permissions to see the current access settings for the role.

Delete a Role

  1. Navigate to the Settings > Access Control page.

  2. Select the role you want to delete.

  3. Click Ellipsis ( three dots) to open menu, click Delete Role.

  4. Confirm the deletion.

Note: The Super Admin role should not be deleted.

Assign Staff to a Role

  1. Navigate to the Center Management > Staff page

  2. Select the staff for which you want to edit role.

  3. Update Role with the new role name.

  4. Click Save to confirm the assignment.

Note: Each staff member must have a role assigned; it is mandatory. When creating a new staff member, assigning a role is required before completing the setup.

Access Control Settings

Viewing and Updating Permissions

  • Only users with permissions to 'Access Control' Page can view or update roles and permissions.

  • Permissions can be updated at multiple levels:

    • Module Level (e.g., Attendance, Billing, Meal Planning, Reports)

    • Page Level (e.g., Student Profiles, Invoice Management, Parent Communications)

    • Feature Level (e.g., Approve Check-in/Check-out, Edit Invoices, Export Reports)

  • You can find the complete list of Permissions here

Configuring Role-Based Access

  1. Navigate to the Settings > Access Control page.

  2. Select the role you want to configure.

  3. Modify access settings as per module.

  4. Click Save to apply changes.

Best Practices for Childcare Centers

  • Regularly review role assignments and permissions to ensure security.

  • Limit access to sensitive modules, such as billing and student records, based on staff responsibilities.

  • Assign only necessary permissions to prevent unauthorized actions.

  • Use predefined roles to streamline permission management for teachers, administrators, and support staff.

By following this guide, childcare centers can effectively manage user roles and ensure that staff members have the appropriate level of access to system features while maintaining security and compliance.

Did this answer your question?