Assigning the Right Permission

Edited

User Permissions Overview

This article outlines the available user permissions within FinalForms, what access each permission grants, and which areas of FinalForms are affected. Permissions control what information a user can view or manage and should be assigned based on job responsibilities and data access needs.


πŸ“Œ Understanding Permissions

Each permission includes:

  • Access β€” Who or what data the user can access

  • Mode(s) β€” The areas a user can view

  • Description β€” What actions the user can perform

Administrators should only assign permissions necessary for a user’s role to maintain data security and system integrity.


πŸ” Permission Breakdown

Academic

Access: Parents, Students
Modes: Academic, Enrollment

Allows users to:

  • Manage and edit student and parent information

  • Enroll students

  • Organize groups

  • Manage groups and extracurricular activities related to academic programs


Athletic

Access: Parents, Students
Modes: Athletic

Allows users to:

  • Manage and edit athletic student and parent information

  • Organize teams and groups

  • Manage athletic inventory


Extracurricular

Access: Parents, Students
Modes: Extracurricular

Allows users to:

  • Manage and edit extracurricular participants and parent information

  • Organize activities and groups

  • Handle related inventory


Payments

Access: Parents, Students
Modes: Athletic, Payment history,

Allows users to:

  • Manage payments and financial records

  • Access and edit student and parent information

  • Manage groups and inventory tied to payments


Gatekeeper

Access: Parents, Students
Modes: Academic, Enrollment

Allows users to:

  • Sync the student information system through the Gatekeeper interface

  • Manage and edit student and parent information

  • Manage groups and inventory


Bulk Actions

Access: Students
Modes: N/A

Grants access to the Bulk Actions feature, allowing users to perform updates or actions across multiple student records at once.


Merge Interface

Access: Students
Modes: N/A

Allows users to access the Merge Students interface to combine duplicate student records.


Student Medical

Access: Students
Modes: Medical

Allows users to:

  • View medical forms

  • Monitor medical status

  • Manage medical-related inventory


Medical Reports

Access: Students
Modes: N/A

Allows users to update and manage student medical reports.


Staff Manager

Access: Staff
Modes: N/A

Allows users to:

  • Manage staff forms

  • Edit staff profiles


Staff Super Admin

Access: Staff
Modes: N/A

Includes all Staff Manager permissions plus:

  • Assign and manage staff permissions


Teacher: E-Cards

Access: Students E-Cards
Modes: N/A

Allows teachers to:

  • Access student E-Cards within their assigned school(s)


βœ… Best Practice Recommendations

  • Assign permissions based on role responsibilities.

  • Limit access to sensitive areas such as Medical and Payments.

  • Review permissions regularly to ensure former staff or role changes do not retain unnecessary access.

  • Grant Super Admin permissions sparingly.