Assigning the Right Permission
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.
π 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 userβs role to maintain data security and system integrity.
π 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)
β 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.
