When adding new users, choose the account type that best matches what they need to do in the system.
Use the chart below to decide which user type fits each person.
User Roles at a Glance
Question or Need | If Yes → Recommended Role | Notes / Permissions Summary |
Does the user need to manage billing or payments? | School Admin (with Billing rights) | Has full admin rights and access to the Billing & Payments Dashboard. |
Does the user manage multiple schools in a district? | District Admin | Manages accounts, forms, and posts across several schools. |
Does the user need to manage all parent-teacher conferences school-wide? | School Admin | Can view and edit every conference, not just their own. |
Does the user need to monitor all chat conversations? | School Admin | Can review messages to keep communication safe. |
Does the user need to assign admin rights (for example, make a parent a Parent Admin)? | School Admin | Controls user permissions and access levels. |
Does the user need to change School Feed settings, delete accounts, or see all online form submissions? | School Admin | Has full control over feed visibility, accounts, and form data. |
Does the user need to post to Teachers & Staff only (not visible to parents)? | Teacher or School Admin | Teachers can post to staff channels; School Admins can post anywhere. |
Does the user need to host Classrooms, parent-teacher conferences, or class events? | Teacher | Manages their own class feed, events, and conferences. |
Is the user a parent leader who needs to create school-wide posts, events, manage a group (PTA / PTO) or volunteer listings? | Parent Admin | Parent with expanded rights to post and organize events. |
Is the user an outside instructor or coach running a Club or Program? | Community User | Manages their specific program and communicates with participating parents. |
Is the user a parent who participates (views, RSVPs, fills forms) but does not manage anything? | Parent | Standard parent account; receives updates and can reply or RSVP. |