Updating a staff member's access (2.0)

Note: This article is about a new Edrolo feature coming soon 🎁

 

If a teacher's role at your school changes — they take over a faculty, join the finance team, or start managing your Edrolo account — you can update their access yourself from the Admin Hub. You can also correct their name or email address from the same place.

You'll need Admin access to your school's Edrolo account to make these changes.


Before you start

Have ready:

  • the staff member's name or email address
  • the role you want them to have (see Which role should I choose? below)
  • if you're making someone a Head of department — the faculty they'll oversee

Step 1 — Open the Users page

From your Admin Hub dashboard, click Users in the left-hand menu.


Step 2 — Check you're on the Staff tab

At the top of the user list there's a Staff / Students toggle. Make sure Staff is selected.

If you search for a teacher and get no results, this toggle is the most common reason — check it's set to Staff rather than Students.


Step 3 — Find the staff member and open their details

Type their name or email address into the search box and press Enter. The list filters as you search. In their row, click the ⋮ (three dots) in the Actions column, then click Edit.


Step 4 — Update their details

The Edit staff user window lets you change:

  • First name
  • Last name
  • Email address
  • Role — their level of access to Edrolo

Select the role you want them to have.

If you choose Head of department, a Select a faculty dropdown appears below the roles. Scroll down inside the window and choose their faculty — this is what determines which classes they can supervise.

[Screenshot: the Edit staff user window with Head of department selected and the Select a faculty dropdown visible]


Step 5 — Save

Click Update user. The window closes and their details update straight away.

Check the Role column in the user list to confirm the change has applied.


Which role should I choose?

Role What they can do
Teacher Access only the classes they teach
Head of department Supervisor access to all classes in their faculty. You'll need to choose the faculty.
Admin Full access to the Admin Hub — manage enrolments, classes, accounts, settings and reports
Timetable Coordinator Manage timetables and class scheduling
Finance Manage billing and payment information

A staff member has one role at a time. Choosing a new role replaces their current one.

A note on Admin access: Admin gives full control of your school's Edrolo account, including enrolments and account settings. It's worth choosing the narrowest role that covers what the person actually needs to do, and only granting Admin to staff who are managing the account itself.


Need a hand?

If something doesn't look right, or you're not sure which role someone needs, get in touch with the Edrolo team and we'll help you sort it out.

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