Default roles
Your district comes with four default roles:Permission flags
Each role is configured with a combination of permission flags:Create a custom role
1
Open Settings
Go to Settings → Roles.[Screenshot: Settings navigation with Roles highlighted]
2
Add a new role
Click + Add Role and enter a name for the role.[Screenshot: Add Role button and name input]
3
Configure permissions
Toggle the permission flags that apply to this role.[Screenshot: Permission flag toggles for a new custom role]
4
Save
Click Save Role.
Edit an existing role
Click any role’s name in the Roles list to open its settings. Adjust the name or permissions and click Save.Assign a role to a person
Roles are assigned on each person’s profile. See Managing People for instructions. A person can have multiple roles — for example, someone might be both a Board Member and a Mentor. The app uses the highest-permission role when determining access.Custom fields per role
You can define custom profile fields for specific roles. For example, you might add a “License Number” field that only appears on Candidate profiles.1
Open a role's settings
Go to Settings → Roles and click a role.
2
Add a custom field
In the Custom Fields section, click + Add Field. Choose a field type:
- Short text — Single-line text
- Long text — Multi-line text
- Checkbox — Yes/no toggle
- Select — Dropdown with configurable options
3
Configure and save
Name the field and save. It will appear on the profile of anyone assigned that role.