Users and Permissions is where you manage who can access Edlio Accounting and what they can do. This area is being actively developed and will be fully implemented in a future update.
> Note: Currently, user accounts are created on the back end by Edlio staff. Self-service user creation from within the accounting dashboard is not yet available. The information below describes the planned role structure.
Roles
Edlio Accounting uses a simplified role hierarchy:
| Role | What they can do |
| Bookkeeper | Post transactions, view reports, manage funds |
| Principal | Approve transactions, view reports, manage funds |
| CFO | Approve transactions, view reports, manage funds, manage settings |
Previous systems had more complex hierarchy with additional levels above principal. The new system has been streamlined to these three core roles.
Who can create users
User creation is expected to be available at the principal level or above. The "principal" role is not limited to the actual principal of a school — it represents a permission level that can be assigned to multiple people in the system.
How users log in
Users will eventually log in through the standard Edlio login flow:
Sign in to your Edlio account
Click the Pay (or accounting) icon
Select your school
Access the accounting dashboard for that school
Currently, the login flow is still being finalized and may not reflect the end-state experience.
Accessing the accounting dashboard
Edlio Accounting currently lives within the Pay dashboard:
Navigate to the Pay dashboard
Click on Edlio Accounting
This takes you to the accounting dashboard
> Note: The product team is considering making Accounting its own top-level group in the dashboard rather than nesting it under Pay. This may change in a future update.