Who this is for: school and district bookkeepers, secretaries, finance managers, and site administrators using Edlio Pay (OSP).
Understanding Staff Roles & Permissions
Staff access to the OSP Management Portal is role-based. Your assigned role determines which tabs, menu items, and financial operations you can access:
Bookkeeper / Financial Manager: Full administrative access to product creation, order management, refund processing, inventory tracking, and bank deposit statements.
Secretary / Administrative Assistant: Operational access to view student profiles, manage product listings, look up orders, and run sales reports.
Teacher / Sponsor: View-only access restricted to specific products or activities linked to their email, allowing them to monitor participant rosters and sales totals.
Cashier / Site Director: Specialized point-of-sale receipting access for in-person payments through OTR or program management in OSC.
Important Security Notice: For security and compliance, Edlio Pay staff logins are distinct from your public school store accounts. Staff portals use dedicated administrative URLs (often containing /Portal/ in the link).
Logging In & Managing Your Password
Your Username: In OSP, your username is almost always your official school or district email address.
Forgot Your Password: On the staff portal login screen, click the Forgot Password or I forgot my username/password link. An automated reset link will be dispatched to your registered email address.
Password Reset Troubleshooting:
Check your spam, junk, or quarantine folders if the reset email does not arrive within 5 minutes.
Ensure your district email filters allow inbound messages from
osmsinc.comandedlio.com.If you are locked out after multiple failed attempts, Edlio Pay support can reset your failed attempt counter.
If your district uses Single Sign-On (SSO) or Active Directory integration (such as Miami-Dade), your password is managed directly by your district IT department, not Edlio Pay.
Troubleshooting Access Denied & Missing Tabs
Why am I seeing 'Access Denied'?
An 'Access Denied' error occurs when your user account attempts to navigate to a screen that is outside your assigned role privileges (for example, a Secretary attempting to open the bank deposit Statements tab, or an unassigned user attempting to view financial reports).
Why are my management tabs missing after login?
If you log in and see a blank navigation bar or notice that tabs like Transactions, Reports, or Setup have disappeared, common causes include:
Conflicting Role Assignments: Having too many overlapping or contradictory roles assigned to a single profile can cause interface menus to collapse. Support can re-align your account permissions to your primary job function.
School Assignment Not Linked: In OSP user provisioning, a role must be assigned and the user must be explicitly linked to their school building. If a user is added but the school assignment is omitted, tabs will not load.
Browser Cache or Stale Session: Open an Incognito / Private browsing window in Google Chrome or clear your browser cache and cookies to ensure an expired session token is not blocking UI rendering.
Requesting User Changes, Additions, & Offboarding
Because staff user accounts possess financial oversight and report access, staff account creation and role modifications are handled with strict verification:
Adding a New Staff Member: Submit an authorization request from a verified school or district administrator to Edlio Pay Support. Provide the staff member's full legal name, official school email address, school location, and desired role (e.g., Bookkeeper, Secretary).
Replacing an Outgoing Bookkeeper: When staffing changes occur, notify Edlio Pay Support to deactivate the departing staff member's credentials and provision the successor. If bank account routing or signature authority is also changing, an updated ACH Update Form may be required.
Offboarding Staff: Immediately request deactivation for any staff member leaving the school or transferring departments to safeguard financial records.