Overview of Staff Roles & Permissions
Edlio Payments (OSP) utilizes role-based access control to ensure staff members have the appropriate permissions to perform their duties while protecting sensitive financial data and bank depository credentials.
đĄ Best-Practice Adoption Tip: Follow the principle of least privilege: assign full School Administrator / Bookkeeper roles only to designated finance personnel. Teachers, club sponsors, and athletic coaches should be designated as Activity Sponsors, enabling them to review rosters and receive notifications without accessing settlement bank accounts or processing unauthorized refunds.
Standard User Roles Defined
District Finance Administrator: Has full multi-school visibility across all schools in the district, manages district-wide obligations, reviews master settlement statements, and controls ACH banking settings.
School Administrator / Bookkeeper: Full administrative authority for a single school. Can create and edit products, issue refunds, run financial reports, import obligations, and view bank statements.
Teacher / Activity Sponsor: Assigned to specific school activities. Receives automated daily sales notification digests and can view student payment rosters for their assigned clubs or classes.
Cashier / Receipting Staff (OTR/OMS): Front-office or concession staff with permissions to record cash/check receipts or operate mobile card swipe devices.
Managing Teachers and Staff in Setup
To configure staff accounts in your school portal:
From the Pay Management Dashboard, click Setup.
Select School Teacher to manage educator profiles and verified email addresses.
Select Assign Teacher to School to map multi-school educators to their respective campuses.
Click Save to apply permission updates.
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