How do I manage users and permissions in Fease?

How do I manage users and permissions in Fease?

This article explains how to add, remove, and assign roles to school staff in Fease so they have the correct permissions for fee-related tasks. It is intended for school administrators managing system access.

Fease > Configuration > System Users

How do I add a new user?

  1. Navigate to Configuration > System Users.

  2. Click Add User.

  3. Enter the user's details and assign them a role.

What user roles are available?

  • Administrator: Full access to all settings, workflows, accounts, and reports.

  • Standard user: Can view accounts, run workflows, and access reports, but cannot modify system configuration.

  • View only: Can view dashboards and reports but cannot take actions on accounts.

How do I remove a user?

Go to Configuration > System Users, find the user, and select Remove. This revokes their access immediately. Ensure at least one administrator is always assigned to avoid being locked out.

Frequently asked questions

Can I change a user's role after they have been added?

Yes. Navigate to Configuration > System Users, select the user, and update their role assignment.

Who receives follow-up notifications?

The user designated to receive follow-up notifications is configured separately under Configuration > Settings > User Notification, not through the user roles.

What happens if I remove the last administrator?

You will lose access to configuration settings. Always ensure at least one administrator account remains active before removing a user.

Last updated: March 2026  |  Version 2.0

© Copyright d6 group (Pty) Ltd.

    • Related Articles

    • How do I create a new workflow in Fease?

      This article explains how to create a new automated workflow in Fease, define its name, and configure whether it runs automatically. Workflows are the core mechanism for managing debt collection sequences. Fease > Configuration > Workflows What is a ...

    • How do I access Fease configuration settings?

      This article shows you how to navigate to and access all Fease configuration settings, including General Setup, School Setup, and Workflow Review. It is intended for school administrators setting up Fease for the first time or adjusting existing ...

    • How do I manage unfulfilled payment arrangements in Fease?

      This article explains how to identify and handle broken payment promises in Fease, including how to resume follow-ups and escalate accounts where arrangements have not been met. Fease > Dashboard / Reports > Promises to Pay How do I identify broken ...

    • What is Fease and how does it help my school?

      Fease is a debt management platform built for South African schools. This article explains what Fease does, who it is for, and how it connects to d6+ Plus Finance to automate fee follow-ups and improve parent communication. Fease > Dashboard What ...

    • Why do balances differ between d6 and Fease?

      This article explains why the total outstanding balance in Fease may differ from d6+ Plus Finance, what causes these discrepancies, and how to reconcile them. Fease > Dashboard Why do balances differ? The discrepancy stems from how the API ...