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 Archive. This revokes their access immediately whilst still maintaining the user's history. 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.