FundoPortal

Help · Office staff, roles & permissions

Office staff, roles & permissions

Add bursars, registrars, and office staff on FundoPortal. Understand role groups, granular permissions, teachers vs office staff, and administrator access.

FundoPortal has separate portals: teachers (/teacher), students, parents, and the admin dashboard for administrators and office staff. Teachers do not use the permission checklist — they get access via subject assignments.

Office staff (bursar, registrar, librarian, etc.) sign into the same admin dashboard as admins but only see sidebar pages their role group allows.

Account types

Administrator — full access to all admin areas and settings.

Office staff — permission-controlled; must belong to a role group.

Teacher — teacher portal only; graded by subject/class assignment.

Manager (legacy) — treated as full admin until migrated to office staff + groups.

Create role groups

  1. Teachers & Staff → Role groups & permissions (needs staff.roles or administrator).
  2. Create a group e.g. Bursar, Registrar, Librarian.
  3. Tick permissions: Overview, Students, Tuition & fees, Bursary, Organization, Library, etc.
  4. Save the group — it becomes a template for multiple people.

What common permissions mean

  1. Overview — dashboard KPIs and FundoAI chat.
  2. Students — directory and student profiles.
  3. Enrollments — approve public applications.
  4. Teachers & staff — roster (not role groups unless staff.roles granted).
  5. Staff role groups — manage permission templates.
  6. Tuition & fees — term billing summary and arrears.
  7. Finance reports — charts and PDF exports.
  8. Bursary & payments desk — record payments, expenses, fee structures, assets.
  9. Grades & exams — school-wide gradebook access.
  10. Timetable — master schedule editor.
  11. Library — catalog/loans (granular library.* keys available).
  12. Public settings / Payment integrations — sensitive; usually admin-only.
  13. Subscriptions — FundoPortal plan billing for the school.

Add office staff member

  1. Teachers & Staff → Add Staff Member → Office staff.
  2. Choose Permissions — role group (required). Modal shows which pages they will get.
  3. Staff member logs out and back in after you change their group so the menu refreshes.

Tips

  • If someone “cannot see Finance”, check they are office staff with the right group — not a teacher account.
  • See /help/payments for bursar payment recording once finance.bursary is granted.