Add Team Members & Permissions
Build your school's team by adding staff members, assigning system roles, and setting up their login credentials in a 5-stage setup wizard.
1. Open Team Members Dashboard
Admin Portal → Sidebar: Teams → Team Members
The Team Members page (located under Team Management) displays all active staff accounts. From here, you can add, edit, or manage team members.
- Sidebar Navigation: In the left sidebar, click Teams (under Team Management) to expand the dropdown menu, then click Team Members.
- Add Member: Click the + ADD MEMBER button at the top-right of the dashboard page.
- This opens the step-by-step Team Member Form with 5 guided stages.
2. Basic Info
Enter the staff member's personal details. Legal First Name is required to initialize the profile account.
- First Name: Legal first name of the staff member (required).
- Last Name: Last name or surname (optional).
3. Employment & Role Assignment
Assign the staff member's system role, department, and job title. The System Role controls what pages and actions they can view when logged in.
Sales & Marketing
Lead CRM & enrollment pipeline access
Academic Head
Full academic oversight with student drops
Academic Staff
Student, tutor & session management
Academic Coordinator
Student guidance & scheduling
Admission Counsellor
Enrollment intake workflows
Finance
Revenue, expenses & settlement access
HR
Team management & payroll operations
Manager
Broad operational access
4. Qualifications, Address & Emergency Contact
Record educational background, residential details, and emergency contact information for internal HR records.
5. Login Credentials & Account Activation
The system automatically generates a login email and secure password based on the staff member's name.
- Click Copy Credentials & Save to copy the login details to your clipboard and activate the account simultaneously.
- Share the copied login credentials with the team member so they can log in to their dashboard.