Getting started
RBAC quick reference for admins
Which roles access which modules - assignment guide for platform administrators.
This getting started guide covers school software onboarding for K-12 day schools. Whether you are evaluating cloud school management software or configuring Schoolyi after go-live, you will find practical steps for school ERP go live checklist, migrate from Excel to school ERP - written for administrators and staff, not developers.
Last updated July 24, 2026
| Role | Typical user | Modules |
|---|---|---|
| Platform Admin | IT / owner | All modules and settings |
| Principal / VP | Leadership | Most modules; user management; reports; activity log |
| Teacher | Teaching staff | Timetable, attendance, grades, homework, lesson plans |
| Support Staff - Finance | Accounts | Fees, finance, payroll read/finalize |
| Support Staff - IT | Tech | Users, settings, deploy support |
| Student | Learner | Student portal only |
| Parent | Guardian | Parent portal only (PWA installable) |
| Vendor | Supplier | Vendor portal, POs, bills |
Assignment principles
- One user account per person - no shared logins.
- userType drives portal (student/parent/vendor) - role drives staff modules.
- Teacher scoping is assignment-based - role alone does not grant class access.
- Committee membership grants exam/admissions tools without changing base role.
- Customize permissions at /roles only when default template is insufficient.
Common questions
Quick answers in plain language.
What is school software onboarding?+
Which roles access which modules - assignment guide for platform administrators. This is a core topic in Getting started on Schoolyi.
How do I set up rbac quick reference for admins in school management software?+
Follow the steps in this guide during persona playbooks, handbooks, workflows, and go-live checklists. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.
How does Schoolyi handle platform rbac reference?+
Which roles access which modules - assignment guide for platform administrators.
Is there a school software onboarding guide for school administrators?+
Yes. This article is part of the public Getting started documentation at /docs - written for administrators, operators, and IT teams.
Who manages rbac quick reference for admins at a typical K-12 school?+
Usually getting started and front-office staff responsible for school software onboarding. Teachers and finance may have scoped access depending on your role configuration.
Does Schoolyi support school ERP go live checklist?+
Yes. Schoolyi is a cloud school management system (SMS) with connected modules on one student roster and academic calendar. See related guides below or contact us for a demo focused on school software onboarding.
Related topics and buyer guides
Related searches
School leaders and IT teams often search for: how to platform rbac reference in school management software, best school software onboarding for K-12 schools, Schoolyi platform rbac reference guide, school ERP go live checklist, migrate from Excel to school ERP, and school software training guide.
More in this section
- Product overview
What Schoolyi is, who it serves, and how modules connect on one academic calendar and role model.
- Initial setup
Step-by-step rollout order for a new school: academic spine first, then people, then operations.
- Platform administrator guide
Full responsibilities for Platform Admin and school leadership: setup, users, roles, settings, and go-live.
- School operator guide
Day-to-day workflows for office staff: admissions, fees, attendance support, library, transport, and back-office.
School software terms
school management system (SMS) · student information system (SIS) · school ERP · parent portal · full glossary · Ask Schoolyi