Admins and Managers can choose which role to assign their teachers and staff, depending on the level of access they should have at the program. Continue reading below to learn more about these roles!
Once you assign a role, you can view it from the web Staff & Payroll tab and you can always edit staff permissions.
Types of staff roles
There are a few different role options you will see available when adding or updating a staff member's permissions:
Role | Description | Additional details |
Staff | Default staff role with no ability to edit student information | The Staff role will not see the Staff & Payroll menu option or the Admissions and Forms section. |
Staff Without Parent Messaging | Staff role with no ability to message student contacts | Cannot message any student contacts. However, they can still message other staff members individually or the entire room staff. These permissions also apply when using Room Device Mode. |
Lead Staff | Staff role with access to edit student information | The Lead Staff role will not see the Staff & Payroll menu option or the Admissions and Forms section. |
Billing Only | Staff role with access to only billing information |
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Manager | Admin role without Billing and Subscription access | Cannot add Admins, but will have access to add and manage Staff, Lead Staff, and Manager profiles. Managers can change student statuses to help maintain the admissions pipeline, but the ability to set the student to active and inactive belongs to Admins who have higher permissions. |
Admin | Admin role with all access (including Billing and Subscription) | Will have full access to add and manage Staff, Lead Staff, Manager, and Administrator profiles. |
Organization Reports(Multi-Sites Only) | Able to only view and run reports for the organization |
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Multi-Site Admin(Multi-Sites Only) | Admin role with full access to brightwheel & able to assign this role and Organization Reports role to any staff |
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Actions & features available by staff role
View a more detailed look into staff permissions in the graphic below.
How the Billing Only role works
The Billing Only role can take the same actions as administrators from the billing page (E.g. create/void charges), but cannot view any student information outside of billing, or invite families. This role is useful for bookkeepers and will not have access to edit billing settings, non-billing reports, or account deposit information.
🚩 In order to log timecards for staff with the Billing Only role, they must be assigned to a room. To prevent the Billing Only role from being able to message or log activities for students, we advise assigning them to a room without students
Roles only available at multi-site programs
The Multi-Site Admin and Organization Reports roles are only available to programs with multiple locations within brightwheel.
Multi-Site Admin | Can also be called the multi-location administrator, or Super Administrator, and they have full access across multiple locations. |
Organization Reports | Allows the staff member to only view reports for all the sites they are listed at. This is helpful when you have a staff member should only access reporting and does not need access to student profiles, billing details, messaging, activities, etc.
Visit Multi-Site Reporting to learn how this staff type can run reports. |
Note: Only a Multi-Site Admin can remove, or assign the Multi-Site Admin or Organization Reports role.