User Groups/Permissions

Group Overview

There are 4 group types in SmartPass. You can add and remove accounts from these groups to change what users have access to.

Administrators

An Administrator has a high-level look at the school, views/generates Reports, configures Passes and Rooms, and manages Accounts and Groups. Principals, Vice Principals, and Assistant Principals are examples of positions that would have an Administrator profile.

Teachers

A Teacher has a Room or multiple Rooms where Students can create Passes to. A Teacher can manage Passes in his/her Room and create Passes. Teachers, counselors, nurses, librarians, and aids are examples of positions that would have a Teacher profile.

Students

A Student can create Passes, schedule Passes for the future, and send Pass requests to Teachers.

Assistants

An Assistant acts on behalf of certain Teacher when they sign in. They can manage Passes in his/her Room(s) and create Passes as that Teacher. Assistants, secretaries, and substitute teachers are examples of positions that would be part of the Assistant group.

Group Permissions

Every group except students has its own set of permissions that are specific to each account.

For Admins:

  • Dashboard Tab Access
  • Hall Monitor Tab Access
  • Search Tab Access
  • Accounts Tab Access
  • Pass Configuration Tab Access

For Teachers:

  • Access to Hall Monitor

For Assistants:

  • Passes Tab Access
  • Hall Monitor Tab Access
  • My Room Tab Access

Editing User Permissions

There are two ways to change the permissions of an Account. But first, the account must be assigned to a group.

  • Individual Permissions - To edit one Account's permissions, simply find the Account via the search in the page header, click that Account's row in the table, and toggle the permissions on or off. These changes will be saved automatically.
  • Bulk Permissions - If you want to change the permissions of several Accounts at a time, such as appointing several hall monitors, you can do by editing in bulk. Start by clicking the Edit button in the far right of the page header. This will cause check boxes to appear next to each account in the list. Using these check boxes, select the Accounts you wish to alter. Once done, click the Bulk Permissions in the right of the page header. In this menu, make the changes with the toggle switches and close the menu. Your changes will be saved automatically. This method can also be used to Bulk Disable/Enable sign-in and Remove from Group using the respective buttons in the page header.

Adding Accounts to Groups

Accounts can be a part of multiple groups. Currently only administrators can also be teachers and vice-versa.

Adding a new Standard Account to a Group
  1. First click on the group that you want to assign the account to.
  2. Then click on the green Add button on the top right corner.
  3. Select the Standard Account type and enter in the desired credentials.
  4. Hit the white Add button on the top right of the window.
Adding an existing account to another Group
  1. Go to the group where you want to add the existing account.
  2. Click on the green Add button on the top right corner.
  3. Search for the existing account by their name or username.
  4. Hit the white Add button on the top right of the window.

Removing Accounts from Groups

Removing an account won't permanently delete that accounts data. For example, removing an account from the teacher group won't delete all passes that the teacher created. It will although disable that account from being able to sign in as a teacher.

  1. Go to the group from which you want to remove the account.
  2. Search for the user you want to remove.
  3. Click on the edit button.
  4. Select the account and click on the Remove from Group button.

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