Understanding User Roles and Permissions in openSIS

Understanding User Roles and Permissions in openSIS

Overview

openSIS uses a role-based permission system to control what users can view and manage inside the platform.

Each user is assigned a Profile Type, which determines:

  • accessible modules
  • available actions
  • view/edit permissions
  • menu visibility
  • workflow capabilities

This helps institutions maintain secure and organized access across administrators, teachers, students, parents, and staff members.


Accessing Profiles and Permissions

Settings → Administration → Profiles & Permissions

From this area, administrators can:

  • view existing profiles
  • manage module access
  • control permissions
  • create custom profiles
  • enable or restrict features

Default Profile Types in openSIS

openSIS includes several default profile types.


Super Administrator

The Super Administrator has the highest level of access in openSIS.

This role can:

  • access all modules
  • manage all schools
  • configure institution-wide settings
  • manage users and permissions
  • oversee scheduling, grading, attendance, billing, and reporting
  • create and manage profile permissions

This role is typically used by:

  • district-level administrators
  • institutional owners
  • system managers

School Administrator

The School Administrator has administrative control over the school(s) assigned to them.

This role can:

  • manage academic and operational workflows
  • access administrative modules
  • manage school-level users
  • configure settings within assigned schools

Info
Unlike the Super Administrator, School Administrators are restricted to the schools assigned to their account.


Admin Assistant

The Admin Assistant profile is designed for operational support staff.

Access depends entirely on permissions granted by:

  • Super Administrators
  • School Administrators

This role may receive:

  • full module access
  • limited module access
  • view-only permissions
  • editing capabilities for selected areas

Institutions commonly use this profile for:

  • registrars
  • office administrators
  • front desk staff
  • attendance coordinators

Teacher

Teachers have limited access focused on classroom and academic activities.

Typical accessible modules include:

  • Communication
  • Students
  • Courses
  • My Schedule
  • Grades
  • LMS
  • Reports
  • Behavior & Discipline

Teachers generally manage:

  • attendance
  • assignments
  • grade entry
  • classroom activities
  • lesson planning

Administrative settings remain restricted.


Homeroom Teacher

The Homeroom Teacher profile works similarly to the Teacher profile but includes additional homeroom-related capabilities.

Compared to regular Teachers, Homeroom Teachers may have access to:

  • additional student oversight
  • homeroom responsibilities
  • extra grading options such as Input Effort Grades

All other core permissions remain largely similar to the Teacher role.


Student

Students have limited access to their own academic information.

Typical accessible areas include:

  • My Info
  • Courses
  • My Schedule
  • Grades
  • Attendance
  • LMS
  • Graduation Progress
  • Billing & Fees (if enabled)

Students can only view records related to their own profile.


Parent

Parents can monitor their child’s academic progress through limited portal access.

Typical parent access may include:

  • student information
  • schedules
  • grades
  • attendance
  • billing information
  • behavior records

K-12 Parent Access

In K-12 institutions, parents usually see nearly everything available in the student portal.


Higher Education Parent Access

In Higher Education institutions, parent access is more restricted.

Parents may only be allowed to view:

  • School Information
  • Student Information
  • Billing & Fees

Notes
Access varies based on institutional policies and privacy requirements.


Understanding Permissions

Permissions determine what actions users can perform inside each module.

Administrators can configure:

  • Can View
  • Can Edit
  • module visibility
  • sub-menu access
  • workflow permissions

If a module is disabled for a profile:

  • the menu will not appear
  • users cannot access the feature

Info
This allows institutions to create secure and role-specific experiences.


Creating Custom Profiles

openSIS allows administrators to create custom profile types.

To Create a Custom Profile

  1. Go to:
    Settings → Administration → Profiles & Permissions
  2. Click:
    Add Custom Profile
  3. Enter:
    • Profile Title
    • Description
  4. Select the base profile type:
    • School Administrator
    • Admin Assistant
    • Teacher
    • Homeroom Teacher
    • Parent
    • Student
  5. Modify permissions as required.
  6. Save the profile.

Why Base Profile Selection Matters

When creating a custom profile, the selected base profile determines:

  • the starting permission structure
  • default module visibility
  • available workflows

Example:

  • A custom profile based on Teacher inherits teacher-related capabilities.
  • A profile based on Parent inherits parent portal restrictions.

Info
This helps administrators create role variations quickly without building permissions from scratch.


Expand All and Collapse All

The permission screen includes:

  • Expand All
  • Collapse All

These options help administrators quickly review or manage module-level permissions across the system.


Best Practices

Use Role-Specific Profiles

Avoid giving unnecessary administrative access to all staff members.


Limit Sensitive Permissions

Restrict access to:

  • billing
  • system settings
  • reports
  • discipline records
  • user management

unless required.


Create Custom Profiles for Specialized Staff

Examples:

  • Registrar
  • Attendance Coordinator
  • Counselor
  • Academic Advisor
  • Front Desk Staff

Review Permissions Regularly

Institutions should periodically review profile permissions to maintain security and operational accuracy.

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