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User roles

There are four user roles in Permission Click School Edition. Administrator, Principal, Organizer, and Bookkeeper. Each user role has different access. You can change the user role that members of your organization have at any time.

Here’s a non-exhaustive list of the actions each user role can accomplish. Use this as a general guide on how to assign roles.

Organization Administrator

  • Build forms
  • Approve parent-facing forms
  • School-wide forms visibility
  • Access all reports
  • Administrative features
  • Add users
  • Edit account details
  • Edit banking details


  • This user role can do everything a school administrator can do.
  • If your district uses workflow features in templates, users with this role type will be added to district level workflows that require school level 'principal' role approvals.


  • Build forms
  • View own forms
  • Reporting access on own forms
  • Bookkeeper
  • Run deposit reports for bank reconciliation