Create a Staff User
Create an internal staff account and choose its Staff type.
Use Staff for internal employees. Choose one required Staff type; none is selected automatically.
Staff Types
| Staff type | Use it for |
|---|---|
| Operational Admin | Academic, attendance, trip, service, and inventory operations. No Finance, user approvals, deletion, or access administration. |
| Reception | Student lookup, read-only attendance, and trip registration, cancellation, and reactivation. No attendance editing or trip setup. |
| Accounting | Student financial accounts, charges, payments, allocations, coverage information, statements, and reports. No reversals, approvals, discounts, or Finance configuration. |
All three types use the internal workspace. Super Admin is a separate privileged account and cannot be created from this page.
Steps
- Leave the account type as Staff.
- Select Operational Admin, Reception, or Accounting.
- Enter name, email, and the required account details.
- Set a password or choose the available password setup option.
- Create the account and check its Staff type in the profile header.
Check Before Leaving
- The profile shows the intended Staff type.
- The internal workspace opens with the expected pages.
- One routine workflow works and unrelated actions are unavailable.
- Reception sees Today's Students, Find a student, and Trips on its dashboard. Today's Students is also in Workspace.
Change Staff Type
Open the staff profile and choose Change staff type. Select one of the three options and apply it.
This resets additional access, including custom groups, special capabilities, direct permissions, and Django administrative flags. The account keeps only the Staff base role and the selected Staff type. Applying the current type also performs this reset.
Authorized users can still manage additional access from the profile's Access tab after creation. It is not part of the create-user workflow.
Reception Attendance
Today's Students is a read-only list of distinct students scheduled today, with per-class attendance details. An attendance record is evidence of class attendance, not proof of physical building entry. Materials handling is not part of this workflow.