Roles and permissions

Roles are assigned per organization, and a person can hold several.

• Owner: everything, including changing the accounting basis and assigning owners. The last owner can't be removed.
• Administrator: settings, people, billing, classes, curriculum publishing, certificates. No financial or donor records unless also given a finance role.
• Treasurer: all finance, approvals, period closing, donor records, payroll records.
• Bookkeeper: post entries, bills, banking and reconciliation; approvals stay with the treasurer.
• Contribution volunteer: enter offering batches and donors only.
• Leadership (read-only): financial reports without donor identities.
• Auditor: read-only finance, donors, payroll records and audit log.
• Teacher: only assigned classes; can write curriculum.
• Student / Parent-guardian: their own (or their children's) classes, lessons, progress and certificates.

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