Who does what

This is the client decision page. Read it once with your School Admin and Accountant present. It answers: who collects fees, who approves discounts, who marks attendance, and what Principal cannot do on the web.

Org mind map

Maker–checker (money control)

Sensitive finance changes use a maker–checker pattern:

| Step | Who | What | | --- | --- | --- | | Maker | Accountant | Collects fees; submits discounts / voids / fee overrides / income–expense for approval | | Checker | School Admin | Opens Approvals (/portal/approvals) and approve / reject |

Do not give School Admin credentials to the fee counter. Create a dedicated Accountant login.

Capability matrix (web portal)

Legend: Full = day-to-day ownership · View = read / oversight · Submit = create pending approval · — = not in default role menus

| Module | School Admin | Principal | Vice Principal | Accountant | Class Teacher | Parent | Student | | --- | --- | --- | --- | --- | --- | --- | --- | | Students | Full CRUD | View lists | View lists | List + fees / enroll tools | Assigned / My Students | — | Self | | Employees / teachers | Full CRUD | View lists | View lists | List + add / edit (no delete) | — | — | — | | Fee collect & receipts | Full | — (hand off) | — (hand off) | Full (counter) | — | View / pay | View own | | Fee masters / coupons | Full (Admin Settings) | Settings (no Account Section) | Same | — | — | — | — | | Account Section (dues, ledgers, IE) | Full | No | No | Full | — | — | — | | Income / Expense write | Immediate | — | — | Submit → Approvals | — | — | — | | IE edit / delete | Full | — | — | Blocked (admin only) | — | — | — | | Approvals queue | Checker | No | No | My requests only | — | — | — | | Teacher salary pay | Yes | Via menus if granted | Dedicated salary | Yes (default) | — | — | — | | Attendance | Full + biometric | Full leadership | Full leadership | — (default) | Mark class | Child view | Own view | | Timetable | Manage | Manage | Manage | — | My schedule | — | View | | Exams | Full pipeline | Full | Full | — | Schedule + marks | Results | Results | | Messages / SMS | Full | Full | Full | — | Parent chat | Message teacher | — | | Admin Settings | Full | Leadership settings | Leadership settings | No | No | No | No | | Plan & Billing | Yes | No | No | No | No | No | No |

| Job in the school | Recommended role | Why | | --- | --- | --- | | Own the school, clear approvals, change fee masters | school_admin | Only checker + full settings | | Counter: collect fees, print receipts, daily collection | accountant | Account Section without Approvals power | | Academics, leave, messages, exams oversight | principal | Leadership without fee counter menus | | Same as principal + pay teacher salary | vice_principal | Salary menu | | Daily class attendance & homework | class_teacher | Class-scoped only | | See child fees / results | parent | Family portal + APK | | See own timetable / results | student | Student portal + APK |

Web vs Android (APK)

| Topic | Web | APK | | --- | --- | --- | | Full Approvals / Income–Expense ledgers | Yes | Limited / not full parity yet | | Fee collect for leadership & accountant | Yes | Student Fees screens | | Menu ACL | Sidebar from effective_menu_ids | Drawer filtered when ACL present | | Principal Account Section | Hidden | May show fees/salary shortcuts — still prefer Accountant for money |

Where to go next

| Role guide | Link | | --- | --- | | All seeded roles | Roles & permissions | | School Admin | Overview | | Accountant | Overview | | Principal | Overview | | Vice Principal | Overview | | Class Teacher | Overview | | Money model | Fee collection workflow |