What's changed in Roles, Users and Mailboxes?
After customer feedback, we have made changes to the role permissions area of ReachMoreParents to make it easier for school administrators to manage and understand. Changes include simplifying the permission options as well as removing permission options that are no longer relevant or required.
You can find a summary of the new simplified permissions here.
We have also redesigned the way in which you make changes to users, roles, mailboxes, role permissions and role message permissions to make these admin tasks much easier.
In addition to these changes, we have created new standardised User Roles that will be applied automatically to all new schools. You can find a summary of the new User Roles here.
Key tasks that have been made easier
Assigning roles to users - You can now find your users easier with the filter and search options allowing you to look for all users, rather than those in a specific role. You can also assign roles to multiple users at once.
Creating new mailboxes - Mailboxes have been moved to their own section, making it easier to differentiate between mailboxes and roles and users. The process for creating a new mailbox is now much simpler, with less steps and an easier to use interface.
Setting which roles can message mailboxes or other roles - Role Message Permissions can now be edited from the same place as Role User Permissions, making editing of a role much more seamless. There is now also a much clearer interface, reducing potential confusion when editing these permissions.
Changing permissions for a role - We have not only condensed Role User Permissions, meaning there are less to scroll through and change, but we have also added clearer, more easily visible descriptions of what each permission does in a brand new interface.
New 'How to' articles for completing these tasks can be found here:
How to set which roles can message shared mailboxes or other roles.
How to change permissions for a role.
Tasks that have been removed
Creating new Roles - We have now introduced standardised roles for all new schools. If you are school that started their onboarding before 02/07/24, your roles will not have changed but all new schools will have the standardised roles going forward.
These standard roles cover everything a school might need a role for.
If the roles assigned to a user do not allow that user to perform a certain action, you can provide them with an additional standardised role that allows them to do what they need to do, rather than creating an entirely new role from scratch.
For instance, the 'Teacher' role may have the ability to post to the newsfeed, but not to manage the newsfeed. If you wanted to give a specific teacher that ability, you can provide them with the new 'Content Manager' role.
A summary of the new standardised roles can be found here.
If your school does not have these standardised roles, but you would like to, contact our support team, and we can arrange to change these for you.
Tasks that have remained the same, but may have moved
Other functions may not have changed, but have been renamed, moved to a new area, or there may be a new path to access them. These functions and the key information about what's changed are below:
Enrolling users - All methods of enrolling users have moved to new areas. Click here for instructions on how to enrol users: How to enrol users
Usage reporting - Moved to Admin Menu > User Management Reports
Send Password Reset Email - Moved to Admin Menu > Additional User Options
Impersonating A User - Moved to Admin Menu > Additional User Options
Disabling a user - Moved to Admin Menu > Additional User Options
Editing relationships - Moved to Admin Menu > Additional User Options
Creating a new sQuid Payment Administrator - Moved to Admin Menu > Additional User Options
Sending a welcome email - Moved to Admin Menu > Additional User Options
Deleting a user - Moved to Admin Menu > Additional User Options
Exporting lists of users in a role - Moved to Admin Menu > Additional User Options
Creating a sQuid Payments account for new users - Moved to Admin Menu > Additional User Options
Enabling parent's access to sQuid Payments - Moved to Admin Menu > Set Permissions for Roles
Profile Data Submissions - Renamed to Data Change Requests