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How To Manage Role Permission Matrix

Search roles, inspect permission groups, toggle access flags, and maintain the authorization matrix from Administration.

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Last updated: March 25, 2026

This guide explains how to use Role & Permission Matrix inside Administration to manage the access structure for each role.

Best for

Super Admin operators who are responsible for defining which parts of the platform each role can access.

Requires

Access to the Administration module and role-management permission.

Result

Role permissions stay aligned with the responsibilities of accountants, teachers, librarians, receptionists, and other school operators.

Before you start

  • Decide which role you want to review first.
  • Confirm the access change you want to make before toggling any permissions.
  • Use a Super Admin account when you need to edit the full matrix.

Important: permission changes affect who can use the rest of Smart School. Review the selected role carefully before applying group-level changes.

Administration -> Role & Permission Matrix

Step 1: Open the Role & Permission Matrix page

Go to Administration and open Role & Permission Matrix.

Role & Permission Matrix workspace showing the role list on the left and the permission groups on the right.
The workspace keeps the role selector on the left and the permission matrix on the right so you can review access without leaving the page.

The page is split into two parts:

  • a role list on the left
  • permission groups and modules on the right

Step 2: Select the role you want to manage

Click a role card in the left panel to load its permissions.

In the current UI, the common roles include:

  • Accountant
  • Admin
  • Librarian
  • Receptionist
  • Super Admin
  • Teacher

The selected role appears in the main panel so you can confirm the current permission set before editing.

Step 3: Search permissions or expand the groups

Use the search fields to narrow the list:

  • search by role name on the left
  • search permissions in the main panel

The permission groups are organized by product area, so you can expand the relevant group and review only the permissions you need.

Step 4: Toggle individual permissions or an entire group

Use the group checkbox to grant or remove a whole set of permissions.

Use the individual checkboxes when you only want to enable a specific permission.

The matrix groups permissions by areas such as:

  • System
  • HR
  • Students
  • Academics
  • Attendance
  • Finance
  • Library
  • Hostel
  • Examinations
  • Transport
  • Communications
  • Front CMS
  • Download Center
  • Print

Step 5: Create, edit, or delete roles when necessary

The role panel also supports role management actions.

Use the plus button to create a new role, the edit action to rename or adjust a role, and the delete action only when the role is no longer needed.

Keep the role catalog clean so the matrix stays easy to understand for the operators who manage it later.

Step 6: Verify the selected role after changes

After changing permissions:

  1. confirm the selected role still appears on the right
  2. recheck the expanded groups you changed
  3. refresh the page if the active role or permissions are not immediately reflected

Verify the result

Use this checklist after editing role permissions:

  • the correct role is selected
  • the intended permission groups are expanded
  • the selected permissions match the role’s responsibilities
  • Super Admin roles remain protected from accidental edits

Expected result: the role matrix reflects the intended access structure and the selected role can only use the permissions it should have.

Troubleshooting

IssueLikely causeWhat to do
A role cannot be editedThe role is protected or you do not have accessUse a Super Admin account and reselect the role
Permission changes are not appliedThe selection was not saved or the wrong role was activeConfirm the active role and repeat the change
Too many permissions are visibleThe search field is empty and all groups are expandedSearch for the module or collapse groups you do not need
A group checkbox behaves unexpectedlyThe permission set for that group is mixedReview the individual permissions in that group before saving

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