Manage Role Users
Use the role’s staff list to check who receives its permissions. The role page is for review; change role assignments from the staff member’s record.
Review staff assigned to a role
Section titled “Review staff assigned to a role”- Open Settings → Roles.
- Select the role.
- Review the staff list and their contact details.
- To change an assignment, open Settings → Staff and edit the staff member.
Change a staff member’s roles
Section titled “Change a staff member’s roles”- Open Settings → Staff and select the staff member.
- Choose Edit.
- Select or clear the relevant roles.
- Select Save.
After changing roles, ask the staff member to reload Kanri and confirm they can access the pages needed for their work. Avoid granting broad administrator access as a workaround for a single missing permission.
If a staff member leaves
Section titled “If a staff member leaves”Remove their staff access from the staff record. Review their other roles and school assignments before considering the task complete.