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A role is a set of permissions. A member of staff has one role, and it decides every screen they can reach.

Pupils and staff

Academics

Finance

Administration

Separating doing from approving

The four approve_* permissions exist to be held by somebody other than the person doing the work.
Refunds enforce this in the system, not merely in policy: the person who requested a refund cannot approve it, at any amount, whatever their role says.Give approve_refunds to at least two people. A school where only the bursar holds it cannot process a refund the bursar requested — and cannot process any refund at all while the bursar is away.

Suggested roles

Adjust to how your school actually divides the work. The one arrangement worth keeping is that whoever approves refunds is not whoever records payments.

Changing someone’s role

Takes effect the next time they load a screen. Managed on User Management by someone with manage_users — see Staff and roles.