How to use Permissions in Morrisby Manager - Click here to follow at your own pace

1. Accessing Permission Settings

• Log in to your Morrisby Manager account.
• Click the settings cog in the top-right corner.
• On the left-hand sub-menu, select the ‘Permissions’ section.

2. Understanding the Roles and Permissions View

• Permissions are organised by user roles (e.g. staff, advisor).
• Across the top: the different roles available.
• Down the left: the specific actions or data access options.
• A blue tick box indicates that a role has permission to perform that action or access that data.

3. Customising Permissions

• To change what a role can do:
  • Tick or untick the appropriate boxes.
  • Scroll to the bottom of the page.
  • Click ‘Save’ to apply your changes.
• Default permission settings are provided by Morrisby, but you are encouraged to:
  • Review and adjust them as needed.
  • Ensure each role matches your organisation’s access policies.

4. Setting Up a New Staff Member or Advisor

When adding a new user:

• Enter their name, email, and optionally, their job title.
• Select which students they should be linked to.
• Assign them a role, which will determine their permissions (based on the settings you've configured).

5. Support and Assistance

• If you need help managing permissions or setting up staff:
  • Reach out to the Morrisby Support team.
  • They are available to assist you with any questions or setup issues.