Members overview

Members are the people in your Relyant organization. Each member has one role. Their role decides what they can do and which apps they see.

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Roles

Your school can also create its own roles, and turn apps on or off for each role. See Roles. Only owners can make or remove owners, and nobody can change their own role. Parents aren’t a role. They get access through the children linked to them, from a student’s guardian record or Education’s Parents page. Staff who also have children at the school keep their role and get the parent view too. Education gives each person their own Education role as well. See Education roles and permissions.

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Team Members

In the Admin console, go to Team Members to see everyone in your organization. The Role column shows each person’s role. Click the Roles tab to see how many people hold each role and change what each role gets. See Roles. A summary at the top shows how many Staff accounts and Free users you have. Owners also see a meter against your plan and a View plan link. See Who counts toward your plan. On the Members tab, use Search members… to find someone by name or email, and Filter to narrow the list by Status, Role, Billing type (Staff account or Free user), Department, Joined, Birthday, or Last login. The row under the search shows how many members are Active and Pending. Click a count to filter by that status. The Last seen column shows Online for anyone active in Relyant in the last few minutes, and otherwise the date and time they were last active.

• Click a row or name to open the person’s page inside the Admin console.
• Open the actions menu on a row and click Edit access to go straight to their Role & permissions tab.
• Owners can also use Make Owner or Make Staff from the same menu.

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The Members list

In Facilities, click Members to see everyone in your organization. The Apps column shows a tile for each app your school has turned on. Hover over a tile to see their role in that app. A dashed tile means No access, owners and admins show Full access, and people on an older custom school role show Set by school role.

• Filter by app role: use Filter to show members with a given role in an app, such as Help Desk role.
• Set an app role for many people: select members with the checkboxes, click Set app role, pick an app and a role, then click Apply to N. Owners and admins are skipped because they already have full access.
• Open a member: click a row to open their page in a panel. See Manage roles and permissions.

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How-to guides