In the Users area, District users can optionally edit the names provided by the system for default roles. As an example, the default Bookkeeper 100 name can be changed to Secretary. 

This may help districts that wish to more closely match roles in the system with workplace terminology. 


Changing role titles will not change the underlying technical permissions provided by the system.


TABLE OF CONTENTS


Before you begin

  • This article refers to the Users experience within SchoolCash Accounting and SchoolFunds Online. If your district uses the legacy User Maintenance experience previously available with KEV applications, see District Level - How to Use User Maintenance (August 2013).
  • Only District Users can perform the steps described in this article.


Edit a Role Name

1. Open the Users area

After logging in to the system, open the Users area.

  • In SchoolCash Accounting, click USERS in the left navigation.
  • In SchoolFunds Online, click ADMIN > Users.


2. Open the Roles area

Click the Roles option that's available in the USERS menu.

Image of the USERS menu with Roles indicated.


3. Select a Role Name to edit

Click the pencil icon associated with a Role Name that you wish to edit. In the example, the Bookkeeper 100 Role Name is selected.

Image of the roles listing with the edit icon associated with Bookkeeper 100 indicated.


4. Edit the Role Name

  1. Enter a new Role Name that's preferred by your district. In the example, Bookkeeper 100 is changed to Secretary.
  2. Click the checkmark icon to save the update or the cancel icon to return to the previous menu without saving. 

Image of Secretary having been entered in the Role Name field of Bookkeeper 100.