Managing Access & Permissions is an annual housekeeping task. These settings should be reviewed at the beginning of each academic year, particularly the Year Head settings.
Important: Due to the new rollover process, you must delete the previous academic year’s Year Head records and create new records.
Do not edit or reuse the existing Year Head records. You must create six new records—one for each year from Year 1 to Year 6.
The Parent Note setup must also be reviewed and updated before the beginning of each academic year. See the guide below for more information.
Delete the Old Year Head Records
1. Go to Access & Permissions on your Dashboard.
2. Under the Type column, locate the existing Year Head records for Years 1–6.
3. Click the Delete button in the far-right column beside the first Year Head record.
4. Confirm that you want to delete the record.
5. Repeat this process until all previous Year Head records for Years 1–6 have been deleted.
Do not edit the old records. They must be deleted before the new Year Head records are created.
Create New Year Head Records
You must create a separate new Year Head record for each year from Year 1 to Year 6.
1. From the Access & Permissions page, click Add.
2. Enter a suitable Title, such as First Year Head, Second Year Head or similar.
3. Under Type, select the relevant year.
- Select 1 for First Year
- Select 2 for Second Year
- Continue in the same way for Years 3, 4, 5 and 6
4. Under Classes, select all classes assigned to that Year Head.
- If there is one Year Head for the entire year, select all classes.
- If there is more than one Year Head for the same year, select only the classes assigned to that staff member.
5. Under Module Access, review the following areas:
- Absentee
- Leave Permission
- Late Form
- An Individual Email can be sent to the Year Head for each note submitted.
- For example, when a parent submits a Late Form, the assigned Year Head can receive an email.
- Enable Approval Access if the Year Head should be able to approve Permission to Leave notes.
6. Under Email, enter the email address used by the Year Head to log in to the Unique Schools Dashboard and Administrators App.
- This should be the staff member’s school email address, not a personal email address.
7. If more than one staff member is assigned to the year, select Click here to add more Email Addresses and enter the additional school email addresses.
8. Click Submit to create the new record.
9. Repeat these steps until you have created new Year Head records for Years 1, 2, 3, 4, 5 and 6.
Final check: You should have six new Year Head records—one for each year from Year 1 to Year 6.
- Year 1
- Year 2
- Year 3
- Year 4
- Year 5
- Year 6
Check that each record has the correct Year Head, classes, module access and school email address.
This is how your final list of Year Heads should look:
Click the image to enlarge
Year Heads, Principals, Deputy Principals and Office staff should have the appropriate access. Please contact Unique Schools Support if you need help confirming or updating these settings.
If you need assistance setting up your Year Heads, feel free to contact us via email or book a free Zoom training session using the button below.