CMS, Payments & ERP Settings permissions catalog

When you edit a role under Settings → Access → Roles & Permissions, you see a list of modules, and each module has a row of checkboxes. This page covers three of those module groups — CMS, Payments, and ERP Settings — listing every checkbox with a plain description of what turning it on actually lets someone do. All eleven modules across these three groups use the same five checkboxes, in the same order: Add (create new), Edit (change existing), Delete (remove), View (see it), View All (see everyone’s/everything, not just what’s scoped to you). Where to manage this: Settings → Access → Roles & Permissions.

CMS

CMS stands for content management system — this is a website/page builder embedded in the ERP, used to run public-facing tenant websites (landing pages, fundraising pages, and similar). It’s separate from the school, SACCO, or member records elsewhere in the product: nothing here touches student, staff, or member data. A tenant can run more than one of these public sites, each with its own content, media, forms, and menus. There are 6 modules and 30 checkboxes in this group. Modules are listed alphabetically by their internal key, which is also the order they appear on screen.

1. CMS Content

The actual pages/articles published on a site — each one has a title, a status (draft or published), a publish date, and the data for whatever content type it belongs to. Only published content is visible to site visitors.

Checkbox	What it does
Add	Create a new content entry (page, article, etc.), starting as a draft.
Edit	Change a content entry’s fields, and publish or unpublish it.
Delete	Remove a content entry entirely.
View	Browse a site’s content entries, including unpublished drafts.
View All	See content across every site, not just the ones you’re scoped to.

2. CMS Content Types

The schema layer behind CMS Content — before you can create a page or article, someone defines what fields it has. This is a headless-CMS-style content model: think of it as defining custom post types (e.g. “Blog Post” with a title, body, and cover image, or a single “Homepage” record).

Checkbox	What it does
Add	Define a new content type for a site — its name, icon, and fields, and whether it’s a single one-off record or a repeatable list.
Edit	Change an existing content type’s fields.
Delete	Remove a content type.
View	See the content types defined for a site.
View All	See content types across every site, not just the ones you’re scoped to.

3. CMS Forms

A public-facing form builder. Visitors on a site fill in and submit these forms; submissions are stored (with the visitor’s IP and browser info) and flagged unread until staff review them.

Checkbox	What it does
Add	Create a new form — its fields, the message shown after submitting, and who gets notified by email.
Edit	Change a form’s fields or notification settings.
Delete	Remove a form — visitors can no longer submit it.
View	See a site’s forms and the submissions that have come in. There’s no separate “submissions” permission, so View covers both the form definition and the responses it’s collected.
View All	See forms and submissions across every site, not just the ones you’re scoped to.

4. CMS Media

The file and image library backing a site — used when building pages, forms, and content entries. Each item stores things like alt text, caption, tags, and dimensions alongside the file itself.

Checkbox	What it does
Add	Upload a new file or image to a site’s media library.
Edit	Change a file’s details — alt text, caption, tags.
Delete	Remove a file from the library.
View	Browse a site’s media library.
View All	See media across every site, not just the ones you’re scoped to.

5. CMS Navigations

The menu builder for a site — header and footer navigation, submenus, and links, defined once and rendered on the public site.

Checkbox	What it does
Add	Create a new menu for a site.
Edit	Change a menu’s structure — add, remove, or reorder links.
Delete	Remove a menu.
View	See a site’s menus.
View All	See menus across every site, not just the ones you’re scoped to.

6. CMS Sites

The top-level container: a site’s name, URL slug, optional custom domain, API key, and logo. Everything else in this group — content, content types, media, forms, navigations — belongs to one of these.

Checkbox	What it does
Add	Create a new site — give it a name, URL slug, and (optionally) a custom domain.
Edit	Change a site’s settings, including its custom domain, API key, and logo.
Delete	Remove a site — this also removes everything under it (its content, media, forms, and menus).
View	See the list of sites and their settings.
View All	See every site, not just the ones you’re scoped to.

Payments

There are 4 modules and 20 checkboxes in this group.

Note — this is school fee management, not general ERP billing. Despite sitting under a generic “Payments” label, these four modules are entirely about school tuition and fees: they were originally seeded under an “Edu360 — Finance & Parent Portal” block alongside the rest of the school product, and their real implementation lives in the school fee/parent-portal feature, not a general-purpose ERP invoicing system. They ended up in this “Payments” group because the role editor sorts modules into groups by matching their key against a pattern list, and any module key starting with payment, fee-type, fee-categor, or scholarship lands here — regardless of which product it was originally built for.

Modules are listed alphabetically by their internal key, which is also the order they appear on screen.

1. Fee Categories

The broad grouping a fee belongs to — Tuition, Transport, Uniform, Boarding, Meals, and so on. Used for organizing and reporting on fees, and for scoping which fees a scholarship applies to.

Checkbox	What it does
Add	Create a new fee category.
Edit	Rename or change a fee category.
Delete	Remove a fee category.
View	See the list of fee categories.
View All	See every fee category, not just the ones you’re scoped to.

2. Fee Types

A specific chargeable item within a category — for example “Tuition — Term 1.” Each fee type has an amount, a currency, a billing frequency (monthly, termly, yearly, or one-time), and can be scoped to a particular academic period, curriculum, or set of classes.

Checkbox	What it does
Add	Create a new fee type — its amount, currency, billing frequency, and which academic period, curriculum, or classes it applies to.
Edit	Change a fee type’s amount, frequency, or scope.
Delete	Remove a fee type.
View	See the list of fee types and their settings.
View All	See every fee type, not just the ones you’re scoped to.

3. Payments

The actual record of money changing hands against a student’s invoice — a staff member logging a cash, bank transfer, POS, or cheque payment at the counter, or a parent paying an outstanding balance themselves through the parent portal (by card, mobile money, or similar).

Checkbox	What it does
Add	Record a payment against a student’s invoice, or initiate a parent-portal payment.
Edit	Present as a checkbox, but there’s no edit action for a recorded payment in the product today — once logged, a payment isn’t changed through this screen.
Delete	Present as a checkbox, but there’s no delete/void action for a recorded payment in the product today. Payments are effectively permanent once recorded; the only reversible actions live at the invoice level (sending or cancelling an invoice), not on the payment itself.
View	See the payment history recorded against invoices.
View All	See payments across every student, not just the ones you’re scoped to.

Note: Add and View are the checkboxes that actually correspond to something in the product. Edit and Delete exist in the role editor (every module gets the same five checkboxes by default) but have no matching feature to turn on or off.

4. Scholarships

A discount applied to a student’s fees — either a percentage or a fixed amount — with its own validity dates and optional budget/recipient limits. Scholarships are assigned to individual students and applied automatically when their invoices are generated.

Checkbox	What it does
Add	Create a new scholarship — its discount type, which fee categories it applies to, validity dates, and budget/recipient limits — and assign it to students.
Edit	Change a scholarship’s terms or which students it’s assigned to.
Delete	Remove a scholarship.
View	See scholarships and which students hold them.
View All	See scholarships across every student, not just the ones you’re scoped to.

ERP Settings

There is 1 module and 5 checkboxes in this group.

Important — this one permission gates several unrelated settings screens at once. ERP Settings is a shared configuration store used across features that have nothing to do with each other: HR check-in geofencing, chat moderation policy, task productivity scoring, and M&E alert thresholds all read their settings through this single permission. Granting or denying it affects all of those screens at once — it isn’t scoped to just one of them.

1. ERP Settings

Checkbox	What it does
Add	Present as a checkbox, but there’s no “create a new setting” action in the product — settings records are created automatically with defaults the first time a screen is opened, not by a user through this permission.
Edit	Change the value of an ERP-wide setting — this is the checkbox that actually matters day to day, since it’s what lets someone save changes on any of the screens this permission gates.
Delete	Exists as an action in the backend, but it isn’t wired up to any button in the current product — there’s no screen where turning this on unlocks something.
View	See the current value of an ERP-wide setting.
View All	Present as a checkbox, but there’s no “list every setting” screen in the product — this doesn’t unlock anything beyond what View already shows.

SACCO roles & permissions catalog — the equivalent catalog for the Sacco360 module group, for comparison.

​CMS

​1. CMS Content

​2. CMS Content Types

​3. CMS Forms

​4. CMS Media

​5. CMS Navigations

​6. CMS Sites

​Payments

​1. Fee Categories

​2. Fee Types

​3. Payments

​4. Scholarships

​ERP Settings

​1. ERP Settings

​Related

CMS