Skip to guide

How School Heads Delegate Fees and Student Management to Accounts Staff

School finance officers need access to fee ledgers and student contact information, but should not have access to academic curriculum planning.

Over-privileged accounts staff risk accidental curriculum disruption

Giving bursars full administrative rights just so they can record fee payments risks accidental alterations to classroom timetables and tests.

Configure tailored Accounts Lead permission roles

  1. Invite your school bursar or finance officer through the Access & Activity portal.

  2. Tick permissions for 'Fees' and 'Students' to give full collection capabilities.

  3. Leave Content, Lectures, and Team Messaging unticked to maintain academic isolation.

  4. Accounts staff log in and see a streamlined dashboard focused purely on finance.

Put it into practice

Example: Setting up a dedicated bursar portal

A school bursar logs into his EduVetta account, managing fee groups and issuing receipts seamlessly without seeing academic lesson plans or faculty tasks.

Worth checking first

  • Streamlined dashboards reduce confusion for non-academic administrative staff.
  • All recorded financial transactions trace directly to the bursar's account.

How EduVetta helps

EduVetta supports granular role delegation, allowing schools to equip finance teams with fee and student tools while protecting academic operations.

See how Access & Activity works for institutions.

Set it up for your institution

Bring it to your institution.

Access & Activity is part of the EduVetta institution workspace. Tell us about your institution and we will set it up with you.