Employees and teachers who use Perno Eduwallet are invited from Perno Company. When inviting someone, you choose their role in each application, assign them to the appropriate institution and select their default application. The same person can have different responsibilities and permissions in Perno Company and Perno Eduwallet.
Inviting colleagues and assigning roles in Perno Eduwallet
1. Open the colleagues list
Go to Perno Company and select Colleagues in the sidebar.
Click Invite colleague to open the invitation form.
2. Enter the invitee’s details
Enter the email address and complete the person’s details in the available form fields.
Check that the email address is correct — the invitation will be sent to this address.
3. Choose the Perno Company role
In the Perno Company role field, choose the role that determines the user’s permissions in Perno Company.
Roles are assigned separately for each application. For example, someone with the Project manager role in Perno Company can have the Teacher role in Perno Eduwallet.
4. Assign a role in Perno Eduwallet
In the Perno Eduwallet role field, choose the appropriate role:
|
Role in the form |
English name |
|
Administrator |
Administrator |
|
School employee |
School employee |
|
Chairperson |
Chairperson |
|
Treasurer |
Treasurer |
|
Teacher |
Teacher |
|
Parent or guardian |
Parent or guardian |
Next, in the Eduwallet institution field, select the institution where the user will have this role.
The Eduwallet role applies to the selected institution. The same person can have different roles in different institutions.
5. Set the default application
In the Default application field, choose the application that should open by default for the user.
If you select Perno Eduwallet:
-
The invitation will use Perno Eduwallet branding.
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After accepting the invitation, the user will be directed to Eduwallet.
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Eduwallet will also be the default application for subsequent sign-ins.
Selecting the default application does not replace assigning a role and institution.
6. Send the invitation
Check the email address, roles in both applications, institution and default application.
Click Send invitation to send the invitation. The user should open the message they receive and accept the invitation.
7. Change the colleague’s roles and access
To change permissions later, return to Perno Company → Colleagues and select Manage app roles next to the relevant person.
Update the appropriate assignments and save the changes. Removing access to one application does not automatically remove the person’s roles in other Perno applications.
This guide was created using the supplied description and previously available screenshots of this form. The seven new screenshots could not be read.