How to manage roles in Perno Eduwallet

Roles in Perno Eduwallet determine which data users can view and which actions they can perform within an institution. Employee and teacher roles are assigned in Perno Company → Colleagues, by selecting the Eduwallet role and the institution to which access applies separately.

The same person can have different roles across applications and institutions — for example, a Project Manager in Perno Company, a Teacher in one Eduwallet institution and a Guardian in another.

1. Open role management in Perno Company

In the Context selector at the top of the screen, select Perno Company, then click Colleagues in the left-hand menu.

On the Colleagues and roles page, you will see two sections:

• Company workspace roles — users’ roles in Perno Company.

• Education roles — roles in Perno Eduwallet, together with the assigned institution and access status.

The Perno Company role and the Eduwallet role are independent. Eduwallet permissions are assigned separately for each institution.

2. Invite a user

Click Invite colleague. In the Email address field, enter the email address of the person you want to invite.

In the Default application field, select the default application. If the user will mainly use Eduwallet, select Perno Eduwallet.

This selection means that:

• the invitation will use Perno Eduwallet branding;

• Eduwallet will open after the invitation is accepted;

• Eduwallet will be the default application for future sign-ins.

Selecting the default application does not replace assigning a role and selecting an institution.

3. Assign roles and select an institution

In the Company workspace access section, use the Perno Company role field to select the user’s role in Perno Company.

Then go to the Education access section and complete:

• Perno Eduwallet role — the role that determines permissions in Eduwallet.

• Eduwallet institution — the institution where this role will apply.

The following options are available in the Eduwallet role list:

For example, to grant access to an administrative-office employee, select School employee and the appropriate institution in the Eduwallet institution field.

Check the email address, both roles, the institution and the default application, then click Send invitation.

4. Manage an existing user’s roles

Go to Perno Company → Colleagues. Next to the selected user, click Manage app roles to manage their roles across applications.

When changing access, check both the Eduwallet role and the institution it applies to. A role assigned in one institution does not determine the user’s permissions in other institutions.

5. Understand the scope of each role

Administrator — Eduwallet Administrator

The Administrator manages the entire institution workspace. They can:

• edit institution settings;

• manage academic years, classes and groups;

• add and manage students and guardians, and connect their profiles;

• invite users and manage their access;

• configure payment destinations;

• create one-time charges and manage recurring fees;

• record manual payments and cancel unpaid charges;

• configure and pause payment reminders;

• use financial reports, exports and CSV imports;

• manage student documents and institution communication.

This role is intended for the person responsible for the complete configuration and operation of Eduwallet.

School Employee

A School Employee has broadly the same operational permissions as an Administrator. They can manage:

• students and guardians;

• academic years and groups;

• one-time charges and recurring fees;

• payment destinations and manual payments;

• reminders;

• reports and imports;

• documents and communication.

This role is intended for administrative-office staff who handle both student records and payments.

Chairperson

A Chairperson can review institution data and manage financial processes. They can:

• view students, guardians, classes and academic years;

• view all institution charges and payments;

• create and manage one-time charges and recurring fees;

• configure payment destinations;

• record manual payments and configure reminders;

• access financial reports and exports;

• view documents and use institution messaging.

They cannot normally add or edit students, guardians, academic years or groups. They do not manage users, people imports or institution settings.

Treasurer

A Treasurer is primarily responsible for payments and financial administration. They can:

• view students, guardians, groups and academic years;

• view all charges and payment details;

• create one-time charges and manage recurring fees;

• configure payment destinations;

• record manual payments;

• cancel unpaid charges that are eligible for cancellation;

• configure reminders and review their sending history;

• access reports, financial exports and institution messaging.

They cannot normally manage student and guardian records, roles or the institution’s organizational settings.

Teacher

A Teacher has access to the educational and student-related areas. They can:

• view students and guardians;

• view academic years, classes and groups;

• view charges and payment status;

• view and manage student documents within their permitted scope;

• communicate with institution participants.

They cannot create charges, record payments, or configure payment destinations and reminders. They do not have access to finance-management functions. They cannot add or edit students, guardians, groups or academic years, or manage institution roles and settings.

Parent or Guardian

A Parent or Guardian can access only information about students connected to their account. Depending on the relationship settings, they can:

• use the parent portal;

• view assigned students;

• view permitted charges and outstanding balances;

• open payment requests and pay without a separate Perno login;

• view permitted student documents;

• participate in conversations with the institution.

A guardian can be designated as the primary guardian and billing contact, and can be allowed to view payments and documents.

A guardian cannot see other students, families or the institution’s general financial reports. Guardians can be invited directly from Perno Eduwallet — they do not need a Perno Company role.

6. Adult-student access

An adult student can pay their own charges. In this case, their login email address is connected directly to their student profile.

They can receive payment communication and pay their own charges without a separate guardian relationship.

Adult-student access is not a separate staff role. It does not grant administrative permissions or access to other students’ data.