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OneClickRooms Documentation OCR for Schools
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Roles, responsibilities, and campus access

OCR for Schools is the school management product in OneClickRooms (OCR) for Education. The other product is OCR for Higher Education.

See which school roles manage setup, daily operations, student work, and parent access.

Portal path Dashboard Profile menu Role-based navigation

OCR for Schools shows each account only the functions allowed by its role and assignments. Some staff can hold more than one campus role; the portal combines those allowed capabilities while retaining each campus boundary.

Before you begin

  • Accounts should be issued only to people who need the role for their school duties.

Identify the role and campus responsible before starting a workflow.

  1. Institution Admin

    Manages institution-wide administration, campuses, institution administrators, system settings, and institution-level workflows that are assigned to this role.

  2. Campus Admin

    Runs the assigned campus operations, including academic setup, students, schedules, facilities, and approvals available for that campus.

  3. Finance and Examinations

    Finance staff handle fee and account tasks. Examinations staff handle examinations, assessments, and related approval work. A staff member may receive additional capabilities through an assigned role.

  4. Teacher

    Uses assigned classes and subjects for schedules, homework, student activities, and any academic tasks granted to the teacher account.

  5. Student and Parent

    A student sees their own academic and service information. A parent account sees the student list explicitly assigned by the school; the parent role does not inherit staff access.

Do not share staff credentials

Use each person’s account so approvals, changes, and audit entries remain attributable to the correct user.

Campus boundaries

Campus staff actions are restricted to the assigned campus or campuses. A student, class, schedule, fee, or sibling group outside that scope should not be accessible by changing a URL or selector.

Institution Admin access may cover institution-wide administration, but workflows can still require a designated campus approver or another assigned role.

When an item is unavailable

  • Confirm the active sign-in account and its role.
  • Ask an Institution Admin to check the campus or role assignment.
  • If an approval is pending, use the designated My Tasks or approval page rather than creating a duplicate record.

Recommended next step

Continue with Sign In and Account Security or the setup guide for your role.