How to use Permissions in Morrisby Manager

Modified on: Thu, 7 Aug, 2025 at 3:30 PM



How to use Permissions in Morrisby Manager - Click here to follow at your own pace


1. Accessing Permission Settings

  • Log in to your Morrisby Manager account.
  • Click the settings cog in the top-right corner.
  • On the left-hand sub-menu, select the ‘Permissions’ section.


2. Understanding the Roles and Permissions View

  • Permissions are organised by user roles (e.g. staff, advisor).
  • Across the top: the different roles available.
  • Down the left: the specific actions or data access options.
  • A blue tick box indicates that a role has permission to perform that action or access that data.


3. Customising Permissions

  • To change what a role can do:
    • Tick or untick the appropriate boxes.
    • Scroll to the bottom of the page.
    • Click ‘Save’ to apply your changes.
  • Default permission settings are provided by Morrisby, but you are encouraged to:
    • Review and adjust them as needed.
    • Ensure each role matches your organisation’s access policies.


4. Setting Up a New Staff Member or Advisor

When adding a new user:

  • Enter their name, email, and optionally, their job title.
  • Select which students they should be linked to.
  • Assign them a role, which will determine their permissions (based on the settings you've configured).


5. Support and Assistance

  • If you need help managing permissions or setting up staff:
    • Reach out to the Morrisby Support team.
    • They are available to assist you with any questions or setup issues.



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