Roles and what they can see

Everything you can see and do in Unifuse is decided by the permissions on your role. The sidebar only shows the areas you can open, and the server enforces the same permissions on every request, so hiding a screen is never the only protection.

Stock roles

Every institution starts with these roles. Administrators can change their permissions (except Admin) and create more. See Roles.

Role	Purpose	Typical use
Admin	Full access, including every Administration screen. Its permissions cannot be edited.	The institution’s Unifuse owners.
Advisor	View and manage assigned students, read the knowledge base, run campaigns and surveys, work with agents, approve routine agent actions, send messages, export data and read conversation logs. Cannot manage the knowledge base, grant student access, see Advancement or use Administration.	Advising and student-success staff.
Dean	Read-only across all of the institution’s students, not just a caseload, with exports. No edits and no sending.	Leadership who need the whole picture.
Viewer	Read-only across the hubs. No escalation, export, sending or unmasking of personal data.	Auditors, new starters.
Student	The default role for anyone who signs in without a mapped role. Sees nothing in the staff workspace.	A safe landing role until an administrator assigns a real one.

How screens are gated

Each screen needs one permission. Some examples:

• Audit Logs needs view audit, which only Admin holds by default.
• Integrations needs manage connectors.
• Channels needs manage channels.
• The Administration link appears if you hold any of manage institution, manage SCIM, manage roles or manage users, and each Administration tab is shown only to the permissions it needs.

Changes to a role’s permissions take effect on the next request. Nobody has to sign out and back in.

Student scope

Advisors see the students assigned to them. Roles with full student access (Admin and Dean by default) see every student at the institution.

Related

• Roles for editing the permission matrix
• Users for assigning roles