# Who can do what in Fees (owner, admin, accountant, cashier)

> The fee permissions in Pathshala, what the Accountant and Cashier jobs can and cannot do, and which actions only the owner or an admin can take.

Source: https://pathshala.mjxtechnologies.com/docs/fees/roles-and-permissions/

In Pathshala every fee screen and button checks a **permission**. The **owner** can do everything. **Admins** can do almost everything. Other staff can do what their **job** allows — and MJX offers two jobs made for fees: **Accountant** and **Cashier**.

## How to give someone a fee job

> [!PATH] Sidebar › Settings › People & roles › Roles & permissions

![Roles & permissions screen with a Use here button under Jobs MJX offers marked](media/fees/roles-and-permissions-1.jpg "Sidebar › Settings › People & roles › Roles & permissions")

1. Under **Jobs MJX offers**, find **Accountant** or **Cashier** and press [[Use here]].
2. Give the job to the staff member who does that work.

*Giving one person a job changes only that person, never anybody else.* You can also press [[Make a job]] to build your own from a starting job. For adding staff logins and the full list of jobs, see [Users and roles](account/users-and-roles).

## The two fee jobs

| Job | What it is for | What it cannot do |
|---|---|---|
| **Accountant** | Fee setup, invoices, discounts, refunds, the day-book, cheques, parent claims, reminders and reports | Mark attendance |
| **Cashier** | Take a payment and print the receipt; see invoices, dues, the dashboard and the day-book | Give a discount, refund, raise an invoice, change fee setup, send reminders |

The cashier's limits are deliberate: a person who can raise an invoice or give a discount can decide what a family owes, which is exactly what separating the two jobs prevents.

## Permissions and the screens they open

| Permission | Opens or allows | Accountant | Cashier | Staff with no job (older default) |
|---|---|---|---|---|
| View Fee Dashboard | Fee Collection | Yes | Yes | Yes |
| Manage Fee Setup | Fee Heads, Fee Structures, Tally ledger names | Yes | — | View only |
| Manage Instalments | Saving a collection plan | — | — | — |
| View Invoices | Invoices, Payments | Yes | Yes | Yes |
| Create Invoice | Generate, send and cancel invoices | Yes | — | — |
| Collect Fees | Record a payment, download and resend receipts | Yes | Yes | Yes |
| Manage Discounts | Discount types; give, expire or remove a student's discount | Yes | — | Open and give only |
| Approve a Discount | Approve a pending discount, auto-approve | — | — | — |
| Manage Refunds | Refund a payment | Yes | — | — |
| Cancel a Payment | Cancel a wrong payment | — | — | — |
| View Fee Reports | Collections, and Worth a look (owner and admin only) | Yes | — | Collections |
| View Day Book | Day-book and its download | Yes | Yes | Yes |
| Manage Cheques | Cheque register | Yes | — | View |
| Settle a Cheque | Mark cleared or bounced | — | — | — |
| Manage Payment Claims | Open Parent Payments | Yes | — | View |
| Accept a Payment Claim | Confirm or reject a parent's claim | — | — | — |
| Send Fee Reminders | Fee Reminders | Yes | — | View only |
| Manage Activities | The Activities screen | — | — | View only |
| Manage Payment Methods | Payment Methods | — | — | View only |

A dash means the job does not include it by default — the owner or an admin does it, or you add it to a job of your own.

## Actions kept for the owner and admins

These are done by the owner or an admin unless you add the permission to a job yourself:

- Cancel a payment, settle a cheque, approve a discount, accept a parent's payment claim, save a collection plan.
- Connect an online payment gateway and change payment methods.
- Send reminders **again** within 20 hours.
- Open **Worth a look** (owner and admin only — it names who recorded each row).
- **Refunds** are the owner's by default; an admin needs a job with **Manage Refunds**.

## Plan and module gates

A permission opens a screen only if your plan includes it. A row the plan does not carry shows a padlock (or is hidden), whatever the person's job. See the plan table on [Fees management](fees).

## Questions people ask

### Can a cashier give a discount?

No. The Cashier job takes money and prints receipts. It cannot give a discount, refund, raise an invoice or change the fee setup, so it can never change what a family owes.

### Who can refund a fee?

The owner, or a staff member whose job includes Manage Refunds (the Accountant job has it). Admins without that job cannot refund.

### How do I give my accountant access to fees?

Open Settings, Roles & permissions, use the Accountant job MJX offers, and give it to that person. Giving a job to one person changes nobody else.

### What does a staff member without a job see?

Until your institute starts using jobs, staff accounts keep the older default access shown in the last column of the table on this page.