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How do I change a teacher's Limited Staff permissions?

Let a teacher take attendance, cancel or move their own lessons, see parent phone numbers and emails, or read the office's staff notes, one teacher at a time. Open the teacher from Staff > All Staff, click Edit Staff, and go to the Role & Permissions tab. The switches under Staff Additional Permissions appear only when Staff Role is Limited Staff. Click Save when you are done.

Applies to: Owner, Manager, Limited Staff
PLUS Feature: No
Plan: All
Last updated: November 3, 2026

Table of Contents

  1. Overview
  2. Turn on a permission for one teacher
  3. What each switch does
  4. Make-up credit permissions
  5. Why the switches are missing
  6. When to use the Staff role instead
  7. FAQ
  8. Related Articles

Overview

Limited Staff is the Opus1.io role for teachers. A Limited Staff teacher sees their own students and their own schedule, and nothing else in your school. A handful of extra actions stay off until you turn them on for that person: seeing families' contact details, taking attendance, reading and writing staff comments, changing lesson details, and cancelling lessons or classes. Posting lesson notes to families is the one switch that starts on.

Each switch belongs to one teacher, so two guitar teachers at the same school can have different settings. One might take attendance on the studio iPad while the front desk does it for the other.

Why: The switches let you give a teacher exactly what their teaching needs without handing them every family's billing record and contact list, which is what the Staff role would do.

In Opus1.io, a teacher's own students are the people they have taught in the last 15 days or are scheduled to teach in the next 15 days. When a student's last lesson with that teacher was more than 15 days ago and nothing is booked ahead, the student drops off that teacher's list, and none of these switches reach them anymore.

ℹ️ Note: Staff, Managers, and Owners can change these switches. A teacher who opens their own profile can update their own contact details but does not see the switches.

Turn on a permission for one teacher

  1. Go to Staff > All Staff and open the teacher's profile.
  2. Click Edit Staff.
  3. Open the Role & Permissions tab.
  4. Check that Staff Role is set to Limited Staff. Under the role, Opus1.io describes it as "Staff providing services, can only see own clients and schedule." View Role Definitions Here compares Owner, Manager, Staff, and Limited Staff side by side.
  5. Under Staff Additional Permissions, turn on the switches you want.
  6. Click Save. The button stays grayed out until something on the profile has changed.

Screenshot 2026-11-03 at 14.45.31

If the teacher is signed in while you save, ask them to sign out and back in so their view matches the new settings.

What each switch does

Switch Starts What the teacher can do Why you'd turn it on
Can view own client's contact info Off See phone, email, and mailing address for their own students and those students' account managers The teacher calls or emails families directly about practice or a running-late lesson
Can take attendance for own appointments / classes Off Mark attendance on private lessons and group classes they teach Attendance is recorded by the person in the room, not reconstructed by the office on Friday
Can post own client comments On Write lesson notes that the student and their account manager are emailed The teacher owns practice notes and sheet music for their students
Can view staff comments on own clients Off Read the internal staff thread for their own students The teacher needs context the office has, such as a schedule change at home
Can post staff comments on own clients Off Write on that thread and delete comments they posted The teacher reports back to the office without the family seeing it
Can update own client's appointments Off Change location, room, date, and time on their own lessons The teacher swaps rooms or moves a lesson without calling the front desk
Can cancel own client's appointments Off Cancel their own private lessons The teacher handles a sick day without waiting for the office
Can cancel own client's classes Off Cancel their own group classes The same, for a group class the teacher runs
Contact info

With Can view own client's contact info on, the teacher sees phone, email, and mailing address for their own students and the account managers who pay for them. Billing, payment methods, invoices, and other teachers' families stay with Staff and above in Opus1.io. The trade-off is direct contact against keeping families' details off teachers' personal phones.

Attendance

Can take attendance for own appointments / classes covers the private lessons and group classes that teacher teaches. Attendance opens 1 hour before the start time and stays open afterward, so a teacher can catch up the next morning. The separate article How to let teachers take attendance covers the same switch on its own.

Client comments

Can post own client comments is the only switch that starts on for a new Limited Staff teacher in Opus1.io. Client comments are the board the family reads, and the family is emailed each new note. Leave the switch on when teachers write their own lesson notes. Turn it off when the office writes them. The teacher can still read client comments for their own students either way. For how the two comment boards differ, see Who can see client comments and staff comments?

Staff comments

Staff comments are the internal board in Opus1.io. Families never see them. Two switches control a teacher's access:

  1. Can view staff comments on own clients lets the teacher read the staff thread for their own students.
  2. Can post staff comments on own clients lets them write on that thread and delete comments they posted.

The post switch stays unavailable until view is on, and the screen notes that it requires "Can view staff comments on own clients." Turning view off turns post off too.

Two teachers who share a student, and who both have view on, read each other's staff notes. An @mention email includes the comment text but does not open the thread. To read the thread, the teacher needs the view switch and needs to teach that student.

Changing a lesson

Can update own client's appointments lets the teacher change the location, room, date, and time of their own lessons. A new time can carry forward to upcoming lessons on the same weekday. Moving a weekly series to a different day of the week is a recurring schedule change, which stays with Staff, Managers, and Owners in Opus1.io.

Cancelling a lesson or a class

Can cancel own client's appointments lets the teacher cancel their own private lessons. Can cancel own client's classes does the same for group classes they teach. The two switches are separate, so a teacher can cancel private lessons without being able to cancel a whole class.

When the teacher cancels, they choose a staff cancellation or a client cancellation. Your cancellation policy then decides credits, invoices, and fees, exactly as it does when the office cancels. Because that choice changes what the family receives, agree with your teachers on when each one applies.

Make-up credit permissions

Teacher make-up management permissions controls what the teacher can do with make-up credits for their own students.

Option What the teacher can do
None Nothing. Make-up credits stay with the office. This is where every teacher starts.
Can View Own Students' Credits See make-up credits for their own students
Can View Own Students' Credits and Send Proposals See credits and send the family a make-up proposal
Can View Own Students' Credits, Send Proposals, and Book Make-ups See credits, send a proposal, and book the make-up
Can View Own Students' Credits and Book Make-ups See credits and book the make-up directly

A teacher who books a make-up uses the same booking steps as your front desk, and the family gets the standard confirmation email. Some credits cannot be used yet, such as one that is not valid until a later date, or one waiting on payment of the original lesson's invoice when the service requires that. The teacher still sees those credits, but Use Credit is grayed out with a note explaining why.

Why: A teacher who books make-ups into their own open slots saves the front desk a round of emails with the family. Keep it at None if your office prefers to control where make-ups land.

Screenshot 2026-11-02 at 17.36.52

Why the switches are missing

When Staff Role is anything other than Limited Staff, Opus1.io shows "No additional permissions for this role" under Staff Additional Permissions.

That is expected. Staff, Manager, and Owner already include these actions for the whole school, so there is no per-person version of them. If you switch a teacher's role back to Limited Staff, the switches reappear.

When to use the Staff role instead

Changing a teacher to Staff opens every family, every enrollment, payments, and cancellations across your school in Opus1.io. A switch adds one action for one teacher's own students. Use the role for office work and the switches for teaching work. A teacher who also covers the front desk on Saturdays needs the Staff role; a teacher who wants to text a parent about a schedule change needs one switch.

FAQ

Can my teachers change their own availability? No. In Opus1.io, only Managers and Owners add, remove, or change a teacher's available hours, and no switch on this page changes that. See Can limited staff update their own availability?

Can a teacher enroll a student in a group class or a recital? A Limited Staff teacher cannot enroll students in group classes in Opus1.io; that stays with Staff and above. Teachers can enroll their own students in recitals and other performance events they are invited to. See How do my teachers enroll their students in a recital?

Do teachers find out when a student's subscription is ending? Yes. By default, Opus1.io emails the teacher on a subscription when that student's subscription is set to end, with no switch needed. See Are limited staff notified when their clients' subscriptions end?

Can a teacher see their own pay? Yes. A Limited Staff teacher can view their own payroll in Opus1.io. They cannot see other teachers' pay or change pay rates, which stay with Managers and Owners.

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