Understanding General Permissions

Modified on Mon, 23 Sep at 3:16 PM

Default values have been set for the existing roles of Account Owner, Administrator, Manager, Assistant Manager and Staff based on their hierarchy. Using the defaults as a starting point you can then add more permissions, downgrade or remove access depending on the role. 

 

Within the Settings menu, select Roles and Permissions, then View on the particular role you want to edit.

 

General Permissions

 

Agency Main

Agency creation and requirement management

Read-only: Can view 

   
   

Business Main

Profile management and contact assignment

Read-only: Can view Business > Profile; Business > CCS Provider Management

Edit                                      

Create 

Delete

  • Generate new Code

  • Update Business profile info

  • Create Return Fee Reduction

  • Provides full access 

  • Provides full access

Business Account Payment Methods

Subscription payment method management

NEED: Access to the 'Business Main' permission

Read-only + 'Business Main' on: Can view Business > Profile > Billing

Edit

Create

Delete

  • View Payment Methods 

  • Ability to Add a Card

  • Provides full access

Roles and Permissions

Role and organisational hierarchy management

Read-only: Can view Settings > Roles and Permissions

Edit

Create

Delete

  • Change Levels 

  • Edit permissions

  •  Create New Role

  •  Provides full access

Business Tags

Tag customisation and management

Read-only: Can view Business > CCS Provider Management; Business > Tags

Edit

Create

Delete

  •  View Tags

  • Edit existing tags

  • Add new tags

  •  Delete existing tags

Centre Main

Profile management and contact assignment

Read-only: Can view Centres > Profiles

Edit

Create

Delete

From Centre Profiles:

  • Edit Centre Profile info

  • Generate New Code

  • Upload Statement logo

From Settings:

  • Add and Save business hours

  •  Add new Centre

  •  Deactivate Centres

Classes

Manage class details, regulations, staff assignment and default fees

NEED: Access to the 'Spaces' permission to be able to view 'Space Names' within a class

Read-only: Can view Centres > Classes

Edit

Create

Delete

  • Edit existing Class info

  • Add new Class

  • Archive existing class

Fees

Manage session cost, utilisation, class assignment(s), and late pick-up/early drop-off fees

Read-only: Can view Centres > Fees

Edit

Create

Delete

  • Edit existing fees

  • Add new Fees

  • Deactivate existing class

Spaces

Manage locations that classes are assigned to or need to move to throughout a centre

NEED: Access to 'Classes' permission to view specific class Spaces (Edit level or above)

NEED: Access to 'Centre main' permission to view all spaces (Read only level or above)

Read-only: Can view the selected space on the classes and within Centre Profile > Spaces

Edit

Create

Delete

  • Edit a Class space using existing spaces only

  • Add new Spaces

  • Delete Space from the Centre profile > Spaces

Centre Tags

Tags assignment

NEED: Access to 'Centre main' permission to view/manage these tags

Read-only: Can view selected centre tags, cannot search on Tags

Edit

Create

Delete

  • Assign/unassign existing tags to a Centre

  • Provides full access

  • Provides full access

Reporting

Access to reporting metrics and data

Read-only: Can view/build the full list of reports and view the Dashboard reporting and download csv files

Edit

Create

Delete

  • Provides full access

  • Provides full access

  • Provides full access

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