Understanding General Permissions

Modified on Wed, 6 Mar at 1:12 AM

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