Understanding Record Keeping Permissions

Modified on Mon, 23 Sep at 3:17 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.

 

Record Keeping Permissions

 

Attendance Main

Attendance feature access, child schedules, sessions and class occupancy metrics

Need: Access to 'Fees' permission (read-only and above)

Need: Access to 'Family Account Main' permission for Create level (read-only or above)

Read-only: Can view Attendance screen ('Times' only)

Edit

Create

Delete

  • Edit existing attended sessions

  • Add Sessions

  • Remove sessions

Bus Roster

Bus Roster feature access

Need: Access to 'Fees' permission (read-only and above)

Need: Access to 'Family Account Main' permission for Create level (read-only or above)

Read-only: Can view Attendance screen ('Times' only)

 

Edit

Create

Delete

  • Edit an existing Roster

  • Add Bus Roster

  • Same as Create

Child Check In/Out

Manage child check in/out, absences and session details

Need: Access to 'Attendance Main' permission (Create level and above)

Need: Access to 'Fees' permission (read-only and above)

Read-only: Can view Attendance screen ('Times' only) - can mark child as Absent/clear Absent

Edit

Create

Delete

  • Mark a child's session as Absent

  • Clear Absent

  • Check a child In

  • Check a child out

  • Clear time entries

  •  Provides full access

Enrolment Main

Enrolment metrics, occupancy details and availability access

Need: Access to 'Classes' permission (read-only and above)

Read-only: Can view Enrolment > Dashboard; Enrolment > Management

Edit

Create

Delete

  • View and Search occupancy

  •  Provides full access

  • Provides full access

Enrolment Contracts

Child enrolment management, class assignments and fee assignments

Need: Access to 'Family Account Main' permission (read-only and above)

Need: Access to 'Fees' permission (read-only and above)

Read-only: Can view Families > Accounts - Active, Future and Expired Contracts

Edit

Create

Delete

  • Update: Editing the existing contract

  • Update: Ending the existing contract with no replacements

  • Add new contract

  • Update: Create a new contract and end an existing one

  •  Provides full access

 

Lead Management Main

Manage enrolment leads and make offers

Need: Access to 'Enrolment Main' and 'Enrolment Contract

Read-only: Can view Enrolment > Lead management and Settings

 

EditCreateDelete
  • Search Availability on an inquiry
  • Make an offer
  • Resend an offer
  • Provides full access
 

 

Lead Management Settings

Access to settings related to lead management features

Need: Access to 'Enrolment Main' and 'Enrolment Contract'

Read-only: Can view the Settings

 

EditCreateDelete
  • Edit existing form
  • Edit offer expiry days
  • Edit existing web links
  • Create centre web links
  • Create new enrolment forms
Provides full access

 

Kiosk Main

Ability to setup the Kiosk app

Read-only: Can view 

 

 

Staff Scheduling

Staff shift management and schedule publishing

Need: Access to 'Classes' permission (read-only and above)

Need: Access to 'Centre Main' permission (create and above)

Read-only: Can view Employees > Schedule

Edit

Create

Delete

  •  Print/Export

  • Create new shifts

  • Copy shift

  • Publish/Unpublish

  • Add Locations

  • Delete shift

Staff Time Log

Staff time entries and timesheet management

Read-only: Can view Employees > Time Log

TBA

Edit

Create

Delete

   

Staff Time Off

Staff time off request management

Read-only: Can view Employees > Time Off

Edit

Create

Delete

  • Edit Request

     

  • Add Time Off request

  • Approve request

  • Cancel Request

  • Deny request

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