Staff roles and who can edit what
What you'll do
You will set the access each staff role has. Instructors log lessons. Assistants see only what you switch on. Every edit is stamped with a name.
Know the five roles
School admin has full edit. Instructors teach and log. Assistants get a custom mix. Parents view and pay. Students self serve inside your rules.
Turn assistant permissions on or off
Decide whether an assistant can take payments, issue refunds, edit plans, or only enroll students. Refunds are off by default for a reason.
Check the change log
Every payment edit, refund, and profile change is logged with who did it and when. If something looks wrong, the log tells you who to ask.
Tip
Give front desk staff enroll and take payment. Keep refunds on the owner account until you trust the process.
Keep going
Next guide: issue a refund
Related guides
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