Assigning Roles to Staff Profiles

As your team expands, it becomes increasingly important to establish clear roles and responsibilities for each team member.
You can add a role while you’re adding a staff member.

Follow these simple steps:

1. Navigate to the People section on the left side of the screen, and click on Staff. On the right side of the screen, click on Add Staff.
2. Scrolling down, under the heading Role, choose the role that will suit the staff member accordingly.
   Then, click Save.

If you want to Edit/Change the staff role for the existing staff members. That can be done easily by these steps.

1. Navigate to the People menu on the left side of the screen, and click on Staff.
2. To Edit/Change the staff role, click on any row that corresponds to that staff member.
3. In the staff member’s profile, click on Edit beside Personal Information.
4. Under the heading Role, choose the role that will best suit the staff member.
   Then, click Save.

To get a better understanding on the roles, and based on the feedback from our customers, Classcard has developed these roles for you. Here they are:

1. Admin -This role is for the Center managers that oversee the administrative functions of the organization.
2. Teacher - The Staff members who Conduct and Deliver classes.
3. Teaching Assistant - The purpose of a teaching assistant is to provide Additional help and Support to facilitate the smooth running of classes.
4. Sales - Handling leads and Increasing sales are essential duties of a salesperson's role.
5. Front Office -Receptionists in charge of overseeing Daily operations.
6. Owner - The individual who wields total Control, the Leader and Top authority of the organization.

Updated on: 26/02/2024