Managing Access Levels for Staff Profiles
Managing access is an easy way to control the authorization of Classcard to your staff.
Navigate to the Access Controls section of the Settings menu. Here, you will find a screen labeled Access Controls.
Here, you'll see that the entire section is divided into different categories with six columns for people who can have access: Teaching assistant, Teacher, Sales, Front Office, Admin, and Owner.
To select who can have access controls, click on the square buttons under each column corresponding to each row.![]
Calendar - This access pertains to everything related to Events, including accessing Personal and Staff Calendars.
Access own calendar - As a default, all staff roles can access their own calendar, if their calendar toggle is on.
Access other staff calendars - This gives the Front office, Admins, and Owners access to all staff calendars.
Can book events - Enable staff members to create events on their calendars. Admins and Owners can create events across calendars.
Students - This access pertains to accessing Student and Attendance Information.
Access students - Enable staff members to view the names of the students on the calendar event.
Can view student contact info - Enable staff members to view student profiles with access to their contact information.
Can download students - Enable staff members to download all student details.
Can delete students - Enable staff members to delete students (People > Student > Student Profile > Actions > Delete Student).
Attendance - Enable staff members to mark attendance.
Attendance for other staff - Enable staff members to take attendance for other staff members.
Access grades - Enable staff members to create and publish grades.
Access resources - Enable staff members to access, upload and share resources.
Invoicing - This relates to Invoices, Coupons, and Taxes.
Access invoicing - View invoices.
Can invoice - Create new invoices.
Can edit invoices - Edit existing invoices.
Can cancel invoices - Cancel and delete existing invoices.
Can download invoices - Delete payment records on the invoice.
Access coupons - Access to view and create coupons.
Access taxes - Access to view and create taxes.
Adjust invoice credit - The option to create and update invoice credit balance.
Leads - This access grant relates to Managing Leads, such as Downloading and Deleting them.
Access leads - Enable staff members to view, edit and manage leads assigned to them.
Access other staff leads - Enable staff members to view, edit and manage leads assigned to all staff members.
Can download leads - Enable staff members to download all leads.
Can delete leads - Enable staff members to delete leads (People > Leads > click on the 3 vertical dots pertaining to the lead row > delete).
Staff - You can Access and Delete staff members.
Access staff - Enable staff members to access all staff profiles (People > Staff).
Can delete staff - Enable staff members to delete other staff member profiles (People > Staff > Staff Profile > Actions > Delete Staff).
Reports - Enable staff members to access and download reports.
Setup - This involves Access Control, Access Settings, and the Creation of New Branches.
Access settings - Enable staff members to view and edit Settings (General, Locations, Alerts, and Access Controls).
Manage access controls - Enable staff members to view and edit access controls.
Create new branches - Enable staff members to create a new branch (Chargeable).
📣Note: Only admins with rights granted by the owner can see the access control option.
Navigate to the Access Controls section of the Settings menu. Here, you will find a screen labeled Access Controls.
Here, you'll see that the entire section is divided into different categories with six columns for people who can have access: Teaching assistant, Teacher, Sales, Front Office, Admin, and Owner.
To select who can have access controls, click on the square buttons under each column corresponding to each row.![]
Categories:
Calendar - This access pertains to everything related to Events, including accessing Personal and Staff Calendars.
Access own calendar - As a default, all staff roles can access their own calendar, if their calendar toggle is on.
Access other staff calendars - This gives the Front office, Admins, and Owners access to all staff calendars.
Can book events - Enable staff members to create events on their calendars. Admins and Owners can create events across calendars.
Students - This access pertains to accessing Student and Attendance Information.
Access students - Enable staff members to view the names of the students on the calendar event.
Can view student contact info - Enable staff members to view student profiles with access to their contact information.
Can download students - Enable staff members to download all student details.
Can delete students - Enable staff members to delete students (People > Student > Student Profile > Actions > Delete Student).
Attendance - Enable staff members to mark attendance.
Attendance for other staff - Enable staff members to take attendance for other staff members.
Access grades - Enable staff members to create and publish grades.
Access resources - Enable staff members to access, upload and share resources.
Invoicing - This relates to Invoices, Coupons, and Taxes.
Access invoicing - View invoices.
Can invoice - Create new invoices.
Can edit invoices - Edit existing invoices.
Can cancel invoices - Cancel and delete existing invoices.
Can download invoices - Delete payment records on the invoice.
Access coupons - Access to view and create coupons.
Access taxes - Access to view and create taxes.
Adjust invoice credit - The option to create and update invoice credit balance.
Leads - This access grant relates to Managing Leads, such as Downloading and Deleting them.
Access leads - Enable staff members to view, edit and manage leads assigned to them.
Access other staff leads - Enable staff members to view, edit and manage leads assigned to all staff members.
Can download leads - Enable staff members to download all leads.
Can delete leads - Enable staff members to delete leads (People > Leads > click on the 3 vertical dots pertaining to the lead row > delete).
Staff - You can Access and Delete staff members.
Access staff - Enable staff members to access all staff profiles (People > Staff).
Can delete staff - Enable staff members to delete other staff member profiles (People > Staff > Staff Profile > Actions > Delete Staff).
Reports - Enable staff members to access and download reports.
Setup - This involves Access Control, Access Settings, and the Creation of New Branches.
Access settings - Enable staff members to view and edit Settings (General, Locations, Alerts, and Access Controls).
Manage access controls - Enable staff members to view and edit access controls.
Create new branches - Enable staff members to create a new branch (Chargeable).
📣Note: Only admins with rights granted by the owner can see the access control option.
Updated on: 22/06/2023
Thank you!