Enterprise Sub-Admin User Templates

INTRODUCTION

Feature Summary: Easily create standardized Sub-Admin roles for Front Desk and Instructor positions across your locations with the Enterprise Location Template. This feature allows you to streamline the setup process by using predefined templates, ensuring consistency in sub-admin permissions across all locations.
Use Cases: This feature is ideal for saving time and ensuring uniformity in sub-admin permissions. Whether you manage Front Desk staff or Instructors across multiple locations, this template ensures that all sub-admins are set up with consistent permissions, reducing errors and increasing efficiency.

PREREQUISITES

Your organization is set up as an Enterprise.
At least one person in your Enterprise holds the role of Enterprise Manager. If you cannot create this role, contact the Customer Success team.
Your Enterprise Location Template must be setup

WHAT IS A SUB-ADMIN TEMPLATE?

A Sub-Admin Template is a time-saving tool designed to streamline the creation of Sub-Admin roles, such as Front Desk staff and Instructors. Instead of configuring each role from scratch for every individual user, the template allows you to pre-define common settings, ensuring that each new Sub-Admin role created in your locations adheres to these predefined standards.

CREATING YOUR ENTERPRISE SUB-ADMIN TEMPLATES

Once your Location Template is set up, you can begin creating Sub-Admin role templates for positions like Front Desk staff and Instructors.

Access the Location Template:
1. In the left navigation menu, expand the Enterprise section and click on Location Template.
2. Within the Organization Settings row, locate and select System Users.
Create a Sub-Admin Template:
1. Navigate to the Sub-Admins tab and click the + Create Sub-Admin button.
2. On the Sub-Admin creation page, input the following specific details:
  1. Front Desk Users
    First Name: Front Desk
    Last Name: Template
    Email: Use any dummy email address.
  2. Instructor Users
    First Name: Instructor
    Last Name: Template
    Email: Use any dummy email address.
Configure the remaining settings on the page according to the needs of each role. These settings will automatically be applied whenever you create a new Front Desk or Instructor Sub-Admin in any of your locations.

CREATING NEW USERS WITH THE TEMPLATE

Navigate to the Location Settings:
1. In your location, find Settings in the left navigation menu.
2. Locate System Users within the Organization Settings row.
Create a New Front Desk Sub-Admin:
1. Click on the Sub-Admins tab, then select the +Create Front Desk button.
2. The Create User page will auto-fill with the settings from your Front Desk Template.
3. Update the following fields as needed for the specific user:
  1. First Name
  2. Last Name
  3. Email
  4. Phone (optional)
  5. Any additional settings specific to this user.
Create a New Instructor Sub-Admin:
1. In the Instructor tab, click the +Create Instructor button.
2. The Create User page will auto-fill with the settings from your Instructor Template.
3. Update the following fields as needed for the specific user:
  1. First Name
  2. Last Name
  3. Email
  4. Phone (optional)
  5. Any additional settings specific to this user.

Creating Enterprise Users

Enterprise Location Template

Enterprise: Create a New Location

INTRODUCTION

PREREQUISITES

In this Article

WHAT IS A SUB-ADMIN TEMPLATE?

CREATING YOUR ENTERPRISE SUB-ADMIN TEMPLATES

CREATING NEW USERS WITH THE TEMPLATE

Create a New Front Desk Sub-Admin:

Create a New Instructor Sub-Admin:

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