When you add a new Admin User to Enrollsy, there is a list of 29 possible permissions that an Admin User can have. This article will go over those permissions. Check out this support article to learn how to add an Admin User.
If you need to delete one or more permissions for another Admin, be sure to create a NEW ROLE. If you change permissions for a role, ANYONE who has that role will have their permission changed too.
Permissions
Permissions
Export Transactions - Users can export payments or charges to accounting software, such as Quickbooks.
Import Customer Accounts - Users can import customer accounts into Enrollsy
Manage Account Additional Payers - Users can add, delete, or edit any additional payers on a customer's account.
Manage Charge Items - The User can add, delete, or edit any Charge Items (such as Tuition, Registration, or any other fees)
Manage Classes & Waitlists - Users can add, delete, or edit Classes and Waitlists. The User can also assign enrollments into Classes or Waitlists.
Manage Company Settings - The User can set up company settings (on the My Company page that includes contact information, portal settings, company terms, enroll form, and payment settings.
Manage Content - Users can add, delete, or edit any Class Content
Manage Coupon Codes - Users can add, delete, or edit Coupon Codes
Manage Discount Items - Users can add, delete, or edit Discount Items (such as Sibling Discounts, etc.)
Manage E-signature Documents - Users can add, delete, or edit any E-signature Documents (i.e., Enrollment Packets, etc.)
Manage Enroll Form - The User can manage the fields in the Enroll Form
Manage Enrollment Periods - User
Manage Enrollment Welcome Messages - Users can add, delete, or edit the enrollment Welcome Message or email confirmation message.
Manage Gift Cards - Users can add or invalidate gift cards (if using)
Manage Holiday Calendars - The User can manage any holiday calendars for Programs or Classes
Manage Instructors - Users can add, delete, edit, or block Instructors
Manage Kiosk - Users can set up, manage, and access kiosks
Manage Locations - Users can add, delete, or edit all locations in the Company
Manage Memberships - Users can add, delete, or edit memberships (if applicable and Memberships are turned on)
Manage Programs - Users can add, delete, or edit Programs
Manage Required Documents - Users can add, delete, or edit Required Documents
Manage Tags - Users can add, delete, or edit
Manage Terms & Conditions - Users can add, delete, or edit
Manage Users - Users can add, delete, edit, or block Users
For each of the following permissions checked, the User can view and edit the corresponding report:
View A/R Aging Report
View A/R Payment Report
View Auto-Processing Report
View Invoices Page
View Transactions Report - Users can also view the Payments Dashboard & Transactions Report
There are areas of the Admin portal that ALL Admins can access if they have none of the above permissions. These areas include:
View the Dashboard page (Enrollments/Capacities/Ratios)
Run Reports for Activities and Check In/Out
View All Class Lists and Rosters
Run Transactions Export and Accounts Export (if unlocked)
View and edit the Leads Page
View the Enrollees Table and run custom reports there
View & use the People Page
View the Classes page
View the Membership page (if applicable)
View and add deposits on the Deposits page
Use the Enroll Form to enroll
View the Support Center from the Support menu option
The above functions currently cannot be changed or turned off for any Admin user.
Edit Admin Permissions
The first step toward controlling what an Admin can do or see is to create a Role with specific permissions. Every Role has a set of permissions tied to it, so you can reuse the Role for multiple Admins. To edit an Admin User's role and/or permissions, follow these steps.
Go to the Admins Page (My Company > Users > Admins). Edit an existing Admin's permissions by clicking on the pencil icon beside the Admin User's name.
Scroll down to Role & Assignments. Click on either "Role" or the current Role to show the Role Management window. If no Roles have been created, click the "+New" button. If there are Roles, click the plus button to add a new one.
Add a name for the new Role and select which permissions you want to provide to the Admin. There are 29+ permissions available for Admins. These permissions are described in more detail in this support article.
Click Save and assign the role to the Admin User by checking the box beside the Role.
About Editing Permissions
If you are editing an already created Role, you can select or deselect the permissions, then click "Save" to save the new permission.
Be careful when editing an Admin user's role. If you change a main Admin role, that role will be changed for EVERYONE who has the role, not just for the person you are editing! If an Admin user needs different permissions, create a new role for that person.