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Understanding Admin Permissions
Understanding Admin Permissions

When adding or editing Administrators, here are the permission you can have

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

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

  • 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)

  • 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

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