When you add a new Admin User to Enrollsy, there is a list of 30 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