Staff Roles and Access Levels

Assigning a role to a member of staff lets you control what each person can see and do within Class Manager.

There are 4 defined roles:

Owners
Office managers
Financial assistants
Teachers.

Here's an overview of what each member of staff can access.

Feature	Owner	Office Manager	Financial Assistant	Teacher
View members View details of students and families.	✅	✅	✅	✅
View attendance See who attended classes.	✅	✅	✅	✅
View custom fields View questions and answers for students, families, and staff.	✅	✅	✅	✅
View schedule View seasons, classes, holidays, locations, and rooms	✅	✅	✅	✅
View enrollments View trials, waiting list requests, and make up lessons.	✅	✅	✅	✅
View waivers View waivers and check agreements.	✅	✅	✅	✅
Manage attendance Mark students as present or absent.	✅	✅	❌	✅
View staff View and access all staff details.	✅	✅	✅	❌
Manage enrollments Add, edit, and delete enrollments.	✅	✅	✅	❌
View and manage transactions Create tuition fees and custom transactions	✅	✅	✅	❌
Manage members Edit details of students, families, and staff. Send invitations to new, potential, and existing members.	✅	✅	❌	❌
Manage custom fields Add new questions and update answers	✅	✅	❌	❌
Manage schedule Add or update class information, including locations, details, and teachers.	✅	✅	❌	❌
Manage discounts Create, edit, and delete discount schemes	✅	✅	❌	❌
View and Send Emails Create, edit, view, and send emails to classes, students, and families	✅	✅	❌	❌
Manage waivers Add and update waivers.	✅	✅	❌	❌
Remove account access Remove Class Manager access for staff and families.	✅	❌	❌	❌
Manage settings Change company-wide settings.	✅	❌	❌	❌
Delete transactions Remove transactions from the system.	✅	❌	❌	❌
Manage owner Update owner details. Each company has one owner.	✅	❌	❌	❌

Staff Roles and Access Levels

Understand the different roles you can assign to staff and what access each role provides.