Each Admin user in Enrollsy is assigned a role. A role is a set of permissions that controls which parts of the Admin portal the user can access and manage. There are 29 permissions you can turn on or off for each role. To add a new Admin user, see How to Add Other Admin Users.
How Roles and Permissions Work
Permissions belong to roles, not to individual Admins. You can give the same role to several Admins, and they will all have the same permissions.
Important: If you change the permissions on a role, the change applies to everyone who has that role, not only the Admin you're editing. If one Admin needs different permissions, create a new role for that person instead of changing a shared role.
Create or Edit a Role
Go to My Company > Users > Admins.
Click the pencil icon next to the Admin user's name.
Scroll down to Role & Assignments and click Role (or the Admin's current role) to open the Role Management window.
Add a role:
If no roles have been created yet, click + New
If roles already exist, click the plus button
Enter a name for the role and select the permissions you want it to include. See Permissions You Can Assign below for what each permission does.
Click Save.
Check the box next to the role to assign it to the Admin user.
To change an existing role, open it, select or deselect permissions, and click Save. Remember that this updates the permissions for every Admin with that role.
Permissions You Can Assign
Accounts and Payments
Export Transactions — Export payments or charges to accounting software, such as QuickBooks
Import Customer Accounts — Import customer accounts into Enrollsy
Manage Account Additional Payers — Add, edit, or delete additional payers on a customer's account
Manage Charge Items — Add, edit, or delete charge items, such as tuition, registration, and other fees
Manage Coupon Codes — Add, edit, or delete coupon codes
Manage Discount Items — Add, edit, or delete discount items, such as sibling discounts
Manage Gift Cards — Add or invalidate gift cards, if you use them
Programs and Classes
Manage Programs — Add, edit, or delete programs
Manage Classes & Waitlists — Add, edit, or delete classes and waitlists, and assign enrollments to them
Manage Content — Add, edit, or delete class content
Manage Holiday Calendars — Manage holiday calendars for programs or classes
Manage Instructors — Add, edit, delete, or block instructors
Manage Locations — Add, edit, or delete company locations
Manage Memberships — Add, edit, or delete memberships, if Memberships are turned on
Enrollment
Manage Enroll Form — Manage the fields on the Enroll Form
Manage Enrollment Periods — Add, edit, or delete enrollment periods
Manage Enrollment Welcome Messages — Add, edit, or delete the enrollment welcome message and confirmation email
Manage E-signature Documents — Add, edit, or delete e-signature documents, such as enrollment packets
Manage Required Documents — Add, edit, or delete required documents
Manage Terms & Conditions — Add, edit, or delete terms and conditions
Company Settings and Users
Manage Company Settings — Set up company settings on the My Company page, including contact information, portal settings, company terms, the Enroll Form, and payment settings
Manage Kiosk — Set up, manage, and access kiosks
Manage Tags — Add, edit, or delete tags
Manage Users — Add, edit, delete, or block users. Admins without this permission can't see the Admins option under Users
Reports
Each of these permissions lets the Admin view and edit the matching report or page:
View A/R Aging Report
View A/R Payment Report
View Auto-Processing Report
View Invoices Page
View Transactions Report — Also gives access to the Payments Dashboard
What All Admins Can Access
Every Admin can use these areas of the Admin portal, even with no permissions selected. You can't turn these off.
View the Dashboard page (enrollments, capacities, and ratios)
Run activity and check-in/check-out reports
View all class lists and rosters
Run the transactions export and accounts export (if unlocked)
View and edit the Leads page
View the Enrollees table and run custom reports there
View and 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 customers
Open the Support Center from the Support menu
Troubleshooting Permission Issues
The Admins Option Is Missing Under Users
The Admins option only appears for Admins who have the Manage Users permission. To get access:
Ask an Admin who has the Manage Users permission to add it to your role
Refresh your page once it's been added
Permission Changes Aren't Showing Up
Check with your account administrator that the permission was added to your role
Refresh your browser, or log out and log back in