This article explains how to adjust the access rights of staff accounts that are already set up. If you want to find out how to create new staff accounts, check out this walkthrough here.
There are four access roles that you can assign to a staff member within your membermeister account: Full, Finance, Staff and Teacher access. These roles determine the information that they will be able to access.
Staff access roles are explained below, in order of least restricted to most restricted access.
Full Access/Admin Access
This is the user role you would assign to a business owner, business manager or perhaps an auditor – anyone who needs completely unrestricted access to everything within the account. Please be selective when granting someone full access!
Can access: All features including creating new users and revoking user permissions, accessing all financial data, timetables, classes, and messages.
Can’t access: Not applicable.
Finance Access
This is the user role you would assign to an individual responsible for the financial elements of your business. This could be a finance manager or billing administrator.
Can access: Basic financial information including the ability to see and create individual invoices and payments, as well as the entire student database, all classes, timetables, registers and messages.
Can’t access: Invoice or payment reports, graphs or any financial totals.
Staff Access
This is the user role you would assign to an individual involved in the administration of your business. This could be a receptionist, admin assistant or enrolment administrator.
Can access: The entire student database, all classes, timetables, registers and messages.
Can't access: Financial data, including invoices and payments.
Teacher Access
This is the user role you would assign to a teacher or classroom assistant.
Can access: Their own classes and associated registers.
Can’t access: Financial records, *student details, or messages.
*It is possible to configure the class register to display additional information that you want the teacher to see. For example, emergency contact information or student age.
How to adjust the user access levels of a staff member
1. Log in to your account.
2. Click on your name in the top right-hand corner of the screen and select 'Account Settings'.
3. Scroll down to the 'Team members' section. Choose the team member who’s access you want to change and click the ‘Edit’ button next to their name.
This will take you into the staff member's profile. In the top-right corner click 'Edit'.
4. Choose from one of four access levels. Selecting each access level will display a description of each level and its associated permissions.
5. Once you are done select 'Update team member' to save changes.
