Roles Overview

Roles define access & permissions to various functionality for back office users.  The software is preconfigured with four roles: Super Admin, Care Admin, ClassReg Admin, & Instructor, of which can be modified as needed.  In addition to the preconfigured roles, an admin user has the ability to create custom roles, & configure the site access accordingly.  Roles can then be assigned to back office users via User Management, if the profile is enabled to have back office access.

A role can be associated with one or more back office users.

• Related Articles

• Enable/Disable Back Office Access

  To enable/disable back office access for a user, click on “User Management” & search for the user.  Next, hover over the Action icon to the left of the user, & select “Edit”.  In the Profile section, click the “Allow Back Office Site Access” toggle ...

• Restricted Access

  The Restricted Access feature allows a Back Office administrator to limit which classes/sessions other Back Office users can view. All classes are considered unrestricted until the Back Office Administrator applies a restriction. Once a restriction ...

• Role Designations

  To designate/change a user’s role, click on “User Management” & search for the user.  Hover over the Action icon to the left of the user, & select “Edit”.  Click on the “Role” tab, select a User Role; then, click “Save”.      If a “Next” button ...

• Restricted Access

  This feature is part of the HIPAA requirements.  Please see:  HIPAA-Restricted Access

• Tender Types Overview

  An organization chooses which tender types to accept for both the back office and the public site as well as configuration any Convenience Fees they may wish to charge.  To access tender types, click on “Configuration” & select “Tender Type.”