This article shows users the Role structure for team members in the software and outlines the functionality shown on the Team Overview page.
ROLES
There are a number of different roles within the system as shown below.
EDUCATION ADMINISTRATOR
This User is has see all - do all permissions on the system and can configure how the system is set up and configured for all users. This User is a Manager Role in the system.
PT MANAGER
This Users is similar to the Education Administrator and has see all - do all permission for associated Locations unless specific areas of the system have been closed down for them by the Education Administrator. This User is a Manager Role in the system.
FRONT OF HOUSE MANAGER
This User sits below the Education Administrator and PT Manager roles and has less permissions automatically in the software. FOHM Users cannot set up and configure Course and Modules or adjust system configuration. FOHM's only have permission to see specific Locations associated to their profile by Manager roles.
EMPLOYED TUTORS
This Users sits below FOHM Users and has no permissions to configure Course, Modules or system configuration and only have permission to see specific Locations associated to their profile by Manager roles.
SELF-EMPLOYED TUTORS
This Users sits below FOHM Users and has no permissions to configure Course, Modules or system configuration and only have permission to see specific Locations associated to their profile by Manager roles. This User has the ability to be associated as the Payee of a Courses and can see their own Money section in the software.
The Student role sits at the bottom of the role hierarchy below the Tutor roles.
TEAM OVERVIEW
This page has a number of attributes as outlined below.
SEARCH
Users can search for a Tutor in the Search Bar. The search field will search with the following information:
- Name
- Email address
ROLE FILTERS
There are a number of filters on this page which enable Users to see the Tutors they want based on their role as follows:
- Employed Tutor
- Self-Employed Tutor
- Front House Manager
- PT Manager
- Education Administrator
TEAM STATUS
Users can filter Team members by the following Status'
- Active
- Inactive
LOCATION
Users can filter Team member by Active Locations that have been associated to the system.
GROUPS
Users can filter Team member by Active Groups that have been associated to the system.
TEAM LIST
Filtered Team members are shown to users with the following headers
- Role
- Name
- Next Appointment
- User Number
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