How to Manage Staff and Permissions?

How to Manage Staff and Permissions?

One of the icons on your admin dashboard is the Staff icon. You can use this icon to grant access to new staff members as well as managing existing ones.

Follow these instructions to add a new staff

  • Go to Jumbula Dashboard > Staff > Manage staff
  • Click Add staff
  • Enter the personal information of the member that you want to add

    add staff personal information
  • Determine the Access role
    The Access role specifies the types of access that staff will have to the Jumbula dashboard. The following tables illustrate the different staff roles and the corresponding access types.
  • Click Submit

    choose staff access role

To edit an existing staff member

  • Go to Jumbula Dashboard > Staff > Manage staff
  • Hover over ... in the Action column
  • Select an option from the menu

    edit or delete

Staff access roles tables

The abbreviation of available roles in tables:

 Manager: Mgr

 Contributor: Contrib

 Onsite coordinator: Coord

 Onsite support manager: S-Mgr

 Restricted manager: R-Mgr

 Restricted contributor: R-Contrib

 Chapter manager: Chap-Mgr

SchoolContributor: Sch-Contrib
Instructor: Instr
ChapterManager: Chp-Mgr
Controller: Ctrl

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Note: Two roles are not illustrated in these tables.

Admin has access to every resource that is available in the dashboard.

Instructors have limited access when they have been assigned to a program. They can view the program, view orders,  manage attendance, email participants, and view the roster reports.


Action SysAdmin Owner Admin Manager Contributor SchoolContributor Instructor OnsiteCoordinator OnsiteSupportManager RestrictedManager Accountant Partner RestrictedContributor ChapterManager CatalogViewer Controller Support
Admin Dashboard View
Home View
Season 

















View
Overview View
Switch Mode
Edit
Add
Delete
Archive
Setup View
Home GetStarted
Season AssignRoom
Season AssignInstructor
Campaign View
CampaignRecipients View
Member View
Subsidies View
Subsidy Add
Districts View
District Add
People View
Settings View
Help View
Campaign Email View
Campaign EmailTemplates View
CampaignActivityReminder View
Campaign SuppressionEmails View
Campaign UnsubscribeEmails View
Campaign BounceEmails View
Campaign BlockEmails View
Campaign InvalidEmails View
Campaign SpamReportEmails View
Email List View
Campaign Settings View
Campaign Text View
Campaign Text Class Dates
Campaign Text Registered Users
Families View
Family Detail View
Family Order View
Family Transaction View
Family DependantCare View
Family Cart View
Family Pincodes View
Participant ClassSchedule View
Partner MoreInformation View
PeopleRegistrations View
Parents View
Settings Account View
Settings Account Save
Settings Partner View
Settings Partner Save
Staff View
Staff Add
Staff Add From Partner
Staff Edit
Staff Delete
Staff Freeze
Staff Active
Staff ResendInvitation
Staff Event
invoice View
Order Invoice View
ParticipantGroup Actions View
Flyer View
ParticipantGroup View
ProgramBundleView
PartnerDiscountView
ProgramBulkUpdatingView
Settings PaymentSettings View
Settings PaymentSettings Save
Settings Checkout View
Settings Checkout Save
Settings Appearance View
Settings Appearance Save
DonationForm View
AccountSetting Overview View
AccountSetting Overview Save
AccountSetting Insurance View
AccountSetting Insurance Save
AdvanceSetting BackgroundCheck View
LogoSetting View
TranslateSetting View
AdvanceSetting BackgroundCheck Save
AccountSetting Billing View
AccountSetting Billing History View
AccountSetting Billing Save
AccountSetting Billing Add
AccountSetting Billing Delete
AccountSetting Billing Activate
AccountSetting ChangePlan View
AccountSetting ChangePlan Save
Account Overview View
Account Subscription Save
Account Subscription View
Settings Advance View
Settings MobileApp View
Settings Notifications View
Settings GiftCard View
Settings Security View
Settings Notifications Emails ClassReminder View
Toolbox Integrations View
Toolbox FacebookPixel View
Toolbox Integrations Widget Setting View
Toolbox Integrations Widget WidgetList View
Toolbox Integrations Widget Themes View
Toolbox Integrations Widget GenerateWidget View
Settings Holidays View
Settings School View
Settings School Save
SchoolSetting Info View
SchoolSetting Info Save
SchoolSetting ProgramInfo View
SchoolSetting ProgramInfo Save
SchoolSetting OnSiteInfo View
SchoolSetting OnSiteInfo Save
SchoolSetting MobileApp Email View
SchoolSetting MobileApp Email Save
SchoolSetting RegistrationInfo View
SchoolSetting RegistrationInfo Save
SchoolSetting AutoChargePolicy View
SchoolSetting AutoChargePolicy Save
SchoolSetting ManualPolicy View
SchoolSetting ManualPolicy Save
SchoolSetting DuplicateEnrollment View
SchoolSetting DuplicateEnrollment Save
SchoolSetting DelinquentPolicy View
SchoolSetting DelinquentPolicy Save
SchoolSetting ProgramPolicy View
SchoolSetting Emails
SchoolSetting FormAutoFillPolicy
Season SchoolAdvancedSettings View
Season SchoolSetting GeneralInfo View
Season SchoolSetting GeneralInfo Save
Season SchoolSetting DetailInfo View
Season SchoolSetting DetailInfo Save
Season SchoolSetting PaymentPlan
Season SchoolSetting Multiclass View
Season SchoolSetting ScheduleInfo View
Season SchoolSetting ScheduleInfo Save
Season SchoolSetting RegistrationInfo View
Season SchoolSetting RegistrationInfo Save
Settings General View
Settings General Save
ViewJumbulaHomeSettings
Settings JbHomeSite
Member Add
ProtalReport Finance
PortalReport View
PortalReport UpdateReport
PortalReport CustomReport
PortalReport CapacityReport
PortalReport Catalog
PortalReport Title✔Discount
PortalReport FiarFaxCounty
PortalReport Pricing
PortalReport FullClassList
PortalReport ClassList
PortalReport CatalogOverviewActivity
PortalReport CatalogList
PortalReport SchoolMemberList
PortalReport GeneralFinanceTransaction
PortalReport GeneralFinanceTransactionByChergeDiscount
PortalReport OrdersTransactionsSom
PortalReport Ordersknight
PortalReport ClientRevenue
Report RegistrationFile
Reports ModifiedSessions
PortalReport ModifiedSessions
Reports StudentShceduleSession
PortalReport Discount
PortalReport Graduate
PortalReport OnsitePersonCheckin
PortalReport Donations
PortalReport Balance
PortalReport ParentMailingList
PortalReport CustomReportClub
PortalReport FamilyCreditCard
PortalReport BulkDependentCareReceipt
ProtalReport Planning
ProtalReport Form
PortalReport Enrollments
PortalReport Rosters
PortalReport AdminRosters
PortalReport ClassSetup
PortalReport AttendanceSummary
ProtalReport ProviderAddressList
ProtalReport SchoolAddressList
ProtalReport MemberList
ProtalReport InstructorList
ProtalReport InsuranceCertificateCheck
ProtalReport SeasonSurveyDates
ProtalReport InstructorAssignments
ProtalReport FullSeasonClassList
ProtalReport Followup
ProtalReport DraftOrders
ProtalReport InstructorCheckin
PortalReport SchoolInvoices
PortalReport Installments
PortalReport ClientCreditCards
ProtalReport ProviderContact
ProtalReport RoomAssignment
ProgramsAndOrders View
Orders ConfirmationId View
Orders Balance View
Orders TotalAmount View
Orders PaidAmount View
Orders EmailParticipant
Orders View
Orders ResendConfirmation
Lottery View
ConfigureRosterReport View
Order Edit
Order Change Tuition
Order Transfer
Order TakePayment
Order Refund
Order History
Order Ecosystem View
Order Manage Regsitraion Form
Order Manage Waivers
Report View
Program List View
Program View
Program Draft View
Program TotalRevenue View
Coupon View
Coupon Upload
Discount View
Charges View
Charges Add
PaymentPlan View
ReigstrationEmailTemplate View
Program Add
Program Edit
Program Tuition AddEdit
Program Delete
Program Freeze
Program Copy
Program RespondInvitation
Coupon Add
Discount Add
PaymentPlan Add
PaymentPlan Switch
Forms View
GaTrackingId View
CicoView
CicoManage
AuthenticationCodeView
FollowUpForms View
ApplicationFee Add
LateFeeAdd
Campaign Template Add
Campaign Email Send
Campaign Email Send To UserList
Campaign Email Send To RegisteredUsers
Catalogs View
Catalog Search
Catalogs ViewItem
Catalog ViewAll
CatalogSettings View
CatalogItem View
CatalogItem Add
CatalogItem Archive
CatalogItem Hide
CatalogItem Edit
CatalogItem Copy
CatalogItem Delete
CatalogItem Invite
CatalogSettings Save
SeasonOverview View
TotalSale View
TotalAmount View
TotalRegistration View
TotalFamilies View
TotalParticipants View
DailySale View
CapacityReport View
SaleDistribution View
AttendanceReports View
ProgramCalendar View
ProgramCalendar Action
Tour View
Offline Register
OrderDetail View
ProgramSession List View
ProgramSession Attendance
ProgramSession Add
ProgramSession Edit
ProgramSession Delete
Waitlist View
Program AssignInstructors
Program Attendance
Program AssignRoom
Program Mail Scheduling
Overview View
Clubs View
Clubs Add
Reports RegistrationData
Reports Finance
Reports Capacities
Reports CapacitiesGraph
Reports WaitlistOrders
Reports ChulaCustomWaitlist
Reports RedlandsCustomWaitlist
Reports ApolloCustomWaitlist
Reports Custom
Reports RegistrationCustom
Reports MobileApp
Reports Subscription
Reports Medical
Reports Operations
Reports SignOut
Reports InternalUse
Reports Attendance
Reports PerRegistration
Reports Checkin
Reports SignOutSheet
Reports AttendanceSheetAdvanced
Reports DismissalInformation
Reports DailyDismissal
Reports DraftOrders
Reports ProviderContactInformation
Reports InstructorList
Reports InstructorAssignments
Reports ParentEmailsList
Reports RoomAssignmentsAdmin
Reports StudentAttendance
Reports StudentSummaryAttendance
Reports CustomAttendance
Reports Rosters
Reports Rosters Admin
Reports CampRoster
Reports Rosters Instructor
Reports Finance School Provider
Reports Finance Balance School Provider
Reports Finance GeneralTransaction School Provider
Reports Finance ChargeDiscount School Provider
Reports Finance Installment School Provider
Reports Finance Coupon Coordinator
Reports Finance Provider
Reports SystemFinance
Reports SystemFinance Transaction
Reports SystemFinance Revenue
Reports SystemFinance Installments
Reports SystemFinance RevenuMatrix
Reports System ClientCreditCards
Reports System AutoCharge
Reports System Installments
Reports System Clubs
Reports System FreeTrialClubs
All Free Trials
All Pay As You Go
Reports Order Histories
Reports Finance Revenue
Reports Finance FamilyCredit
Reports Finance LateFee
Messaging View
Contact View
Contact Add
ContactSettings View
ParentDashboard View
People Delinquents View
People BlackLists View
People BlackLists Add
People BlackLists Delete
People BlackLists ViewDetails
People GiftCards View
Toolbox Integrations Widget View
Toolbox Integrations ActivityHero View
Toolbox Integrations ActivityHeroList View
Toolbox Integrations Zapier View
Toolbox Integrations WordpressPlugin View
People Delinquents SendMail
People Delinquents TakeAPayment
People Delinquents ViewHistory
People ViewHistory AddHistory
People ViewHistory EditHistory
People ViewHistory DeleteHistory
People ViewHistory ViewEmail
People Volunteers View
PartnerCustomReportForRas
Marketplace View
Marketplace Setup
SchedulerView
FeatureRoadmap
PortalReport RevenueDetail
PortalReport MasterEnrollments
Reports RoomAssignmentsAdminV2
Reports FutureCancelOrder
RegisterationForms View
Waiver View
SchoolSetting MobileApp Access Role View
SchoolSetting MobileApp Access Role View Save ✖" 

 

Contact us

Please don’t hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.


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